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About
Services
Contact
Services
CFO Package
What is included
All Services in Controller Package
Quarterly meetings to review books and prepare next year
Produce 1099s for end of year reporting. Cost of filing with Federal and State governments included
Budget setup, modifications and analysis, run monthly budget versus actual report. Send to client
A/R and A/P tracking
Keep track of and pay tax estimates.
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Ideal Client for this package
Business owners who need an advisor that works closely with them on analytics
Small businesses that need advice on cash management/analyzing the numbers
Businesses that need access to our vast network of outside advisors
Let's discuss which package fits your needs.
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