OUTSOURCED CFO

SERVICES

Running a business is a full-time job, but you can leave the bookkeeping to us. Let us worry about the numbers so you can focus exclusively on the success of your business.

Initial

Consultation

Streamlined

On-boarding

Financial

Analysis

Flat Monthly Fee

Consultation

Our bookkeeping service enables us to analyze your expenses and determine which costs may be eliminated and which are necessary. We also demonstrate how to expand your business by leveraging profits, and suggest financial controls to protect against theft and unnecessary leaks.

Our consultation consists of learning about:

  1. Your business

  2. Your background

  3. Your internal controls

  4. Your goals (Short Term & Long Term)

  5. Your tax situation

 Let us, the experts, make your bookkeeping easy and error-free.

 

Venture Capital Firms

You're busy funding startups, early-stage, and emerging companies; let us help you structure your accounting for maximum tax savings and give you a portfolio view of your growing investments.

 

We will help your firm:

​​

  1. File all-state registrations for investment vehicles and LLC's

  2. Audit the financials of potential seed funding recipients 

  3. Audit the internal controls of potential seed funding recipients

  4. Tax plan at the entity and portfolio level

  5. Generate monthly financials of investments at the entity and portfolio level

  6. Generate KPI's at the entity and portfolio level 

  7. Generate consolidated financials for monthly/quarterly board meetings

  8. Generate budget vs. actuals financials at the entity and portfolio level

  9. Generate financials for individual investors based on their portion of equity investments 

  10. Create, implement and execute financial reporting consistency among investment vehicles

Work with us to scale your firm in the most efficient and effective way possible!

 

Onboarding

During onboarding, we will:

  1. Establish client-specific performance metrics

  2. Train the management team on new processes and systems. 

  3. Migrate your books to QBO (if applicable)

  4. Migrate your payroll to QBO (if applicable)

  5. Clean up your books to date

  6. Provide performance metrics to date

Planning your finances is crucial for short- and long-term success. Every service we provide aims to improve your financial position. Although bookkeeping is a relatively simple task, we regard it with immense importance, as it can have a significant impact on your finances.

 

E-Commerce

We believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success.​

We will help your eCommerce business scale by helping you with: 

  1. Inventory & SKU Management

  2. Software Implementation & Integration

  3. Daily accounting of inventory on hand

  4. Cash Flow & Budgeting

  5. Gross Margin by product/product line

  6. Gross Margin by clientele (wholesale/retail)

  7. Break-even pricing 

  8. Creating & Monitoring KPI'S

  9. Creation & Tracking of Barcodes

  10. Projecting future trends with proficient and proactive analysis 

  11. Registering for Sales Tax

  12. Sales Tax Reporting & Compliance (Multi-State) 

Most private practice CPA's take on any and all clients without regard to the type of individual and/or business.  Our E-Commerce niche approach makes us a more valuable resource to your E-commerce business.

 

We can't wait to hear from you! Call us today and let us help you find what you're looking for.

© 2020 BY TAXES TAMPA LLC

stephanie@taxestampa.com   |   Tampa, FL 33606

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