CFO 4 Your Biz, We Do More Than Your Typical Accounting Firm


As our name states, we provide much more than just accounting services. Many people don’t realize all of the items we help small businesses and non-profits with, so below are some of the main services we offer.

Accounting Services

Financial Statements Preparation
Budget Preparation
Present at Board Meetings
Assist with Annual Audits
Create Chart of Accounts
File Documents Electronically or via Paper Files

Bookkeeping Services

Create Customer Invoices
Preparing Checks
Record Deposits
Invoice for Grants
Bank & Credit Card Reconciliation
QuickBooks Setup & Support

Payroll Services

Process Payroll
Employee Benefits
New Employee Paperwork
1099 Preparation
Quarterly Payroll Taxes
Payroll Research Including Salary Analysis

Tax Compliance Services

Sales & Use Tax
Federal & State Taxes
Business Tax Returns, including Form 990’s
Individual Tax Returns
Responding to IRS Letters
Obtain Tax ID Numbers

Business Advisement Services

Internal Control Analysis
Business Valuations
Cash Flow Analysis
Tax Research & Planning
Startup Business Consulting
Banking Relations

When we provide services to non profits and small businesses, we like to think of ourselves as part of your team and your trusted adviser; ready to help with whatever task you need us to do.

Give us a call to see how we can help you solve your business or non profit’s challenges.