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 & Management Services

  • Startup Business Consulting
  • Creating Banking Relations
  • Cash Management Solutions
  • Business Risk Identification
  • Business Valuation
  • Development and Monitoring Internal Controls