Who We Are
CFO Consultant's Services
We offer a broad array of services to meet the needs of the business owner.
We are the CFO Consultants who are easy to work with.
Our expertise making your business more profitable
Financial expertise for a price
you can afford
Financial planning/ strategy/ modeling
Your bookkeeping are ours; we’ll get you the info you need
Cash flow forecasting, budgeting, month-end close (accrual), cost accounting, software suggestions & implementation strategy, etc.
Full charge or just the parts you need
If you just need help getting started
Conversion to QBO
Setup new company
tax filing & planning
Tax experts to help plan ahead or get your tax return filed
business valuation & brokerage
Certified valuation experts
Phantom stock bonus plans
Our Fee Structure
Check out CFO Consultants's affordable package options
Everything in Growth plus:
Custom Chart of accounts
Unlimited 1-on-1 bookkeeping &income tax advisory services year-round to help you make tax-savvy decisions and maximize your deductions
Includes Annual Business Tax Return
Syft Cash Forecast & Financial Planning/Budgeting
"I have had the opportunity to engage with CFO Consulting LLC and their services have been exceptional...
Their team of seasoned accountants bring years of experience to the table...
I would highly recommend them!"
"Attention to detail, and willingness to help, impressed me enough to make me trust CFO Consultants in any aspect of financial management. Their advice and diligence had already saved a lot of money and nerves.
If you're looking for a reliable and experienced partner in the complicated world of finance, I recommend that you start working with these guys."
"I highly recommend CFO Consultants LLC for their exceptional financial expertise and strategic guidance. Their team has consistently delivered outstanding results, helping our company streamline operations, optimize finances, and achieve sustainable growth.
Their professionalism, dedication, and deep knowledge make them a valuable asset for any organization seeking guidance."
VP TD Bank