My CFO Service

my CFO

Our primary service is myCFO, a financial consultation service for individuals, freelancers, and small businesses. myCFO combines high-level strategic financial planning with your day-to-day financial operations, including everything from business and personal taxes, and high-level budgeting to tax planning and routine financial check-ins for your business. 

The myCFO offering includes:

·     Budgeting: From defining your annual financial goals to creating a high-level budget for your business, myCFO helps determine the income and expense targets necessary to reach your financial goals.

·     Check-ins: myCFOwill review your financials on a monthly basis, checking in with you either monthly or quarterly to discuss the progress you’re making toward your financial goals. 

·     Tax planning:We want there to be no surprises when it comes to your taxes! That’s why myCFOcompletes quarterly tax projections for your business and reviews them at your regularly scheduled check-ins. 

·     Annual tax returns:myCFOcompletes your annual tax returns for both you and your business for no additional charge, helping you make the most of your money as you file your returns.

·     Q&A- As your go-to person for anything having to do with your funds and finances, myCFOis the first person you can call about big money decisions. From buying a house or car to investing and paying off debt, we’re your financial experts available to answer any and all questions you have about your money.