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.
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.