Mid-Level CFO Package
Empower your business with strategic financial management through our Mid-Level CFO Package. This package provides advanced financial oversight and strategic planning, ensuring your business operates efficiently and profitably. Experience the benefits of expert financial guidance and proactive management. Here’s what you get:
Day-to-Day Bookkeeping: Ensure every transaction is accurately recorded and categorized with tax savings in mind, giving you peace of mind and more time to focus on your business.
Reconciliation & Review: Keep your accounts in perfect balance with monthly reconciliations, preventing discrepancies and ensuring financial accuracy.
Invoicing & Bill Payment (including contractor [1099] payments): Simplify your accounts receivable and payable processes, ensuring timely payments and efficient financial operations. Includes 1099 prep and filing for your contractors)
Payroll Accounting for W-2 Employees: Manage your payroll efficiently with expert payroll accounting services, ensuring accuracy and compliance.
Inventory Tracking: Keep your inventory in check with precise tracking, helping you manage stock levels and optimize your supply chain. Includes adding products and services in your accounting software, as needed.
Monthly Financial Statements Review (6 reports of your choice): Choose the financial reports that matter most to you and receive detailed monthly reviews, providing critical insights into your business’s performance.
Customized Reports: Get tailored reports that focus on your specific business needs, offering valuable information to guide your decisions.
Quarterly & Annual Income Tax Filings: Stay compliant with all tax requirements with timely and accurate quarterly and annual tax filings, minimizing your tax burden and avoiding penalties.
Sales Tax Filings (if needed): Ditch the confusion with our comprehensive sales tax filing services. We’ll track your nexus status, current sales tax liability, & keep you informed on what you’ll owe and when. Experience the simplicity of accurate & timely sales tax filings so you can say goodbye to amended filings and penalties and hello to seller freedom!
Unlimited Financial Health Updates: Receive continuous updates on your financial status, empowering you to make informed decisions at any time.
Quarterly & Annual Cash Flow Forecasting: Gain control over your finances with detailed cash flow forecasts, allowing you to plan effectively and avoid cash shortages.
Quarterly & Annual Budgeting: Develop and maintain budgets that align with your strategic goals, helping you manage resources efficiently and achieve your financial targets.
Financial Analysis: Receive comprehensive financial analysis to understand your business’s performance and make data-driven decisions.
Cash Flow Analysis: Understand your cash flow patterns and identify opportunities to optimize liquidity and financial health.
Quarterly Strategy Meetings: Collaborate with our experts in quarterly strategy meetings to review performance, set goals, and develop actionable plans.
Advanced Advisory Services: Access high-level advisory support to address complex financial challenges and drive growth.
Empower your business with strategic financial management through our Mid-Level CFO Package. This package provides advanced financial oversight and strategic planning, ensuring your business operates efficiently and profitably. Experience the benefits of expert financial guidance and proactive management. Here’s what you get:
Day-to-Day Bookkeeping: Ensure every transaction is accurately recorded and categorized with tax savings in mind, giving you peace of mind and more time to focus on your business.
Reconciliation & Review: Keep your accounts in perfect balance with monthly reconciliations, preventing discrepancies and ensuring financial accuracy.
Invoicing & Bill Payment (including contractor [1099] payments): Simplify your accounts receivable and payable processes, ensuring timely payments and efficient financial operations. Includes 1099 prep and filing for your contractors)
Payroll Accounting for W-2 Employees: Manage your payroll efficiently with expert payroll accounting services, ensuring accuracy and compliance.
Inventory Tracking: Keep your inventory in check with precise tracking, helping you manage stock levels and optimize your supply chain. Includes adding products and services in your accounting software, as needed.
Monthly Financial Statements Review (6 reports of your choice): Choose the financial reports that matter most to you and receive detailed monthly reviews, providing critical insights into your business’s performance.
Customized Reports: Get tailored reports that focus on your specific business needs, offering valuable information to guide your decisions.
