Back Office CFO

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business foundation services

Back-office CFO

Currently waitlisted. If interested, please contact Unity Business Advisors.

$2500 / month

Implementation Fee: Waived

Includes everything in Back Office Support Team & Back Office CPA PLUS:

Tax

  • Implementation of comprehensive tax strategies.
  • Quarterly Tax Projections for owners
  • Personal Income Tax Return for business owner(s) and Audit Protection Plan

Advisory

  • Monthly meetings to discuss business financial health and walk through of Monthly Financial Statements
  • Analysis for financial results and a comparison to industry trends
  • Implementation of cost-saving strategies through analysis of monthly financial data
  • Business Valuation Report (up to twice a year).