CFO Services
Overview
We provide direct and hands-on assistance with increasing the value of your business to customers, partners, and investors.
We act as your trusted adviser on operational efficiencies related to the customer contracts-to-collections process, cash flow management, and the setup of trusted financial record-keeping and reporting of business results. We help you manage the strategic planning and preparation to maximize the value of your business.
Services range from day-to-day bookkeeping to strategic planning.
Financial Statements
- Financial Monthly Reporting
- Quarterly Tax Filings
- P&L Statements
- Balance Sheet Statements
- Cashflow Statements
Filings and Tax Preparation Certified by Public Accountant (CPA)
- State & Local Taxes
- Excise Taxes
- Federal Taxes
Strategic Financial Planning
- Assist in setting up internal accounting policies and procedures
- Guidance on dealing with human resource issues
- Assist in One, Three, and Five-Year Business Plans
- Strategies to avoid problems with cash flow, customers, vendors, and banks
- Internal Controls to reduce the risk of fraud and data protection
- Counsel on selecting tools to run your business. This includes accounting, expense processing, travel & CRM.