CFO 4 Your Biz

Services

Full-service support for your small business needs.

Services Offered

 

Accounting Services

  • Budget Creation

  • Prepare Monthly, Quarterly & Annually Financial Statements

  • Present at Board Meetings

  • Assist with Annual Audits

  • Create Chart of Accounts

  • Bookkeeping Services


Outsourced CFO Services

  • Educate business owners to make better decisions for their business.

  • Look at contracts & update company bylaws.

  • Help business owners with operational finance issues.

  • Provide accounting, bookkeeping, tax, and human resource services.



BOOKKEEPING Services

  • Create Invoices

  • Prepare Checks

  • Deposit Checks

  • Grant Invoicing

  • Bank & Credit Card Reconciliation

  • QuickBooks Set-up & Support

  • File Documents


Payroll services (Human resources)

  • Conduct Payroll

  • Employee Benefits

  • Administer New Employee Paperwork

  • File & Pay Payroll Taxes

  • Update Employee Handbooks

  • Analyze Salaries & Job Descriptions

  • Payroll Research



TAX COMPLIANCE Services

  • Individual Tax Returns

  • Sales/Use Tax

  • Payroll Taxes

  • Federal & State Taxes

  • Property Taxes

  • Form 990

  • Help with Tax Research & Planning


Business Advisement Services

  • Startup Business Consulting

  • Creating Banking Relations

  • Cash Flow Analysis

  • Business Risk Identification

  • Business Valuation

  • Internal Control Analysis

  • Entity Selection