NeedaCFO

You don’t hire a CPA to fill in the blanks for you on a tax form.

 You hire a CPA for their expertise and knowledge.

 

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What
I provide consultative and virtual CFO services for small and startup businesses. I have been fortunate to contribute to the success of hundreds of companies and thousands of people from all over the world.
Why
We are all in business to make money and my job is to show you how to bring in more money and to keep more of the dollars you do bring in. You want your business to succeed and I want to help.
How
All virtual CFO services include no added fees if you have questions or need guidance in making a financial decision. Questions are free. I am available all year long.

Tax Client
Annually
$400
Free to email with questions
Free to schedule online consultation
File one US federal tax return
File one state income or franchise tax return
Consultant Client
Monthly
$150
Free to email with questions
Free to schedule online consultation
File one US federal tax return
File one state income or franchise tax return
Quickbooks Online Essentials
Quarterly financial statements
Startup Client
Monthly
$500
Free to email with questions
Free to schedule online consultation
File three US federal tax returns
File three state income or franchise tax returns
Quickbooks Online Plus
Monthly financial statements
Quarterly business review
Success Client
Monthly
$1,000
Free to email with questions
Free to schedule online consultation
File four US federal tax return
File four state income or franchise tax return
Quickbooks Online Plus
Monthly financial statements
Bi-Monthly business review

Add on services for any of the above

  • Xero bookkeeping account add $50 per month
  • sales tax reporting $50 add per month per state
  • full service payroll for up to 5 US employees add $100 per month

Subscription Options



Note that your access to online

services will be cancelled.