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.
This 90-day program includes the following services:
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:
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
*All tax services include Tax Planning Sessions for the following tax year.
Gain Access to our digital spreadsheets that include :
Profit & Loss Statement Guide
Also included are a printable planner and a list of important finance dates to know.