UpCFO

Outsourced Full-Service Accounting Subscription

 
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How can an outsourced CFO help your business grow?

Staying in compliance and minimizing your tax burden is complicated. Most small business juggle between ten different service providers to handle payroll, sales taxes, bookkeeping, business/personal tax preparation, tax planning… the list goes on! All of this juggling consumes the business owner’s time, attention, and quite frankly - their sanity. Why continue down this path? Instead, you can outsource all your accounting and compliance needs to one place. Let us be the accountant so you can spend your time running your businesses.

No more hourly billing. No more huge tax preparation costs in April. No more juggling between all your service providers. McCarthy Money Management will take care of all your compliance, bookkeeping, tax planning, tax preparation, and ongoing business consultation needs for one stable, consistent monthly retainer.

Services Included:

  • EVERYTHING included with my Basic Bookkeeping Package:

  • All data entry — transactions accounted for under both cash and accrual accounting basis.

  • Document management and storage for Audit Protection

  • Monthly Financial Statements - Cash and Accrual

  • The peace of mind knowing that you have a CPA overseeing your company books

  • In-person and virtual meetings included, as necessary

  • Additional compliance returns and information returns included

    • Businesses and all business owners’ personal tax returns included

    • Quarterly tax estimates

    • Sales and use tax returns

  • More sophisticated bookkeeping to allow for insightful internal reports to help your business grow and become more profitable.

    • Vendor, supplier, inventory and customer analysis

    • Job profitability reports

    • and more!

  • Proactive Tax Planning

  • In-person and virtual meetings included, as necessary