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OUTSOURCED CFO SERVICES

If you're ready to make profitability and growth your priority, our CFO services are for you.

What's included?

  • Cash flow management (Profit First method)

  • Budgeting (Profit First method)

  • Adhoc projects and reporting

  • Monthly KPIs & performance metrics

  • Bank loan/investment assistance

  • Monthly Bank Reconciliations

  • Financial Reports

  • Monthly Financial Health Checks via Zoom 

  • Year-end tax package and coordination with CPA

  • Estimated tax calculations

  • Sales tax payment, filings, and reconciliations

CONTACT US

bit.ly/jeanetteandrada

hello@jeanetteandrada.com

(210) 343-2738

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