Your personal CFO
Implement best practices in your business today with guided assistance from your personal CFO.
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FRACTIONAL CFO SERVICES
Expert guidance and white-glove service on implementing business best practices and streamlined operations.
New Payroll Setup
✓ New Gusto payroll setup and customize payroll settings
✓ Setup of payroll tax Ids, linking bank information and initial employee onboarding
✓ Job description and offer letter templates
✓ Training on how to run payroll
S-Corp Strategic Setup
✓ "Reasonable Salary" analysis and calculator
✓ Accountable plan and retirement matching implementation with meeting minutes
✓ Best practice guides and templates, with live training
✓ White-glove assistance in implementation
QuickBooks Online setup
✓ Setup new bookkeeping company account
✓ Customize company settings
✓ Customize chart of accounts
✓ Customize management reports
✓ Link bank and credit cards
✓ Integration to Gusto and 3rd party applications
Hire Spouse/Kids
✓ Guided setup with payroll, employment contracts, job descriptions and time tracking
✓ Best practices, templates and guides to stay above board
✓ Training and implementation
1099-NEC filings
✓ Provide detail and have your 1099 filings done for you
✓ Best practice workflows to collect paperwork upfront in Vendor setup process
LLC Setup and Dissolution
✓ Checklists and guides on setting up a new LLC or closing an LLC
✓ White-glove guided walk-through California LLC setup for non-property, single owner LLCs
Bookkeeping
Outsource your business bookkeeping to our team of experts. Know your numbers and make real-time profit driven decisions in your business.
I want to outsource my bookkeepingFractional CFO Services
Take your business operations, efficiencies and tax-savings to the next level with fractional CFO services.
I want fractional CFO services