Comprehensive Business Packages

Whether you want to start your own firm or have an existing accounting business and would like to add CFO advisory services, our complete online Chief Financial Officer consulting training and support courses includes training and support for web-based bookkeeping and full cycle accounting systems, financial modeling and CFO dashboard and access to our back-office to perform bookkeeping and accounting services, professional marketing materials, comprehensive work at your own pace trainings, video trainings, lifetime technical and marketing support, ongoing live webinars and conference calls, and access & support for any new services we implement into our business package.

We can train you on how to use our web-based bookkeeping system and you can even use our back office to process your bookkeeping so that you can focus on growing your business. With the multiple income streams our business package offers, there is a niche in CFO consulting for anyone that has a background in accounting, finance or bookkeeping. We are here to support you and help you achieve success.

Whether you need help starting your business or you have an existing accounting business that you would like to transition to a true CFO advisory firm, we have a solution to help you meet your end goals and to start a CFO firm.

To learn more about starting your own CFO consulting business, visit Start A New Firm.  If you already have an existing firm and would like to add CFO advisory services, you can learn more at Existing Firm Owners.

When you become part of our network of consultants, you gain access to the following products and services. Even more importantly, we offer unlimited support, comprehensive training, and a proven marketing system. You can even get your very own customized marketing materials, as well as your own website, branded with your custom company name, logo, etc.

Contact the team at The Expert CFO today and let’s discuss the appropriate solution for you to help you get your CFO firm started today.

Comprehensive CFO Services

Bookkeeping Full-service bookkeeping and financial reporting using a web-based ERP system to support businesses of all sizes in any industry.
Full Cycle Accounting Full-service bookkeeping (cash basis and full accrual), accounts receivable, accounts payable, inventory tracking and financial reporting using a web-based ERP system to support businesses of all sizes in any industry.
Payroll, HR & People Services Payroll processing, time tracking & PTO, HR services, employee benefits, compliance support and people services.
A/P Automation Automate the accounts payable process, approval of vendor invoices for payment and remove the headache of getting bills paid.
Tax-Pro Provide your clients with tax preparation services for individual and business income tax returns in addition to providing overall tax planning strategies.
Cost Segregation Providing a properly administered cost segregation study can lead to potential tax savings for clients that own a commercial building.
R&D Tax Credit Help clients identify Federal and state research and development tax credits, enabling them to realize cash tax savings for qualified research activities.
Financial Modeling Assist businesses with preparing financial forecasts, budgeting and financial models to help guide them to success and to implement sound financial plans.
CFO Services Provide businesses with general CFO services by helping interpret their numbers and using sound financial data to support their operations and achieve success.
Are you ready to start your CFO consulting firm and change your destiny and financial position?
Contact Us Today

Insights

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Category Startup CFO

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