Get some time back. Get on the right path.
Our Services
CFO Services
Set targets. Track & analyze financial statements for strengths & weaknesses. Propose corrective action. Regular meetings. Month to month. Fixed Price.
$2,000-$20,000/month (depending on size of the business)
Tax Planning
Create a tax plan. Tax plan implementation. Regular meetings. Annual strategy review. IRS notice response (up to 3 years).
Fee for tax plan: Price varies + implementation fee monthly
Bookkeeping
Monthly accrual basis accounting. Monthly Reconciliation. Monthly reporting. Accounting software. App connections.
$999/month (minimum)
Tax Representation
Pull transcripts. Share analysis. Determine if Installment Agreement (IA), Offer-In-Compromise (OIC) or other strategy is best.
$2,500 deposit and varies from there
“I underestimated how hard it would be getting this business off the ground. With the help of David & his team, I was able to regain focus on the right areas of the business and then other things just started clicking.”
— Avatar Client
