Gain peace of mind with a dedicated CFO, innovative results, and a thorough understanding of your business.
CFO.101 is the foundation of all our CFO services. Perfect for the entrepreneur that has a handle on bookkeeping, but is looking for a strategic partner to help stay on track.
You run your business, we'll take care of all your bookkeeping, accounting, taxes...
and so much more.
Confidently manage payroll, tax and human resource matters with integrated tools and small business support.
You process your own payrolls, we'll make sure you stay compliant!
Send us your payroll info; we'll handle the rest!
Time tracking solutions available
Annual Work Comp Audit Reporting available
QuickBooks Online Core is required for payroll support services
Do you do your own payroll or do you not use QuickBooks? No problem. You can still remain up to date with compliance matters and count on reliable support when you have questions.
CFO Collaboration is our strategic small business support platform. Get access to valuable resources, notifications, and advice for your entrepreneurial journey.
Included in all of our CFO on the Go services, CFO Collaboration provides applicable content, analysis and management tools, compliance updates, tax tips, small business education, and entrepreneurial support designed to provide a strategic and compliant approach to the management of small business finances.
Included this year: small business pandemic support.
Stay in the know about the everchanging benefits available to small businesses under the CARES Act, and other State and Federal pandemic relief programs.
The entrepreneurs must-have to gain knowledge, confidence, and trust in your finances.
As business owners, bookkeeping can be overwhelming and frustrating - not to mention time consuming. But it is crucial for making business decisions. Don't spend your precious time struggling with debits and credits. When set up correctly, QuickBooks can be an easy-to-use accounting system, as well as a powerful and efficient business tool.
$599 ($299 with CFO Services) - Includes: