Comprehensive
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.
Starting at $1295/month. Contact us for a consultation and customized pricing information.
Tax Services
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Business Tax Return + 1 State Return
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Personal Tax Return (1 Owner) + 1 State Return
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Preparation of 1099s
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Tax Notice Resolution
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Tax Planning: Quarterly, proactive planning, with advanced strategies
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Tax Estimates: Quarterly, forward-looking estimates, tied to cash flow and planning
Financial Management Services
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Bookkeeping (Updated Weekly)
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Financial Statement Preparation (Monthly, Delivered on the 10th of the month)
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Cash Flow Forecasting
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Receipt Management
Payroll Services
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Payroll Assistance
Advisory and Support Services
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Financial Review and Tax Planning Calls: Monthly review with ongoing access for strategic discussions
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Priority access by email or phone, with next-day response.