UpCFO
UpCFO
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One-Time Engagements For Small Businesses

 One-Time Engagements

Full-Year Accounting and Tax Prep

Reach out for a free initial consultation and quote

  • QuickBooks Set Up and Integration / QuickBooks Clean-up & Year-End Preparation of Company Books for Tax

  • Financial Statement Preparation - Accrual Basis for internal management & Cash Basis for tax purposes

  • Tax Preparation

    • For the business and for the business owners

  • Strategic Tax Planning Consultation

CPA Strategic Advisor Consultations:

Reach out for a free initial consultation and quote

  • Business entity selection consultations

  • Review books together and discuss general questions you have

  • Year-end tax planning meeting

  • Business strategy and planning meetings