Services

Business Coaching

Bookkeeping. Payroll. Taxes. Technology.

Your Full-Service, Integrated CFO Solution, One Low Monthly Investment.

As a focused small business owner, you deserve a financial team on your side. This solution includes:

• Bookkeeping

• Account Reconciliation and Review

• Prepare 1099s

• Prepare and File Annual Report

• Annual Tax Estimate

• Regular Check-Ins with an iCFO Accountant

• Prepare Personal and Business Tax Returns

• Advocacy: An excellent sounding board without bias

• File Sales and Excise Tax Returns

• Complete Workers Comp Audits

• Unlimited Support

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Some events or services are uncommon or infrequent, so we aren’t going to charge you for those unless they actually occur. We call these “Overtime” and can give you a quote if needed.

• Government audit support

• Business sale/shutdown/transition planning

• Software implementation

• Quarterly annualized tax payment calculations

• Business expansion work

• Other projects at iCFO discretion

• Amended tax returns

We believe business owners MUST stay close to the money, so there are some daily tasks we shouldn’t and don’t do:

• Estimating and Invoicing

• Customer Collections

• Custody of Assets

• Make Your Business Decisions

Disclaimer: iCFO’s All-Inclusive Solution is NOT a one size fits all solution. It is strategically designed to be an amazing solution for Small Businesses from Start-Up to $2 million in revenue. Let’s visit and see if we are a good fit for one another. Either way, we promise you’ll win because if we aren’t meant to work together, you’ll get valuable insight on what to expect from your accountant, and we’ll point you in the right direction!

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Data Performance

Frustrated with your financial data? Are you unable to get "good" data from your books or finance arm? Supercharge your finance department with our all-in, onsite, high energy Data Performance solution. Data Performance is a consultative service provided directly by Max Wilen, CPA. Quickly resolve bottlenecks, misleading information, and archaic accounting processes and get the right data, accurately and on time! Fast. Simple. Predictive!

• Create accountability (this can be fun) by establishing how to keep score

• Implement modern and appropriate processes for your finance team

• Integrate the right software into your business and accounting system

• Learn the key to using intuition (gut feel) validated by the right data

• Simplify your data so it is easy to read and understand

• Start with onsite, embedded support to create energy and quickly execute

• After initial onsite, future scheduled support is available onsite and remotely

Call for a free discovery meeting and see if Max can help!

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Business Coaching

For those who need to take the advocacy portion of our services to the next level, one-on-one business coaching with Max is an additional resource.

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