Ready to give your numbers the attention they deserve?
with Quarterly CFO Strategy
Scaling a business is a challenge without help,
we provide a new approach to
Accounting & CFO Services
We invite you to apply to our CFO VIP Day to get the Accounting Support that you need in less time!
Reserve a 4-6 hour timeslot dedicated
to You + Your Business.
all done in one day!
Let's Break Down What To Expect:
We Establish an Accounting Strategy with a team
including Tax Accountant & Bookkeeper and an Operations Manager based on your goals!
We complete a FULL analysis and review of your Current Financial Workflow done 1 week prior to your VIP Day.
We work behind the scenes while you do what you're good at and clean up any messes, errors and automation to optimize your Financial Software & Payment Processors.
You're needed for only 1 hour of the VIP Day!
30-minutes during our kickoff call
30-minutes during our off-boarding call
If you own a product-based business, we got you!
We will include a Sales Tax Analysis for Your Store to keep you compliant with the state.
Your customized strategy will include:
Payroll Recommendations with Tax Analysis for
Owner & Team
To keep more money in your pockets, you'll get
up to 3 Years of
Tax Returns Reviewed for potential, missed tax savings.
As you expand, we will help you create your company's
Cross-Training Library for expansion.
All VIP Days
include 14 Days of email Accounting Support.
*You're tired of DIY-ing
*Accounting & Taxes is NOT your expertise
*None of your systems are talking to each other
*Custom strategy to save thousands in taxes
*Peace of Mind knowing you won't miss another deadline
*Unnecessary spending cut by 25%-50%
*More financial clarity, confidence and freedom in your decision making
*Your Business is financially attractive to leverage other people's money
To see if you're a good fit to save you thousands in taxes with a customized business finance strategy for your VIP Day, click the link below to complete this 10-minute application.
Give us as much detail as possible to ensure we can provide you with the BEST possible financial transformation!
Ready to get started?
Your business life will improve!
You will have added peace of mind without ever interrupting what matters most...
being paid, at-peace, and cared for!
Click the link below to chat