Our Services

Gain Back Your Time. Be Compliant. Lower Taxes. Master Cashflow. Be Free!

What Makes Us Different

Empower your business and enrich your life! Join forces with us, your committed partner, to boost your business and personal achievements. Let's climb to new heights together!

Basic Compliance

Eliminate the stress, overwhelm, and confusion around compliance tasks like bookkeeping, financial tracking and reporting. Have everything you need to submit to your lenders, suppliers, and tax compliance offices at your fingertips. Set it and forget it so we can bring you to a complete financial reality, which is the foundation for taking your business to the next level.

Transaction categorization
Account reconciliation
Financial reporting
2290 filing
Factoring accounting
Federal income tax estimates
QuickBooks Online training
24/7 secure client portal
72 hours or less response time email/chat support

Book An Appointment

Frequently Asked Questions

Does this include payroll services?

Payroll services are an add on to the services mentioned in Basic Compliance. Your account representative will be able to guide you on the best solutions for this.

Does this include my tax filing?

This includes 2290 filings, if you are a trucking company. Business and personal income tax filings are a separate engagement, however bundled programs are offered to include this in your monthly service charges so you don't have to come out of pocket during tax season.

Accountant Advisor

Real-time data to grow your business!

Confused by the jumble of numbers? Perplexed by sales figures, baffled by gross profit margins, and mystified by net income calculations? When the digits don't add up, it's not just frustrating—it's costly! Avoid the pointless number-crunching headache and let us illuminate your financial narrative. With our insight, you'll pinpoint precisely where to tweak and transform. Prepare for a financial revolution!

Basic Compliance
Accounts payable management
Accounts receivable management
Budgeting
Basic forecasting
Tax planning portal
TMS integration
Asset management
Advanced reporting
Quarterly strategy sessions
48-hours or less response time phone/email/chat support

Book An Appointment

Frequently Asked Questions

What is the tax planning portal?

We give you access to real-time tax planning tools that allow you to see, at any given point, how much income tax you can expect to pay for the current year. You can your entire profile including filing status, dependents, tax payments already made, other income sources and more so that you will have an accurate picture of your tax position right now. This also ties into your financial accounting software (QuickBooks, Xero, etc.) to pull in your forecasted business financials so that this is also taken into account.

What is TMS Integration

We work with you to integrate your trucking management software (TMS) into your business financial management. We align the technology with your financial software, and ensure that all of your business assets and fleet management tools are setup for you to win.

CFO Elite Partnership

Maximize your business's success with a professional financial partner — keep full ownership, maintain total control. Gain clear financial forecasts, control your cash flow effectively, enhance your tax planning, and protect your assets. Consider us your complete resource for business prosperity.

Accountant Advisor
Monthly strategy sessions
Financial analysis and advisory
Cash flow forecasting
Proactive tax planning & tax strategy
Asset protection
Driver/Equipment KPI analytics
24 hours or less response time phone/email/chat support

Book An Appointment

Frequently Asked Questions

What's the difference between the tax planning portal in Accountant Advisor and the tax planning in CFO Elite Partnership?

At the Accountant Advisor level, you have access to the tax planning portal technology only. With the CFO Elite Partnership, we build out a strategic tax plan taking into account every aspect of your life so that you don't have to pay Uncle Sam any more than necessary. We work with you to legally reduce your tax liability to as close to zero as possible and stay with you along the journey to ensure you get the optimal outcome.

What is the main benefit of a CFO Elite Partnership engagement?

Fast results. In nearly all cases, the people we work with want a specific outcome. With the CFO Elite Partnership, we identify the gap between that outcome and the current state and we methodically bridge that gap and move on to the next outcome relatively fast.

Get in touch with us

Our team is eager to help you. But you need to take the first step.

(888) 428-2669

[email protected]

Monday - Friday, 8:00 am - 6:00 pm

Send us a message

Follow Us

We are committed to your success. If there is nothing we can do to help you achieve more revenue, profit, cash flow or greater efficiency, we won't take your business. Our goal is to help you create freedom, wealth and legacy through entrepreneurship.