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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