CFO & Accounting
What makes us different
One flat monthly fee — no surprise invoices. You know exactly what you pay every month.
Customized to your business — your plan is built around your business size, transaction volume, and needs.
Year-round support — questions, concerns, decisions — your accountant is always reachable.
Regular check-ins so you're never in the dark. Regular meetings keep you informed on your financials, your tax position, and what's coming next. No more wondering where your business stands.
Taxes and compliance — completely handled. Business tax preparation, IRS notices, state filings — all covered in your membership. Nothing falls through the cracks.
Peace of mind so you can focus on your business. Hand it off completely and focus on what you actually built your business to do.
10 years working with small business owners. Not a big impersonal firm. A dedicated accountant who has spent a decade understanding the real challenges business owners face — and solving them.
Included Services
Managing a successful business requires more than accurate financial records. You need to understand your profitability, manage cash flow, anticipate tax obligations, and make informed financial decisions.
1. Accounting & Financial Reporting
2. CFO & Business Advisory
3. Routine Tax Coordination
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Monthly bookkeeping and reconciliation of agreed-upon accounts.
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Preparation of monthly financial statements, including profit and loss statements and balance sheets.
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Review of financial performance and significant variances.
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Monitoring of business cash flow and financial trends.
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Periodic review of profitability, expenses, and financial performance.
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Cash flow monitoring and financial forecasting within the agreed scope.
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Budgeting and financial planning support.
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Discussion of business decisions and their general financial and tax implications.
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Identification of financial risks and opportunities.
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Scheduled advisory meetings and ongoing support within the agreed service parameters.
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Annual tax forms preparation (1120, 1120-S, 1065 and states)
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General tax-related discussions arising from the ongoing review of business financials.
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Monitoring of estimated tax payment considerations based on available financial information.
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Coordination of financial information needed for business and individual tax return preparation, where included in the engagement.
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Identification of potential tax planning matters that may require additional analysis.
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If applicable, Sales tax, Payroll, State Franchise tax, etc.
Every business is different. The level of accounting support, financial reporting, and advisory involvement you need depends on your business structure, transaction volume, industry, and financial goals.
Rather than fitting your business into a predefined package, we develop a customized service arrangement based on your needs.
CFO & Accounting Services start at $1,250 per month.
Your monthly fee is determined after an initial conversation and review of your business requirements.
FAQ
What is included in the monthly membership?
Our monthly membership includes bookkeeping, monthly financial reporting, annual business tax preparation, ongoing accounting guidance, review of finnancial performace and year-round communication. Services are customized based on your business needs and complexity. CFO services include quarterly Zoom check-ins and End of Year Tax Planning meeting. We take care of our client all year round!
Is tax preparation included in the monthly fee?
Yes, our membership plans include annual business tax preparation whether it is Form 1120, 1120-S or 1065. Personal tax returns for business owners may also be included.
Are there any surprise invoices or hourly charges?
Our goal is to provide predictable monthly pricing with no surprise invoices for routine support and included services. Any additional projects or out-of-scope work would always be discussed and approved in advance.
Do you offer payroll services?
Yes. We provide payroll support and coordination through our trusted payroll software provider Gusto to help simplify payroll processing and tax filings.
Do I need to sign a long-term contract?
We offer ongoing monthly services designed to support your business year-round. No long-term lock-in contract, we promise!
How is pricing determined?
Pricing depends on several factors including transaction volume, any business specifics, payroll needs, number of states filed, bookkeeping complexity, and the level of support your business requires.
Can I still work with you if I only need a tax return?
Yes. We also offer standalone tax preparation services for individuals and businesses who are not ready for a monthly membership.
What accounting software do you work with?
We primarily work with cloud-based accounting systems. We love Xero for it being simple and business owner friendly. We also work with QuickBooks Online, as it's widely used by many business owners.
How do we communicate and work together remotely?
Most communication is handled through email, Zoom calls, and secure online document sharing, allowing us to work with clients nationwide.
What types of businesses do you work with?
We work with medical practice owners, real estate investors and high earning small business owners. Among our clients we also have service-based businesses, consultants, contractors and Amazon/Etsy online shops.
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