Outsource CFO
The insight of a CFO for a fraction of the price
If your business is performing well enough to be in this position then we have the perfect solution for your needs. Our outsourced CFO services give you access to all of the insight a CFO will bring to your business at a fraction of the price. This professional financial manager will work directly with you to help guide your business and impact financial structure and success.
Having a CFO managing all of your companies financials will give you more time to focus on new services, new customers and other core business issues. It will also allow you to have better understanding of the financial side of your business.
By choosing our outsourced CFO services you will gain comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.
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Clearly seeing the hard and true numbers of your business will put you in a position to have improved decision-making capabilities.
Insights
Tax Efficient Retirement Requires Planning
Putting off distributions and holding assets in your retirement accounts as long as possible may seem like a good idea, but waiting too long can cause a major tax problem. When you reach age 73, the trigger requiring minimum distributions (RMDs) from qualified...
Tax Planning Triggers
Here are some tips that should trigger you to conduct a full tax planning session to ensure your tax bill next year is not higher than it needs to be. 1. You owed tax last year. If you have not adjusted your withholdings, you could be in for a big tax bill. Time...
Save Those Receipts!
When it comes to taking qualified deductions on your tax return, having proper documentation to prove your expenditure is a must. Here are some typical areas where taxpayers often fall short, costing them plenty during tax filing season and during IRS audits: Cash...