Prospective Client Intake Details

services

Fractional CFO (Forecasting, KPIs, and financial leadership)

Outsourced Accounting (AP, AR, payroll, reporting)

Growing my business and getting organized

Planning to sell or transition my business

I want the lowest cost option that gets the job done

I want good value—quality matters, but so does price

I want the best service available and expect to pay for expertise

Annual check-in with year-end planning ($300/mo range)

Quarterly strategy calls with proactive recommendations ($750/mo range)

Monthly partnership with direct access to your CPA ($1,800/mo range)

Not sure—I'd like to discuss during our call

Defined Benefit Cash Balance Plan Feasibility Analysis

5472 - Foreign-Owned U.S. Entity Reporting

8865 - U.S. Persons With Foreign Partnership Interests

8858 - Foreign Disregarded Entity & Branch Reporting

8938 - Statement of Specified Foreign Financial Assets