Optimized CFO & Controller Services

Optimized CFO & Controller Services

No reviews yet · Serves Nationwide · Specializes in K1 Partnership Income, Non-Profit Organizations, Professional Service Firms

We're a modern strategic advisory firm specializing in providing financial analysis, forecasting, and accounting solutions.

Services

  • Accounts Payable/Receivable
  • Bookkeeping
  • Budgeting & Forecasting
  • Business Tax Preparation
  • Cash Flow Management
  • Financial Advice & Coaching
  • Individual Tax Preparation
  • Payroll Services
  • Sales Tax
  • Tax Planning & Strategy
  • Tax Preparation

Pricing

  • Monthly Fixed Fee — $1,000–$10,000 monthly
  • Project-Based Fee — $1,000–$10,000 per project

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