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CFO Services

Fractional

CFO Services

What's Included

Our Fractional CFO service delivers strategic financial leadership tailored to your needs. This premium offering includes customized reporting, monthly financial reviews, and comprehensive compliance and tax planning support. Designed for businesses seeking a higher level of expertise, this service provides unparalleled access to our team’s insights and guidance.

With a focus on driving financial growth and stability, we partner with you to make informed, strategic decisions that move your business forward.

 

Contact us for a consultation and customized pricing information.

Tax Services

  • Business Tax Return + 1 State Return

  • Personal Tax Return (1 Owner) + 1 State Return

  • Preparation of 1099s

  • Tax Notice Resolution

  • Tax Planning

  • Tax Estimates (Quarterly)

Financial Management Services

  • Bookkeeping (Updated Weekly)

  • Financial Statement Preparation (Monthly)

  • Cash Flow Forecasting

Payroll Services

  • Payroll Assistance

Advisory and Support Services

  • Financial Review and Tax Planning Calls (Monthly)

Looking for peace of mind in managing your business finances?

We offer a variety of customizable add-ons to meet your unique needs. These include services such as bill pay, payroll preparation, tax resolution, and more. Contact us to learn more!

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