Accounting, compliance, and strategy solutions for today's small business.
CFO on the Go
Starting $199/month
+QuickBooks Online
You run your business, we'll take care of all your bookkeeping, accounting, financial system, compliance... and so much more.
- All CFO services come with a fully customized QuickBooks Online accounting management system; and the training needed to easily manage your business finances.
- Kick-off w/ a Strategic Financial Review. Whether your financials are up to date - or you have clean-up needed, our amazing team will have your current business finances ready for tax and strategic planning in no time!
- Manage cash-flow and always stay audit ready with daily/weekly Expense & Revenue Tracking.
- Stay up to date with Monthly Financial Reconciliations.
- Apply strategy to your business approach with Quarterly Financial & QuickBooks Online Reviews
- Keep your small business protected with Federal, State, and Local Compliance built into our CFO on the Go daily processes.
- Got questions? Telephone & Email Support for your small business accounting and QuickBooks is at your fingertips.
- Make taxes a breeze with a Year-End packet prepared for you and your preferred tax professional. Whether you use your own CPA, or one of our partners, everything needed for your business income taxes will be ready for filing in January!
ADD ONS
- Payroll/Tax Processing
- Sales Tax and Local Tax Filing
- Contractor Payments
- Contract Billing Management
CFO on the Go for Real Estate Agents
Accounting Services | $399/quarter
With Payroll | $599/quarter*
Tailored to the unique needs of Real Estate Agents, this package provides the bookkeeping, financial planning, and compliance management to always be tax and audit ready!
- Kick-off w/ a Strategic Financial Review
- Quarterly Income & Deduction Tracking
- Quarterly Financial Reconciliations
- Quarterly Financial Reviews & Statements
- Annual Financial Packet for Tax Preparation
- Owner Payroll & Payroll Tax Processing*
Requirements
- Must be a Real Estate Agent. Quarterly services are not available for any other business type or industry.
- Maximum number of bank, credit card, and/or loan accounts allowed is three (3).
- Must have online banking access.
- Cannot have employees, other than self.
CFO Lite
Take control of your independence! If you're a freelancer, self-employed, or an independent contractor - this package is for you!
Gain the benefits of CFO on the Go, without the extra requirements of small business. Bookkeeping, Taxes, Strategy, and Compliance for the Self-Employed.
- Kick off with a strategy call to make sure you're on track.
- Get organized with your Online Bookkeeping Portal.
- Maximize deductions and make sure you're taking advantage of everything available to you as a 1099 income earner with quarterly checklists and educational opportunities throughout the year.
- Stay protected and never miss a deadline with Compliance notifications.
- Take the stress and guess work out of taxes with everything prepared for you at the end of the year.
*Need your taxes filed? Save BIG with discounted Income Tax Filing fees.
Requirements
- Must be a Schedule C filer (Sole Proprietor)
- Cannot have employees.