CFO Business and Tax Services, Inc.

Your Personal CFO and Tax Professional

Welcome to CFO Business and Tax Services, Inc!

We’re your choice for personal and professional tax, accounting* and consulting services.  At CFO Business and Tax Services, Inc., we understand the issues your company faces and through our continuing education and high quality client services are equipped to help you and your business grow and prosper!

 

Making your business grow takes more than just hard work and looking at financial statements.  Many business owners want to see their financial statements each month in order to know whether they turned a profit or not, so they can go back to running the day to day operations of their company.  That’s where we step in.  We can analyze your financial statements to help you discover what the true health of your business is at any given time.  We can also use your historical data to forecast trends and help you strategize based on projected income and spending.

 

Having an Enrolled Agent at your disposal helps you from both a personal and business perspective.  The level of tax expertise required to become an Enrolled Agent and maintain that status translates into comprehensive tax planning for you and your company.  Let us help you keep more of your hard earned money by effective tax planning and preparation!

 

We would be happy to help you with your Quickbooks® questions.  We are a Certified Quickbooks ProAdvisor® and can not only help you with your setup, training and input for that software, but we also have the ability to pass on valuable discounts to our clients for the Intuit line of products.

 

Please take the time to look through our website and get to know us and what we offer a little better!

  About UsGary Clisby, CEO

I have had a career as a Controller and CFO for more than 25 years in multiple working environments, ranging from the Construction Industry, Manufacturing and Service Industries to Non-Profits.   This has given me a unique and varied level of expertise in business and accounting.  My experience enables me to help you become more successful in your business!  I have an MBA and am also an Enrolled Agent.  As an Enrolled Agent I am required to complete a specific number of hours each year in Continuing Education.  Because of that requirement I am consistently updated regarding tax law changes.  I can therefore implement tax strategies that will help you with your tax planning on an individual and/or business basis. I am also a Certified Quickbooks ProAdvisor® with an in depth understanding of not only how to choose and set up the software, but how to use it to help you maximize your profits and increase the proficiency of your business.

 

 

I have been married for 33 years; have four grown daughters and six grandchildren.  I have lived in Southern California all my life, the majority of it in Orange County.  In my spare time I enjoy playing my guitar, camping and fishing, and surfing.

 

*Accounting services are provided under the authority of Section 5052 of the California Accountancy Act for which a state license is not required

 

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