CFO Services

The Benefits of a CFO Without the Hefty Price Tag

An experienced Chief Financial Officer (CFO) can provide invaluable tax and financial advice to any company, large or small. However, hiring a CFO is impossible for many smaller businesses due to high recruitment and salary costs.

With Taxulo’s CFO services, you’ll get all the benefits of having a Chief Financial Officer without the exorbitant price tag. We tailor our CFO services to fit your needs and budget so that you can focus on running your business while we handle all the laborious tasks.

How Can Your Business Utilize CFO Services?

Every business needs a feasible financial plan to succeed. Without consistently reviewing and updating your tax and financial policies, your business will miss out on improvement opportunities.

Taxulo CFO services can help you by providing comprehensive tax and financial planning, accounting and other critical services tailored to your specific needs and goals. We learn in-depth about the financial needs of your business and then create customized plans to maximize growth opportunities.

Fine-tune your company's financial performance

If you’re ready to learn how Taxulo can help you manage your finances more effectively, contact us to schedule your complimentary consultation. Our CFO services are designed to provide the guidance and knowledge needed to take your business to the next level.

Taxulo CFO Services


800 $USD /week
  • up to 10 employees or less
  • Onboarding - 2 weeks
  • Month-end closing
  • Financial reports
  • Monthly meeting
  • Unlimited assistance
  • Tax Return
  • Property/Sales/Excise Tax Returns
  • Tax Planning and Projections
  • Payables
  • Receivables
  • Cash flow control
  • Payroll services
  • Employee Expense Reporting


1,000 $USD /week
  • 10 - 20 employees
  • Onboarding - 3 weeks
  • Month-end closing
  • Financial reports
  • Twice a month meeting
  • Unlimited online assistance
  • Key Performance Indicators
  • 12 month projections
  • Revenue accounting
  • Tax Return
  • Property/Sales/Excise Tax Returns
  • Tax Planning and Projections
  • Payables
  • Receivables
  • Cash flow control
  • Payroll services
  • Employee Expense Reporting

Full Service CFO

1,500 $USD /week
  • 20+ employees
  • Onboarding - 4 weeks
  • Month-end closing
  • Financial reports
  • Up to six meetings per month
  • Unlimited assistance
  • Key Performance Indicators
  • 12-Month Projections
  • Revenue Accounting
  • Incentive Programs
  • Performance Review
  • Tailored department reports
  • Banking liaisons
  • Director's session
  • Resource Planning
  • Tax Return
  • Property/Sales/Excise Tax Returns
  • Tax Planning and Projections
  • Payables
  • Receivables
  • Cash flow control
  • Payroll services
  • Employee Expense Reporting

Custom Plan

  • Tailored to your specific needs: A custom offer designed to meet your specific needs .Select what's only needed and will give you a custom price.

CFO Services We Offer

Month-End Closing
A monthly close ensures that all necessary adjustments and accruals are recorded.
Financial Reports
This allows you to understand your company’s financial performance better, identify trends, and make sound business decisions.
Monthly Meeting
We recommend monthly meetings between the CFO and other executives to review financial reports.
Unlimited Assistance
Our CFO services provide prompt and courteous support whenever you have questions or need help understanding a financial report.
Tax Returns
We’ll provide you with detailed tax filings and prepare your personal tax or business tax returns.
Property, Sales & Excise Tax Returns
Depending on the type of business you run, you may need to file property taxes, sales taxes, or excise taxes. Our CFO services ensure that all of these tax returns are filed accurately and on time.
Tax Planning and Projections
Our CFO services help you plan for the future by examining possible tax implications and making projections.
Accounts Payable
Our CFO services guarantee that all your payments are made punctually and precisely, safeguarding you from costly penalties and late fees.
Accounts Receivable
That’s why our CFO services guarantee that all payments from clients, customers, and other third parties are collected swiftly. Moreover, we will ensure that any refunds or credits owed to your customers are professionally and promptly handled.
Cash Flow Control
We’ll provide detailed cash flow reports that show you a timely and accurate snapshot of the current financial situation of your company.
Payroll Management
Your employees and contractors need to be paid on time and with accuracy. That’s why our CFO services include payroll management, which includes setting up payroll accounts, processing payroll, and filing all necessary taxes.
Employee Expense Tracking
Monitoring employee expenses and reimbursements is essential for reducing financial risk while maintaining staff responsibility.
Key Performance Indicators
Our CFOs create detailed metrics so you can gain insights into how your company is trending and make the most informed decisions for its future.
12-Month Projection
Having the right roadmap for success is essential for any business. With our 12-month forecasting service, you’ll have an accurate and reliable financial plan tailored to meet your company’s needs. As your business grows, we will adjust our projections and keep you on the path to success.
Revenue Accounting
Our CFOs ensure that all your business income is recorded accurately so you can be sure you’re hitting your targets. We’ll also help you identify potential issues affecting your revenue and work to address them quickly.
Incentive Programs
We develop customized incentive plans to motivate employees and align business strategies with team members’ individual goals.
Performance Review
We will provide detailed updates on the performance of each project, team member, and department.
Customized Department Reports
We can develop customized reports for any department to ensure all goals are met, and progress is tracked effectively.
Banking liaisons
Provides comprehensive banking services, including establishing bank accounts, negotiating loans or lines of credit, and managing cash flow.
Director Session
We offer a tailored meeting with board directors to review financials and assess business performance.These meetings provide valuable insights and present an opportunity to develop strategies for long-term success.
Resource Planning
We can also provide relevant resource allocation recommendations to ensure optimal operational efficiency.