What is it?
We’ve developed a comprehensive CFO services and tax advisory system with transparent pricing. No more surprise bills when you call asking for advice. We will create a customized plan with everything you need for one annual agreement, billed quarterly. We want to focus on our relationship and how we can help you.
When you become a client, we’ll offer you a package of services under one of two offerings:
- Tax Advisory Services or
- CFO Accounting Services
How it Works
With each offer, we’ll always start with an upfront tax plan to analyze your complete tax situation. This allows us to take the time to focus on your situation. We will look at your business and your personal life goals and recommend custom strategies so that you can save the maximum amount of money possible.