CFO Services

  • 12-Month Forecasting and Budgeting
  • Cash Flow Management
  • Planning To ↑Revenue ↑Gross Profit ↑Net Profit ↑Net Worth

What You’re Gonna Get… MONTH END CLOSE PROACTIVE CFO CFO
TAX PLANNING
CFO
TAX PLANNING
TRANSACTIONS
Monthly Accounting & Review of Financial Results
Bank Reconciliations & Month End Closed
Review AP, AR, Payroll, Expense Tracking
Ongoing Meeting Cadences As Needed Monthly Monthly, Quarterly Bi-Monthly
Onboarding & Transition 4 Weeks 6 Weeks 8 Weeks 8 Weeks
12-Month Forecasting
Cash Flow Management
Planning To ↑Revenue ↑Gross Profit ↑Net Profit Net ↑Worth
Core Tax Planning & Implementation
Quarterly Estimated Payments
Quarterly 1on1 Review Tax Position
Business & Individual Tax Preparation

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