We work with client’s accounting records and prepare Financial Statements and other reports monthly using QuickBooks in the following manner:

1. We Maintain Your QuickBooks on our computers
2. We work with Your Online QuickBooks 24/7.
3. We review Your QuickBooks with the Accountant’s Transfer Copy.

CFO Financial QuickBooks Solution:

OBJECTIVE:

To provide a monthly service that allows the CFO Accountants to prepare your monthly financial statements and have current information to allow for Financial and Tax Planning. We act as your Chief Financial Officer (CFO) at less than 3% of what it would cost you to hire a full time CFO and we can save you our fees many times over.

JUST ASK OUR GROWING LIST OF SATISFIED CLIENTS - We provide you with a list of our clients for reference.

ADVANTAGES:

1. With up-to-date QuickBooks reporting, we can review your monthly activity, prepare financial statements and offer advice along with consultation.

2. The QuickBooks solution becomes a cost efficient method to perform monthly recordkeeping and obtaining solid financial advice.

3. We have found our QuickBooks Solution to be very useful and efficient. In any businesses, especially in today’s fast pace enviornment solid and reliable financial information needs to be assembled more frequently than quarterly or annually. Unless someone internally, other than the business owner, has sufficient bookkeeping and accounting skills the company lacks the necessary information to make sound financial and business decisions. CFO Financial Services provides the business owner with the financial expertise to make intelligent decisions.

4. It is our strong belief that the Business Owner spend his/her time growing and running their business. It is our objective as your CFO Accountant, to make sure that the financial information is current and you have access to us to make intelligent financial decisions regarding Your business.
   

**Review the table below for QuickBooks Monthly Reports & Services.

FINANCIAL STATEMENTS THAT ARE READY FOR YOUR BUSINESS NEEDS:

1. Accurate monthly reporting

2. Readily available detail of all income and expenses.

3. Monthly or Quarterly analysis of your Gross Profit, Key Expenses and Net Income.

4. Balance Sheet analysis and Changes in Financial Position.

5. Statement of Cash Flow. Important to all businesses this is a guide to where your cash came from, where it was applied and how much is available for use either for capital expenditures or owner distributions.

6. Financial information is readily available all year, and especially before year end to allow for Tax Planning. This itself is worth the cost of having current financial information at your disposal and for an expert financial and tax person to review.

7. Tax Preparation on a timely basis. CFO Financial QuickBooks Solution allows for timely preparation of Business Tax Returns. No extensions unless there is an overriding issue.

8. CFO QuickBooks Solution = Your Financial Success.