Services
What We do
Accounting Services
Outsourced Accounting
You didn’t start a business to track your cash flow, reconcile accounts, learn accounting or how to use Excel. But we did. We, CFO+, gives you the freedom to focus on your business, knowing you’ll receive accurate, detailed books every month.
Our accounting managed services revolutionizes your noncore, but board critical activities with easy-to-integrate solutions and deep experience and extensive knowledge.
We provide full-cycle accounting services with expertise in standard costing, inventory valuation, grant/contract/project accounting, ASC 606 revenue recognition, ASC 718 Stock compensation, ASC 805 Merger & Acquisitions, ASC 842 lease accounting and more in various sectors and industries.
In addition, we have experiences in several well-known accounting and reporting tools (SAP, NetSuite, Xero, QuickBooks, Sage, Divvy, Spotlight, Finmark) along with advanced Excel and Power BI skills. Why settle with limited options?
All for a monthly price that works for your business.
Audit and Tax Supports
As we take pride in our quality work, we offer our full support to your 3rd party tax services and audit engagement to facilitate the compliance needs.
Tax Services
We are IRS registered Tax Preparers and Taxflye consultants. Let us take care of your tax matters, so you can focus on enjoying your success.
Individual Tax Services
In changing and complex regulatory environment, personalized tax planning and income tax preparation for high-net-worth individuals is crucial. Our team of tax experts work closely with you, providing innovative tax strategies that aim to reduce your income taxes while ensuring compliance with income tax laws. As trusted tax advisors to the US families, family offices, and single LLC business owners, our tax professionals have extensive experience and knowledge in preparing both federal tax returns and state tax returns.
Corporate & Partnership Tax Services
C-Corp
S-Corp
1065 partnership
990 Non-profit
Non-SALT Tax Services
Sales / Use tax
Franchise Tax
1099’s
1042’s
Bill and Invoice Processing
Accounts Payable and Accounts Receivable
Healthy cash flow with sound risk management is imperative step to ensure the business success. Accounts receivable (“AR”) and accounts payable (“AP”) are two of the most crucial components in the cash flow. They are finance and accounting processes that must be carried out by all businesses and organizations on a daily basis.
Apart from being critical to everyday operations, these tasks are very labor-intensive, not to mention repetitive and time-consuming. These tasks further represent an additional burden on your in-house accounting team, resulting in an increased incidence of errors.
In fact, inefficiency in your accounts payable or accounts receivable processing can further result in inaccurate accounting records that are based on for tax compliance, delayed and drawn-out payment cycles, unnecessary bottlenecks, and complaints further ruin your business reputation and company image.
Our AR and AP services not only take on your daily labor intensive activities, we look for ways to improve your financial and accounting processes without driving up your costs or compromising on quality, internal controls and the relationships with your customers and vendors.
Consider the benefits of delegating these essential financial activities and processes and wonder how affordable it can be for your business?
Systems Use
We have experiences in various innovative tools: Bill.com, Ramp, Expensify, QuickBooks and more. No need to settle, what you prefer to use is what we will use.
Payroll Processing; Human Resource
Human Resource Management
On average, a fee of 20% to 30% of the employee’s yearly salary would be billed to the company and paid to the recruiter as commission if you don’t have a HR /recruiter or your recruiter doesn’t know much about hiring an professional accountant or finance expert.
No one can guarantee a culture-fit candidate. What if the new hire quit in 6 months? How about onboarding and training? How about terminating an employee? We got you covered.
Our experience in recruiting, business expansion and outsourcing, business closure and equity awards (stock compensation) will benefit and support you as your business evolves and changes. Contact us to find out how much you can save to find the right talent.
Payroll Processing
Payroll Processing is a critical and mandatory tasks when you operate your business with employees. It’s a delicate and sensitive matter requires thoughtful process, detail-oriented approach and timely communications. Our experience in onboarding employees and consultants, from setting up in payroll system, W-4 and W-9 processing to mandatory training, and last payroll run to meet local regulations and equity awards (stock compensation). Our payroll services will benefit and support you as your business evolves and changes.
Systems Use: We are familiar with Workday, ADP (TotalSource and Run), Paychex, Gusto, Paylocity and Equity tool (Carta).
CFO Services & Financial Advisory
The cost of hiring a full-time CFO for a small to medium size company can range from $175,000 to over $520,000 per year, plus vacations, bonuses, and other benefits. This cost can be significant for a new and growing business, but there’s a better way!
Our Virtual CFO Service is an affordable solution when you don’t need a full-time CFO. Either a fractional CFO at fixed cost or CFO on-demand at a hourly rate, or even outsourced controller function, we will base on your needs to help guide your business to success.
Our Virtual CFO (vCFO) services package includes but not limited to:
- Review your financial health, KPI’s and prepare for a listing of deliverables at your choice; Cash Flow forecast, Spend Management; financial analysis.
- Create policies, implement processes and support system implementation
- Strategic financial assessments, financial planning and analysis, investor reporting – from creating, maintaining and enhancing operating budget & financial forecast
- Manage relationships with vendors, customers, banker, auditor, investors and board members; presenting or participating in business meetings and more.
- Act as hands-on controller to lead and train your accounting team and review their work.
Other Project supports:
Mergers, Acquisitions, Fund Raising, IPO Readiness; Cost Reduction/Restructure for Financial Crisis; Stock compensation, etc.
Our Full package of CFO Services include all other services: Transactional accounting tasks and audit supports, billing and invoicing, tax preparation and more.
Network Solutions
With experiences in supporting ERP system and cloud solution implementation, we offer financial consulting services to support you or your IT on system implementation from accounting standpoint from setting chart of accounts to accounting process workflow and UAT (user access testing).
- We have experiences in the following solutions:
- Accounting systems: SAP, NetSuite, QuickBooks, Xero, Sage
- Payroll solutions: ADP, Paychex, Gusto, Paylocity, Workday
- Billing and invoicing: QuickBooks, Bill.com, Ramp, Expensify and digital payment method (e.g. virtual card).
- Equity: Carta
- Consolidated reporting: Spotlight
- Forecast, Budget and Spend Management: Finmark, Divvy
We partners with other well-known technology companies to provide you with IT supports:
- On-going IT maintenance services: security guard, cloud database, apps administration, VPN, etc.
- One-time IT project (SEO, website design)
Free Estimation
Request A Quote
Just a few pieces of information from you to find out how much we can save for your business