CFO Business and Tax Services, Inc.

Your Personal CFO and Tax Professional

 

Services Offered

The following is a list of the services that we have to offer you.  This is by no means an exhaustive list, so please feel free to send us any questions you may have by going to our Contact page and filling out the form.

 

 

Tax Services

 

Tax Preparation for Individuals, Business, Estates and Trusts and Non-Profit Organizations

 

IRS and State Audit Representation

 

IRS Offer in Compromise

 

Payroll Tax Returns

 

Sales Tax Returns

 

Business Personal Property Tax Returns

 

 

General Bookkeeping Services

 

Certified Quickbooks ProAdvisorĀ®

 

Client Quickbooks setup and training

 

Complete bookkeeping services using Quickbooks

 

  • Payroll Processing Services
  • Accounts Payable Invoice entry
  • Cash Receipts input
  • Bank Reconciliations

 

Non-profit accounting

 

 

Advanced Bookkeeping and Accounting Services

 

Financial Statement Preparation per GAAP Standards

 

Balance Sheet Account Reconciliation using Auditable Formats

 

Cash Flow statements and projections

 

Financial Statement Ratio Analysis

 

 

Consulting Services

 

Strategic Planning and Analysis

 

Process and Operations Review

 

Operations Startup and Entity Creation including:

 

  • Secretary of State document creation and filing
  • Federal document filing

 

Budget Analysis, Development and Forecasting

 

Corporate Minutes and Governance Assistance

 

Human Resources Management

 

  • Job Description creation
  • Employee Handbook and Policy set up
  • Benefit Administration Assistance

 

 

 

*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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