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:

Who Can Claim the American Opportunity Tax Credit? Guidance for Orange County Parents

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Do You Have to Pay Taxes On Sports Betting? What Orange County Bettors Need To Know

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The Orange County Taxpayer’s Guide: How Do I Calculate My Federal Tax Withholding?

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 Key TakeawaysAs a W-2 employee, you pay half of Social Security and Medicare tax through withholding. As a self-employed taxpayer, you pay both halves through self-employment tax. Self-employment tax is 15.3% of your adjusted net earnings, and you also pay...
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Your Tax Pro’s Guide To Spring Cleaning Your Tax Reduction Strategy

  Key Takeaways Use your 2025 return as a diagnostic tool to calculate your real tax percentage and identify specific areas for AGI reduction. Use the post-tax season window to calibrate your withholding or estimated payments. IRS limits have increased for...
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Mistakes Orange County Taxpayers Should Avoid When Filing For a Federal Tax Extension

 Key TakeawaysA federal extension provides six extra months to file, but all taxes owed must still be paid by the April 15th deadline to avoid penalties and interest. For 2026, the IRS assesses a 0.5% monthly failure-to-pay penalty plus 7% annual interest...
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s the Self-Employment Tax Credit Real? And Other Tax Scams Orange County Taxpayers Should Watch For

 Key TakeawaysToday’s tax scams look professional, sound convincing, and are built to get your Social Security number, filing credentials, or signature on a bad return. A big refund promise is one of the clearest warning signs of a scam. You are...
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Will the IRS Ever Call You On the Phone? 6 Tax Scams for Orange County Taxpayers to Avoid

 Key TakeawaysThe IRS does not initiate first contact by phone, text, email, or social media. Initial contact is generally made by mail. A message demanding immediate payment, threatening arrest, or asking for gift cards, crypto, or banking information is a...
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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!