CFO Services

We provide both growing and established organizations with experienced CFO-level talent at a fraction of the cost of a full-time employee. Our EAs and consultants work on site, which allows us to immediately address time-sensitive financial concerns, mentor your staff, and help you make critical decisions.

we offer

What we offer within our CFO services includes:

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Monthly Bookkeeping Services

We prepare your financial statements and email you your profit and loss reports every single month.

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Payroll Services

We process pay stubs for you, prepare payroll returns, pay your payroll taxes for you, and prepare W-2 forms.
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Sales Tax Services

We file your Sales tax returns and pay your sales taxes for you. We help you understand your sales tax so you are always compliant.
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Estimated Tax Services

We calculate your estimated tax payments and make the payments on your behalf with your approval.
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Tax Planning Services

We help you with tax planning strategies all year round based on your business trends.
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Corporate Tax Returns

We file your corporate tax returns in a timely manner.
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Individual Tax Returns

We file your individual tax returns in a timely manner.
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Support

Phone & Email support: If you need help with something, or have a question, our offices are open M-F 9am to 6pm to assist all of our clients.
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IRS & State notices

We take care of all IRS and State notices as well as responding to them on your behalf.
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IRS Payment Plans or IRS Phone Calls

We will call the IRS for you and assist you with what you need.
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1099’S

We file all the 1099’s for you. You don’t need to do a thing!
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Secured Portal

You have access to a secure portal where everything is stored.
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Account Manager

You will be assigned to one account manager who in most cases will handle all of your finances.
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Virtual CFO Services

All done for you.

Contact Us

1979 Marcus Avenue SUITE 108, Lake Success, NY 11042

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