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:
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.
We believe business owners MUST stay close to the money, so there are some daily tasks we shouldn’t and don’t do:
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!Call Us Today
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!
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.Learn More