Virtual CFO - Business CORE Maintenance

Service Description

This is perfect for an entrepreneur/business owner that's been in business for a while and steadily generating an average monthly revenue of $8,500+ that requires more in-depth accounting. With this package, you should be entertaining paying yourself, growing a staff, possibly taking on Contractors in your business, and wanting to learn how to SAVE on your taxes. You should definitely be staying on top of tracking your income and expenses (but this time, MORE in-depth), setting budgets, and YESSSS....implementing growth strategies for your business. If this is you and you'd like to stay organized and be ahead of it all - you definitely should start here. Includes: *Discounted QuickBooks Online Subscription *Up to 4 Bank/Credit Card Accounts *Less than 200 combined transactions per month *Classification of Income and Expenses *Establishing Business Budgets *1099 Contractor Management and Tax Filing *Payroll Subscription for up to 3 personnel *Payroll Tax Filings *Customer Management for up to 10 *Bill Payment for up to 10 *Business and Personal Towards Tax Preparation *Tax Strategy Advising *Monthly Bank Reconciliation of Accounts *Monthly Financial Statements *Unlimited Email Support

Cancellation Policy

Appointment Cancellation When you book your appointment, you are holding space on our calendar that is no longer available to our other clients. In order to be respectful of your fellow clients, please call the corporate office at 407-999-2677 as soon as you know you will not be able to make your appointment.

If cancellation is necessary, we require that you call at least 24 hours in advance. Appointments are in high demand, and your advanced notice will allow another client access to that appointment time. How to Cancel Your Appointment If you need to cancel your appointment, please call us at 407-999-2644 between the hours of 10 am and 6 pm. If necessary, you may leave a detailed voicemail message. We will return your call as soon as possible. Late Cancellations/No-Shows A cancellation is considered late when the appointment is canceled less than 24 hours before the appointed time. A no-show is when a client misses an appointment without canceling. In either case, we will charge the service fee of $55.00 missed appointment fee.

For new clients’ first appointments, a no-show or late cancellation will result in a full charge of the service appointment fee.

Contact Details