Outsourced CFO Services

Our Virtual CFO Services go beyond number crunching to providing businesses with a trusted advisor helping them navigate through the complexities of running a business.

While having peace of mind that your core accounting, tax and payroll needs are being performed by experienced professionals is nice, we suggest that businesses surround themselves with an "A Team" of advisors including their accountant, attorney, banker, financial advisor, and insurance agent.

Consider the Benefits:

  • Tax Savings - Being proactive when it comes to tax planning is the key ingredient to reducing taxes. Our tax pros will customize a plan to help you save taxes and avoid surprises. 

  • Cost Savings - The cost of hiring a full-time CFO can range from $150,000 to over $480,000 plus benefits and employment taxes! Our outsourced CFO services can provide many of the same results at a fraction of the cost.

  • Time Savings - Let our CFO's focus on the numbers so you can focus on the business.

CASH-FLOW MANAGEMENT

BENCHMARKING & KPI REPORTING

BUDGETING & FORECASTING

STRATEGIC PLANNING

Choose the solution that's right for your business.

Essential

Includes:

Account Reconciliation

  • Reconcile bank accounts

  • Reconcile electronic transactions into Quickbooks

  • Reconcile credit card accounts

Advice

  • Prepare monthly financial statements

  • General business consulting

Tax

  • Tax preparation

Standard

Everything in essential plus:

Advice

  • Annual tax planning

Tax

  • Sales Tax

  • Business personal property renditions

  • Annual entity renewal

  • Annual franchise tax return

Other

  • Prepare 1099s for independent contractors

Premier

Everything in standard plus:

Accounts Payable

  • ​Process bills and payments electronically

  • Integrate bill payments with accounting platform

 

Advice

  • Quarterly tax planning

  • Quarterly performance reviews​​

  Including:​

  • Key performance indicators

  • Benchmarking

  • Budgeting

  • Forecasting

Let's Talk

Contact us to discuss how our CFO Services can add value to your business

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