CFO Services
HOW CAN OPTIMIZED CFO & CONTROLLER SERVICES HELP YOU?

WE OFFER A VARIETY...
CANDIDATES FOR OUTSOURCED SERVICES...
LARGER COMPANIES...
SMALLER COMPANIES...
WE WOULD LOVE TO MEET WITH YOU!
Accounting
Primary Focus
Hindsight | Historical Review
Includes
Historical Commentary/Writeup
Quarterly Schedule Meetings
4 Weeks Estimated For Onboarding
Financial Statements
Bank& Credit Card Statements
Quarterly Schedule Meetings
4 Weeks Estimated For Onboarding
Financial Statements
Bank& Credit Card Statements
Optional
Individual (owner) Tax Returns
Business Tax Returns
Business Tax Returns
CFO
Primary Focus
Foresight | Future Planning
Includes
Everything From Accounting & Controller
+ Foresight Commentary/Writeup
+ Forward Budget
+ Two Monthly Schedule Meetings
+ 8 Weeks Estimated For Onboarding
+ Up To 3 Scenario Plans
+ Standard KPIS
+ Forward Budget
+ Two Monthly Schedule Meetings
+ 8 Weeks Estimated For Onboarding
+ Up To 3 Scenario Plans
+ Standard KPIS
Optional
Individual (owner) Tax Returns
Business Tax Returns
Business Tax Returns
Controller
Primary Focus
Current | Near Term Planning
Includes
Everything From Accounting
+ Insight Commentary/Writeup
+ Current Budget
+ Monthly Schedule Meetings
+ 6 Weeks Estimated For Onboarding
+ Current Budget
+ Monthly Schedule Meetings
+ 6 Weeks Estimated For Onboarding
Optional
Individual (owner) Tax Returns
Business Tax Returns
Business Tax Returns
Do you need help with bookkeeping, taxes, or Quickbooks?
OUR OPTIONAL ADD-ON SERVICES CAN HELP
Paying Bills
Customer Invoicing
Payroll Processing
Sales / Use Tax Filing
1099 FORMS
Quickbooks Support
Tax Compliance
Tax Planning
