My monthly Virtual CFO package takes your business to the next level, with a focus on strategic financial planning & long- term growth. It is the fully customized option ideal for businesses looking to expand or revamp their growth strategies!
All bookkeeping services provided with the Monthly Bookkeeping / Virtual Controller packages
Fully customized financial statements which includes financial forecasting, identifying / tracking key performance indicators, & benchmarking / market analysis
Monthly close-out meetings to review financial statements / update the rolling financial forecast
Quarterly tax planning with estimated tax payment vouchers
Annual tax filings of both your individual & business tax returns
Annual Form 1099 filings