We realize it is not in your budget to hire a full-time employee as your Chief Financial Officer. Therefore, CFO for Small Business implements a holistic approach in our partnership with our clients which is coupled with the most up to date technologies to save you money. Our first step is a review of your business entity (corporate, LLC, etc.) filings and supporting documents to be sure you are i
n compliance with state requirements. Then we set up your computer accounting software, show you how to print checks and make deposits, and set up online banking and the remote access portal. Quarterly and annual meetings are then scheduled to go over your financial, tax, and compliance status. We focus on the details so you can focus on your business. The listed services are available piecemeal in special circumstances. However, our regular monthly clients take priority due to time constraints and their success will not be jeopardized. Congratulations on your first step to securing your virtual CFO and thank you for allowing us to serve your business needs.
