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 | ✔ | ✔ | ||