Introductory sessions where we discuss and define your financial concerns and discover how TFS can alleviate your financial stress. In addition, we will discuss our services, fees, company
on-boarding processes, and any other financially related questions you may have.
These 60-minute sessions (can be held virtually or in-person) will allow you to gain the financial clarity you desire related to your business, personal or tax concerns.
During these sessions, we will:
1. Discuss & Evaluate Your Concerns
2. Develop REALISTIC Financial Goals
3. Create a Financial Plan (Business Budget, Personal Budget, or Tax Plan)
4. Establish a DETAILED Plan of Action
Includes 4-hours of the following services:
Preliminary Financial Management Report that Includes:
1 Hour Strategy Session to:
30-day Accountability Follow-up Call
Why hire a virtual CFO? The CFO Accounting Services are premium financial services that provide small businesses the opportunity of having a full service accounting department to manage the routine financial duties of the company. Services range from Accounts Receivable & Accounts Payable Management, Payroll, and CFO Financial Consulting.
Let us handle your finances monthly while you run your business!
Outsourced Accounting Services are offered at (3) different levels:
Annual Income Tax Preparation & Filing are provided for the following:
*All tax services include Tax Planning Sessions for the following tax year.
These Services Include:
Touché It Your Way Membership:
Geared towards small businesses just starting out or businesses experiencing growth, but not yet ready to hire an accountant/bookkeeper.