CFO SERVICES
Investment begins at $3,200 per month
CFO Services is right for you if, you want valuable insight to your business financial health, you want to minimize your financial risk, you want help staying compliant with tax laws while taking advantage of all tax deductions and credits available to you, and you want help to financially plan for the future of your business.
What is included?
1. Bookkeeping
Includes weekly categorization of all transactions in a timely manner.
2. Forecasting
Analyzing current and historical data to make predictions about future financial performance.
3. Key Performance Indicators
Tracking of business trends.
4. Banking Relationships
Identifying an individual at the bank to build a business relationship.
5. Tax Preparation
Annual filing of income tax returns and submission of quarterly taxes.
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6. Tax Planning
Implementation of tax strategies to
reduce tax liability.
7. Advisory Services
Year-round advisory services.