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
Transactional
- 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
Controller
- 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
- 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.