top of page

Let's Connect!

We're open from Mon. - Thur: 10am - 4pm CST

WE SERVE CLIENTS NATIONWIDE!

Before we created CFO Flex and Tax Care Plan, we had clients who were struggling to keep up with all of their accounting requirements and were on the verge of giving up of ever running their business like a true owner.

 

What many people don’t tell you when you start running a business is that there is a lot more to running one than providing a service and making money. 

 

You work hard to build that business, build that reputation, and create a legacy for your family. However, while you're trying to build that empire, you most likely fail to remember the most fundamental thing to take into consideration: your accounting.

 

You're juggling so many hats from customer service to marketing that your accounting gets put on the back burner again and again until tax season rolls around the corner.

 

Yes, your accounting is important so you can file your taxes every year but there’s more to that if you want to truly succeed. If you’re not up to date on your accounting, how do you know if your business is thriving or dying? How do you know if you’re able to hire staff so you can take that dream vacation? AND how do you know that you’re doing what you’re supposed to be doing so the IRS doesn’t come knocking on your door and asking for more of your hard earned money?

 

Which led to us questioning how we can help you ensure you’re not only able to be compliant with the IRS, but to also help you create strategic plans for the growth of your business. 

 

After providing years of accounting services, we’ve found a true method that works to finally bring you peace of mind.

 

We created our CFO Flex and Tax Care Plan to bring you from bookkeeping to accounting to cfo-level guidance so we can grow with you. 

“Be proactive, instead of reactive”

In order to make sure that we are giving you quality work, we have a few requirements for those we work with. This helps us to streamline our work and give you our absolute best to you and your business

 

  • You're a business owner based in the US, and you operate as either a sole-proprietor, LLC, or S-corp.

  • You're consistently making over $100k in revenue.

  • You provide professional services, and while you may have other streams of revenue, inventory isn't a concern.

  • You're either using QuickBooks Online or open to transitioning (we can help you switch if need be!)

  • You're either using Gusto to pay yourself, employees, and contractors or open to transitioning (we can help you switch if need be!)

  • You're not more than 2 years behind on your annual tax filings.


If you believe that you fulfill these qualifications, we'd love to get to know more about you and your business!

bottom of page