CFO Services
These services are strictly for the elite driver. If you make over $250,000 a year, then you need these financial services. It allows you to outsource the duties and responsibilities of a large corporation Chief Financial Officer (CFO).
Monthly Fee: $75.00
What you get with CFO Services:
Each individual or company that chooses this option will require a unique set of services because you are unique. Here is a list of the services most used by others in your position:
Review of monthly or quarterly accounting
Provide calculation of current year tax liability and payments of estimated taxes
Set up and clean-up of current financials
Work with you to find current tax savings.
Keep your “Tax Preparation ready” for smooth end of year
Train you and/or your staff to maximize their time and energies
Give you financial information that will help you feel more in control
Provide assistance through the use of a Power-of-Attorney Form, signed by you, to be able to represent you or your corporation on any federal or state tax issue
All pricing will be determined up front based on the needs and requirements of the individual/company participating.