CFO Services

You Get All the Benefits of In-house CFO Services…
At a Part-Time Price!

At some point, your business will reach a point where it would benefit from the advice of a full-time Chief Financial Officer, but you won’t quite be ready to spring for the near $100,000 price tag (plus bonuses and benefits) for those CFO services.

Congratulations if your business has reached this point!

We are pleased to be able to offer you the benefits of a CFO without the hefty price tag.

Our part-time CFO services provide you that valuable financial advice at a fraction of the cost – a perfect bridge for this stage of your company’s growth.

With our part-time CFO services, you can expect to see…

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Increased ease at knowing an expert is on the team overseeing and protecting the financial side of your business

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More time to focus on your business growth – developing new services, attracting new customers, and dealing with other core business issues.

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An enhanced understanding of the financial side of your business, giving you the power to manage the hard and true numbers of your financial picture to obtain the best benefit for your business.

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An expert to help guide you through tough business decisions and to help you clarify your business plan.

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A specialist who will train and manage your accounting staff, leaving you with one less aspect of the business to absorb your valuable time.

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Enhanced budget preparation and monitoring.

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Profitability analysis per type of products and service lines your business offers.

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Tips and strategies for saving on taxes.

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Assistance in long-range planning and the development and prioritization of goals.

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Better cash management.

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A dedicated member of your team to interact with bankers, attorneys, vendors, etc.

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Someone to review and negotiate everything from insurance policies to financing options and rates.

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The development of accounting procedure manuals.

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Implementation of collection advice policies and procedures.

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Analysis of everything from equipment purchases to expansion plans and mergers and acquisitions possibilities.

Let Us Help:

Does the IRS Have An App For Orange County Taxpayers To Manage Their Taxes?

 Quick Answer: The Internal Revenue Service provides an official mobile application called the IRS app, available for free on iOS and Android devices. Through the platform, you can securely review your federal tax records and submit electronic payments...

Can I Use My RMD To Fund A 529 College Savings Plan For My Orange County Grandchildren?

 Quick Answer: Yes, you can use your Required Minimum Distribution (RMD) to fund a 529 college savings plan, but you can’t execute a direct, tax-free rollover between the accounts. Instead, you have to first withdraw your annual distribution as ordinary...

Should I Do A Roth Conversion Before Year-End? When Orange County Taxpayers Should Skip It

 Quick Answer: You should only do a Roth conversion if your current marginal tax bracket is lower than your projected retirement rate and you can pay the full tax liability with outside, non-retirement cash. If the extra income pushes you into a higher tax...

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 Quick Answer: Health Savings Account (HSA) funds never expire at the end of the year, so there's no use-it-or-lose-it deadline to beat. Your entire balance rolls over automatically on January 1 because you own the custodial account outright.Key...

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 Quick Answer: Donating your long-term appreciated stock to a qualified charity removes federal and state capital gains taxes and secures an itemized tax deduction for the full fair market value of the shares. To preserve these tax benefits, execute an...

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 Quick Answer: The most frequently overlooked retirement tax traps are taxable Social Security benefits, Medicare IRMAA surcharges, and forced Required Minimum Distribution (RMD) tax pileups. These hidden costs occur when mandatory RMDs and uncoordinated...

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 Quick Answer: To meet the October 15 deadline, pull missing tax records directly from your IRS Online Account and verify your identity using your prior-year AGI or IP PIN. Submitting your e-file before midnight locks in your official timestamp and stops...

How Much Do Independent Contractors Pay In Taxes? Ameritax’s Tax Strategies for 1099 Contractors

 Quick Answer: How much do independent contractors pay in taxes? Independent contractors typically pay between 25% and 35% of their net profit in total taxes, covering federal and state income brackets alongside the mandatory 15.3% self-employment tax. Because...

What are the IRS Down Payment Gift Rules For a House for Orange County Parents?

 Quick Answer: The IRS classifies a down payment for a house as a non-taxable personal gift, which places all reporting obligations on the giver, exempting the homebuyer from paying income tax. Under federal tax law, transferring funds above annual threshold...

Can I File Another Tax Extension After October 15? Answers For Orange County Taxpayers on Extension

 Quick Answer: No, you cannot request additional filing time beyond October 15 because federal tax rules strictly cap your individual extension period to six months. Beyond limited legal carve-outs for expats, deployed military personnel, or disaster victims, the...

Ready to get started?

Our schedule is very full, but if you call us at (866) 282-3127 or email us we'll give you two options to meet with us right away—in-office or virtually. We will NOT make dealing with a tax professional as painful as it's been in the past!