February 17, 2021

CFO Services Plan – Our Process:

CFO Services Plan – Our Process:


 Initial Setup – Accounting Systems

  • Configure QB Online bookkeeping and develop system and processes for monthly accounting.


 Catchup Financials

  • Cleanup and evaluate historical financials to prepare to talk strategy to improve business performance.


 Financial Strategy

 • We’ll develop a financial strategy identifying areas for improvement and implement strategies for        growth to meet your goals.



 Tax Planning / Optimization

 • We’ll develop a tax strategy to optimize your tax position and minimize your tax liability.



 Reporting and Strategy Sessions

 • We’ll meet monthly to review financial results against budget/forecast and provide ongoing advise to           implement strategies to achieve your goals.