Executive Plan
For the true Business Builder.
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A growing business often reaches a point where you need sound financial guidance, but you don’t quite need a full-time CFO yet. That’s where we come in, with our CFO Service your problem is solved, at a fraction of the cost of hiring a full-time CFO. Hey, they don’t call us CFO for nothing.
A growing businesses often reaches a point where you need sound financial guidance yet still don’t require a full-time CFO.
With our CFO service, the problem is solved at a fraction of the cost of hiring a full-time CFO. You get the expert help you need to navigate your business to even greater success. You need the executive services.
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Corporation Tax
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Partnership Tax
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Sales tax - preparation
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Bookkeeping
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Small Business Accounting
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TPFG Insurance Exchange
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Personal Financial Plan (Owner)
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Payroll tax - preparation
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Payroll Preparation
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Payroll Compliance - Audit
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Telephone Support (8 hrs)
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Wealth Management Plan
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Tax Planning
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IRS Payment Plan
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New Business Formation
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Compilations - Financial Statement
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Cash Flow Management
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Credit Building Comp.
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Audit Preparation
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Offer in Compromise
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State and Local Taxes - RPIE
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Tax Strategies - Captives
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Reviews - Financial Statement
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Bank Financing Plan
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Telephone Support (Unlimited)
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Internet Marketing Advisory
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Estate Planning
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Commercial Insurance Advisory
This Executive Plan includes the following:
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Corporation Tax
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Partnership Tax
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Sales tax - preparation
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Bookkeeping
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Small Business Accounting
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TPFG Insurance Exchange
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Personal Financial Plan (Owner)