Quarterly & Annual Income Tax Filings: Stay compliant with all tax requirements with timely and accurate quarterly and annual tax filings, minimizing your tax burden and avoiding penalties.
Sales Tax Filings (if needed): Ditch the confusion with our comprehensive sales tax filing services. We’ll track your nexus status, current sales tax liability, & keep you informed on what you’ll owe and when. Experience the simplicity of accurate & timely sales tax filings so you can say goodbye to amended filings and penalties and hello to seller freedom!
Unlimited Financial Health Updates: Receive continuous updates on your financial status, empowering you to make informed decisions at any time.
Quarterly & Annual Cash Flow Forecasting: Gain control over your finances with detailed cash flow forecasts, allowing you to plan effectively and avoid cash shortages.
Quarterly & Annual Budgeting: Develop and maintain budgets that align with your strategic goals, helping you manage resources efficiently and achieve your financial targets.
Financial Analysis: Receive comprehensive financial analysis to understand your business’s performance and make data-driven decisions.
Cash Flow Analysis: Understand your cash flow patterns and identify opportunities to optimize liquidity and financial health.
Quarterly Strategy Meetings: Collaborate with our experts in quarterly strategy meetings to review performance, set goals, and develop actionable plans.
Advanced Advisory Services: Access high-level advisory support to address complex financial challenges and drive growth.
Empower your business with strategic financial management through our Mid-Level CFO Package. This package provides advanced financial oversight and strategic planning, ensuring your business operates efficiently and profitably. Experience the benefits of expert financial guidance and proactive management. Here’s what you get:
Day-to-Day Bookkeeping: Ensure every transaction is accurately recorded and categorized with tax savings in mind, giving you peace of mind and more time to focus on your business.
Reconciliation & Review: Keep your accounts in perfect balance with monthly reconciliations, preventing discrepancies and ensuring financial accuracy.
Invoicing & Bill Payment (including contractor [1099] payments): Simplify your accounts receivable and payable processes, ensuring timely payments and efficient financial operations. Includes 1099 prep and filing for your contractors)
Payroll Accounting for W-2 Employees: Manage your payroll efficiently with expert payroll accounting services, ensuring accuracy and compliance.
Inventory Tracking: Keep your inventory in check with precise tracking, helping you manage stock levels and optimize your supply chain. Includes adding products and services in your accounting software, as needed.
Monthly Financial Statements Review (6 reports of your choice): Choose the financial reports that matter most to you and receive detailed monthly reviews, providing critical insights into your business’s performance.
Customized Reports: Get tailored reports that focus on your specific business needs, offering valuable information to guide your decisions.
Quarterly & Annual Income Tax Filings: Stay compliant with all tax requirements with timely and accurate quarterly and annual tax filings, minimizing your tax burden and avoiding penalties.
Sales Tax Filings (if needed): Ditch the confusion with our comprehensive sales tax filing services. We’ll track your nexus status, current sales tax liability, & keep you informed on what you’ll owe and when. Experience the simplicity of accurate & timely sales tax filings so you can say goodbye to amended filings and penalties and hello to seller freedom!
Unlimited Financial Health Updates: Receive continuous updates on your financial status, empowering you to make informed decisions at any time.
Quarterly & Annual Cash Flow Forecasting: Gain control over your finances with detailed cash flow forecasts, allowing you to plan effectively and avoid cash shortages.
Quarterly & Annual Budgeting: Develop and maintain budgets that align with your strategic goals, helping you manage resources efficiently and achieve your financial targets.
Financial Analysis: Receive comprehensive financial analysis to understand your business’s performance and make data-driven decisions.
Cash Flow Analysis: Understand your cash flow patterns and identify opportunities to optimize liquidity and financial health.
Quarterly Strategy Meetings: Collaborate with our experts in quarterly strategy meetings to review performance, set goals, and develop actionable plans.
Advanced Advisory Services: Access high-level advisory support to address complex financial challenges and drive growth.