Our Solutions
Dedicated CFO services!
The role of CFO is crucial to every business no matter what size. Whether you're a start-up business, have made it to the five year mark, or are ready to expand, we have the expertise and experience you need.
Make the Smart Choice
A cost-effective solution for your business
When you take advantage of our outsourced CFO services, you get a dedicated and experienced financial professional who helps you make tough business decisions to guide your business to future success.
- Financial forecasting
- Set up an accounting system and controls
Our Solutions
Experienced, knowledgeable, and trustworthy. We are in your corner!
No more guessing about whether you'll qualify for that loan to buy more equipment or wondering why you're always short of cash.
- Provide guidance for increasing cash flow and improving profitability in support of future financial goals.
All services included in the Elite plan accounting package plus:
- Exclusive financial analysis and monthly reporting requirements
- Prepaid expenses
- Net profit analysis and more…
All services included in the Professional plan all inclusive package plus:
- Exclusive financial analysis and monthly reporting requirements
- Administrative expenses percentage of sales
- Includes business valuation
- Break even sales point
- Tax planning (business)
- Federal and State business tax return (one state included)
Business Accounting
Learn about the benefits of each package
Below you'll find a comparison of our packages. Choose the plan that best suits your needs and contact us whenever you are ready.
| All features | CFO | VIP |
|---|
| Monthly Transactions | ||
| Monthly transactions | 400 | 400 |
| Bookkeeping | ||
| Recording and uploading | ||
| Accounting | ||
| Tax accounting | ||
| Financial accounting | ||
| Managerial accounting | ||
| Profit center accounting | ||
| Financial statements frequency | Monthly | Monthly |
| Compilation report | ||
| Chart of Accounts | ||
| Standard | ||
| Customized | ||
| Processes | ||
| Journal closing entries | ||
| Bank accounts reconciliations | ||
| Retained earnings / owner's equity | ||
| General ledger/ IRS/ legal approved | ||
| Amortization | ||
| Depreciation | ||
| Fixed assets | ||
| Loan amortization and reconciliations | ||
| Shareholders loan amortization | ||
| Sales tax liability balancing | ||
| Inventory | ||
| Account receivables | ||
| Bad debt write-off | ||
| Financial and managerial reports for decision making | ||
| Compilation, use for tax returns/ legal/ valuations/ audits | ||
| Profit and loss management analysis | ||
| Balance sheet management analysis | ||
| Vertical financial condition management analysis | ||
| Owner's equity analysis | ||
| Present vs previous period comparison analysis | ||
| Statement of cash flow analysis | ||
| Horizontal historical growth analysis | ||
| Gross margin rate analysis | ||
| Operating expense rate analysis | ||
| Net profit analysis | ||
| Break even sales point | ||
| Sales volume turnover analysis | ||
| Multi-state sales reports | ||
| Return on investment analysis | ||
| Sales tax reports | ||
| Return on assets | ||
| Acid test analysis | ||
| Sales per employee | ||
| Sales volume per sales person | ||
| Sales volume per administrative person | ||
| Administrative expenses percentage of sales | ||
| Inventory turns | ||
| Accounts receivable collection period | ||
| Occupancy expense percentage of sales | ||
| Advertising expense percentage of sales | ||
| Consulting | ||
| Discussion of business books | ||
| Discussion of business tax questions | ||
| Discussion of payroll related tax questions | ||
| Discussion of sales tax related questions | ||
| Discussion of multi-state business requirements and Nexus | ||
| Discussion of multi-state business Nexus | ||
| Discussion of business management ratios | ||
| Business valuation | ||
| Audit representation | ||
| Tax planning (business) | ||
| Tax Return | ||
| Federal and State business tax return (one state included) | ||
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