Allow our team of CPAs and Tax Professionals to help build the package that works for you and your business.

CFO All AccesS

  • All of the Full Program features PLUS:
  • Day to day responsibilities
  • Overhead Bill payment (online banking)
  • Client Payment applications
  • Purchase Order creation
  • Vendor payments
  • Monthly Client invoicing
  • Accountant Coordination

Full Service Monthly Book keeping

  • Client Deposits
  • Bank Reconciliations
  • Credit Card Reconciliations
  • Sales Tax filings
  • Monthly Work in Progress reports for Invoicing
  • Statements to Clients
  • Client Fee Calculator
  • Payroll Services
  • Monthly P&L

Assisted Monthly Book Keeping

  • Bank Reconciliations
  • Credit Card Reconciliations
  • Sales Tax filings
  • Monthly P&L

Business and Personal Tax Returns

  • Tax Prep
  • Tax Filings
  • Yearly clean up of books