CFO By Design
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Sanford, FL & Online
About
We have a complete suite of services to start, run, rehab and fund our commercial clients.
Achieving short term and long term goals by collaborating and resourcing both captial and support.
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit
Photos and videos
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Frequently asked questions
What is your typical process for working with a new customer?
Client sets up a vitral conference call emailing [email protected]. Once we go over their needs and our ablity to assist them we establish milestones towards acheivement.
What education and/or training do you have that relates to your work?
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Do you have a standard pricing system for your services? If so, please share the details here.
We do but, many client eventually have unique needs that we later customize our pricing to the current situation, goals and cashflow.
Services offered
Accounting
Financial Services And Planning
Individual Tax Preparation
Business Tax Preparation
Hr And Payroll