Our Services
At our firm, we specialize in finance, so you do not have to. Let us take the burden off your shoulders - from accounting to financial planning, we’re here to support you. We offer tailored solutions designed to meet your unique financial needs and build a partnership that works for you.
OUTSOURCED CFO SERVICES
FOR CLIENTS WITH AT LEAST $1,000,000 IN REVENUE
Business Tax Return Preparation
(Includes Federal Form + 1 State)
Individual Shareholder Tax Return Preparation
(Includes Form 1040 + 1 State)
Annual Report Filing
Business License Renewal
Tangible Property Tax Reporting
Sales Tax Filing
Annual 1099 Preparation
(Up to 50 Forms)
Financial Statement Review
Estimated Tax Planning
QuickBooks Online Subscription
(Monthly Access Included)
Tax Notice Support
Tax Planning & Strategy Session
ESSENTIAL
COMPLIANCE
SERVICES
COMPLIANCE & INTEGRATED
SUPPORT
CFO-LEVEL STRATEGIC ADVISORY & PLANNING
Annual Budget Creation
36-Month Financial Forecasting
QUARTERLY
MONTHLY
MONTHLY
SAFE-HARBOR
SAFE-HARBOR
with reminders
ACTUAL PROJECTED TAX
ANNUAL
BIANNUAL
Monthly CEO Financial Review Meetings
(Virtual Sessions)
Our Firm's Roadmap
We believe transparency is the best policy, so let us set your expectations for our firm's process.
Phase 1: Diagnostic
Over the course of six weeks, we will conduct a comprehensive Financial Diagnostic leveraging your existing financial data. Our team will work closely with you to gain a thorough understanding of your current financial position, uncover inefficiencies, discover hidden opportunities, and identify areas where strategic improvements can be made. By the end of this phase, you will receive a clear, actionable summary of our findings.
Phase 2: Integration
Following the diagnostic, the insights gained will be used to guide the implementation of targeted tools and strategies to address your organization’s unique financial objectives. We will tailor solutions that align directly with your goals—whether that means improving cash flow management, enhancing reporting capabilities, or supporting long-term financial planning. This ensures that the next steps are focused on driving measurable results where they matter most.
Phase 3: Continuation
In the final phase, we shift from setup to sustained success by providing ongoing support through monthly performance analysis and strategic advisory meetings. These sessions are designed to keep your organization on track, offering timely insights, proactive recommendations, and a space to address emerging challenges or opportunities. By consistently reviewing financial performance and aligning it with your evolving goals, we ensure that your strategy remains dynamic, data-informed, and results-driven.
Additional Services
Want to work with us, but not sure you are ready for the CFO level commitment? We also provide additional introductory services. Read below to learn more!
Strategy Session
This is a one-time, one-hour virtual meeting designed to address a specific financial challenge or opportunity. The session provides immediate, expert-level guidance to help you clarify your next steps and move forward with confidence. Whether you need input on cash flow, budgeting, pricing, or another financial decision, we will tailor the session to meet your priorities. This service is ideal for those seeking a quick, focused solution without a long-term commitment. Payment is required at the time of booking.
One time, one-hour virtual meeting
STARTING AT: $350
One-hour virtual meeting
Business Intensive
This one-day engagement is designed for business owners facing complex or time-sensitive financial challenges that require focused attention and strategic problem solving. Offered as either a half-day or full-day session, this intensive provides a deep examination of a critical area of your business. Sessions may be conducted virtually or in person, with in-person engagements available at a higher rate. Payment is required in advance. This service is best suited for those seeking meaningful clarity and direction through a single, high-impact engagement.
One day (half or full day) workshop
$1,500
$3,000
STARTING AT:
Financial Diagnostic
This is a six-week engagement focused exclusively on assessing the current state of your organization’s financial operations. It begins with a one-hour introductory call to align on objectives and gather key context. From there, we conduct a detailed analysis of your existing financial data to evaluate performance, identify inefficiencies, and uncover opportunities for improvement. This service is strictly diagnostic in nature and does not include strategy development or implementation support. Upon completion, we will deliver a comprehensive summary of our findings in the format that best suits your needs.
6-week financial deep dive
STARTING AT: $4,500
Next Steps . . .
Curious about working with us? We partner closely with a limited number of clients to ensure the highest level of support.
If you are interested in exploring a potential fit, please complete the interest form and follow the next steps. Our team will review your submission and be in touch to schedule a call, if it seems like a good match.