Comprehensive Business Package

Our complete online Chief Financial Officer consulting training and support courses includes training and support for web-based bookkeeping and full cycle accounting systems, 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.

No experience is necessary. 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 everyone regardless of your background or experience. We are here to support you and help you achieve success.

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

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?