Accounting, compliance, and strategy solutions for today's small business.
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Bookkeeping, Strategy & Compliance for the Self-Employed
CFO Lite
If you're a freelancer, self-employed, or an independent contractor - this package is for you.
In 2021, we launched our self-employed program and due to popular demand, we have improved the program and are excited to release the new #CFOLite on September 1st.
CFO Services for the Self-employed
CFO Collaboration Membership
+ Self Employment Bookkeeping & Taxes
CFO Collaboration Membership
Stay protected, up to date with regulations affecting self-employed and micro businesses, never miss a deadline, position yourself for growth with the latest trends, stay aware of funding opportunities, such as Grants, and take advantage of the tax breaks available to the self-employed.
+ Compliance & Strategy
+ Self Employment Bookkeeping & Taxes
CFO Collaboration Membership
Assessment
Kick off with a strategy session to get all of your questions answered and make sure you're on track with everything you need.
Like the program? Get an annual startegy session each year.
+ Self Employment Bookkeeping & Taxes
+ Self Employment Bookkeeping & Taxes
+ Self Employment Bookkeeping & Taxes
Get organized and maximize deductions with your Online Bookkeeping Portal.
We'll let you know everything that you can deduct and take credits for, so you never miss out on tax saving opportunities.
Take the stress and guess work out of your business taxes with everything prepared for you at the end of th year.
Have your own tax preparer?
Simply forward your year-end packet to them!
Want to do your own taxes?
Input the information provided into a program, such as TurboTax, and voila! (See our Fall class on Turbo Tax)
Need someone to do your taxes? Use one of our tax partners and save with discounted Income Tax Filing fees.
Must be a Schedule C filer (Sole Proprietor). Cannot have employees.
In 2021, we launched our self-employed program.
Due to popular demand, we have overhauled the program and are excited to release the new #CFOLite on September 1st.
Starting late in the year? No problem! We will make sure you're caught up on everything you need for the current tax year!
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