Advisory Services
We can help you launch your business in any state including formation, employer registration, and bookkeeping/payroll setup.
As an early-stage company, you could benefit from the advice and knowledge of an experienced CFO. However, hiring someone with that level of expertise generally goes well beyond the budget of most small and medium-sized businesses. Hiring a professional on a part-time basis offers an excellent alternative.
Our Part-Time CFO services can help you to manage the full range of financial, accounting, tax, and administrative services so that you can concentrate on expanding the business instead of back-end functions
- Business Formation Services -- You can expect a seamless digital experience—from gathering your tax documents to filing your return electronically.
- Part-Time CFO Services -- We are here to support you with tax advice throughout the year…not just at tax time. You can count on us for strategic advice that leads to smart tax decisions all year long.
Business Formation Services
- Start-up capital & cost analysis
- Business structure consultation (including tax planning)
- State registration (articles of incorporation / organization)
- IRS registration (EIN and entity classification elections)
- Establishing accounting controls and processes
Part-Time CFO SERVICES
- Enhance month-end close, financial reporting, FP&A, and reconciliations.
- Manage order-to-cash processes, customer setup, invoicing, and sales taxes.
- Oversee vendor management, contractor setup, billing, and accounts payable.
- Train and manage accounting staff.
- Liaise with specialists like bankers, attorneys, valuation experts, and insurance agents.
- Support financing efforts and negotiations.