CPA AND TAX FILING
The CFO Agency partners with Wulstein Financial Services to bring you complete CPA and Tax Filing Services.
Stop letting all your profits flow out of your business and into your tax bill. Through a combination of entity and tax strategies, you have powerful allies to plug the tax holes in your company.
Find legal ways to lower your taxes. We utilize the whole tax code and understand the latest tax law. Here are some opportunities you may be missing:
- Entity restructuring for businesses, property, investments
- Change in your financial life can offer unexpected tax savings
- Maximize current operating expense deductions
- Most effective amortization of capital expense write-offs
- Organize business travel expenses to best advantage
- Tax benefits from charitable donations and retirement investments
- Deductions for education expenses or caring for aging parents
Your complete CPA & Tax services include tax preparation for individuals, corporations, partnerships, and other business entities; IRS representation; tax management consulting to maximize savings.
ACCOUNTING & BOOKKEEPING
Your business runs on numbers.
Number of clients. Number of employees. Profit. Expenses.
Connect with your numbers so you can make informed decisions about the operation of your company. The CFO Agency offers you the practical accounting and bookkeeping services you need to keep you business humming.
Our clients in the United States span a wide variety of industries, and we also work with service industries around the globe.
BOOKKEEPING
Your virtual bookkeepers act as your accounting department, supporting you with accounts receivable and accounts payable. We can also handle bookkeeping “after the fact,” sort out your current situation and put you on the right track.
With a full range of computerized bookkeeping, The CFO Agency meets you where you are. And because your goals are for BOTH your business and personal success, we can manage your personal accounting as well.
Put your money to work for you.
PAYROLL
Weekly, bi-weekly, monthly. One employee. 500 employees.
Your payroll needs are a snap for our professional team:
- Compliance Assurance
- Process Controls
- Direct Deposit for Employees
- Monthly, Quarterly, Annual Tax Returns Filed Electronically
- Union Reporting
- Multiple State Reporting
- Minority Reporting
- Certified Payroll Reporting
- Workers’ Compensation
- Complete Confidentiality
The CFO that pays for itself
Last year we saved our clients more than $500K. That’s not including the additional revenue inspired by the new-found financial confidence our clients gained.
How much more can you be getting out of your business?
You’ll get the analysis you need to fully comprehend – and fully profit – from your numbers. Understand the key factors that drive your company financials and get the reliable information you need to make sound decisions.
Recover the money lost in your business to improve your professional AND personal profit.
Accurate & TimelyOur bookkeepers are meticulous. With accurate financial information, you’ll know the true performance of your business.
ForecastingYour customized budget and financial forecasts keep you on track.
Strategy & AnalysisWith accurate financial information, our consultants work with you on the next best step for your business.
Wealth ManagementYour personal wealth development strategy allows you to build life on your terms.
Make your money work for you instead of you working for it.
We help you put your money to work by maximizing revenues and reducing expenses.
SCHEDULE A COMPLIMENTARY CONSULTATION
YOUR BUSINESS - OUR EXPERTISE.
The CFO Agency works with a wide variety of businesses:
- Professional services – dentists, veterinarians, chiropractors
- General contractors and construction companies
- Property Managers
- Aging Life Care agencies – home care, care management, concierge senior care
- Non-profits
- Small manufacturing operations
Get the complete services you need to keep your business moving: Payroll, taxes, and accounting services combined with insights and interpretations so you fully understand your numbers.
- Design
- Develop
- Implement
AS YOUR VIRTUAL CFO
Not only do we help you develop your plan for success with integrity, but we also help guide you through it along the way. With your complete lifestyle taken into consideration, the strategy developed for you and your business will directly align with your desired result.
This backed by an exceptional team to keep your financials in order will give you a sense of clarity and confidence that you can bank on.