Strategic guidance + systems to manage daily details

MyCFO: Forecasting & Planning


Budgeting, Cash Flow and Fixed Asset Forecasting

Developing systems for budget development and tracking; cash flow forecasting, profit and loss budgets; fixed asset investment planning, meeting day-to-day cash flow needs; over-runs (cost or time).

Tax Planning and Compliance

Innovative and effective tax planning services on a year-round basis. From tax structuring of complex business transactions to multi-state taxation to tax payment planning to succession planning, we apply our decades of experience to your particular situation.

Business Plans

Developing operational and financial business plans for start-ups and well-established companies; modeling financial status; analyzing market conditions.

Exit or Succession Planning

Preparing a business for sale by systemizing all aspects of the business; documenting institutional knowledge; cleaning up tax accounting and control procedures; preparing books and records for audit.

Contact MyCFO to learn how we can meet your needs now and in the future.  

146 Main St. Medway, MA 02053 | Phone 508-243-1684 | Fax 508-553-9789 |