Your personal CFO

Implement best practices in your business today with guided assistance from your personal CFO.

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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

See more S Corp Services

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


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 bookkeeping

Personal CFO Services

Take your business operations, efficiencies and tax saving to the next level with personal CFO services.

I want personal CFO services