Additional Services
Our main focus is our CFO service, but when we have availability, we also offer the services listed here. Each of these is available to our CFO clients.
Our main focus is our CFO service, but when we have availability, we also offer the services listed here. Each of these is available to our CFO clients.
Available only to our monthly CFO clients, our highly experienced and knowledgeable tax CPAs stand ready to assist your company with corporate tax planning and return preparation.
Your chart of accounts is the foundation of your whole financial system. Or, taken another way, it is like the framework of shelves and storage bins in a warehouse. Accounts are the specific “bins” that hold accounting transactions. Financial statements can be no more detailed or informative than the underlying chart of accounts structure.
If the chart is not set up correctly, you will never have the financial clarity that you need. And, because most companies (and CFOs) may only set up a chart of accounts once per decade, they do not have the experience to create an efficient chart, making these projects ideal for outsourcing to a company who has done this many times.
Have you outgrown Quickbooks? Are you struggling with inventory?
It’s probably time for new software, but how do you know what will work best for you? A failed software implementation is one of the most expensive mistakes a business can make.
Too often, we’ve stepped into situations where a company had recently set up an expensive new system, only to find within months that it was not a good fit, or was poorly implemented.
We have worked with many software products and have the knowledge to help you choose and set up the right product for your situation.
A business is more than assets and accounts. It’s also a vision and a life’s work. As a result, when it is time to transfer ownership, money is just one part of the equation. Whether you are stepping out of a business or stepping into one, our years of experience will provide confidence and peace of mind.
In three careful steps, we will facilitate a transfer, walking beside you with understanding through the process.
Have a question that doesn’t fit any of these categories
Reach out to talk with a senior member of our team. Note: Availability is not guaranteed.
If you are interested in any of the above services, please fill out the form with your questions or requests and we will reach out to you.