Bookkeeping & CFO Accounting Services
The bookkeeping and CFO accounting services provided by My Tax Expert includes the preparation of financial statements and maintaining a record of financial transactions within your company or organization. We also provide tax planning, income projections, and profit consultations.
Bookkeeping and Accounting
Stop wasting time trying to analyze your financial books and consider hiring a professional bookkeeper and accountant to receive up-to-date financial reports. Whether you are a large company or a small business, My Tax Expert can be your official bookkeeper and accountant to interpret your financial needs. Turn your attention to what needs to be completed for your business and leave the accounting services to us – we are happy to assist you in your bookkeeping needs.
Monthly Account Reconciliation
Expense & Income Tracking
Financial Statements & Expense Management
Document Collection & Storage
QuickBooks Online Plus
Multiple Bank, Credit Card & Loan Account Management
GET THE BOOKKEEPING & CFO EXPERTISE YOU NEED
Outsourced CFO Services
My Tax Expert can assist you in CFO services for small business and larger businesses. We can help with tax planning, offering business financial analysis, cash management, future planning, and strategic financial planning that increases the likelihood of success in the long term. We are prepared to provide you with an array of financial tools you may need to enhance fundraising, business strategy, the annual budget, and more.
Among our CFO services include the attendance of board meetings to lead financial discussions and interpret financial statements or figures. Our expert CFO services can optimize your financial situation in your business or organization. With sophisticated expertise in the financial field, My Tax Expert can have a high quality impact on your CFO accounting needs. We ensure you will have access to the financial data and information, which gives you an opportunity to ask questions about the process, re-strategize as needed, and improves awareness of essential business decisions being made. We look forward to being the bookkeeping and CFO service professionals you need. Please reach out to us if you have any additional questions.
As you are considering a new tax professional, there are some questions to ask to help guide the important decision for a tax professional or corporate advisor.
Are you licensed? Enrolled Agents (EA), Certified Public Accountant (CPA), and Lawyer are the only licenses the Internal Revenue Service (IRS) recognizes.
Do you carry Errors & Omissions Insurance? Who is the carrier? E&O helps tax professionals as a layer of protection for individuals that would hire a tax professional. In the event there is an error, the issue would not become a problem for the client.
Where can I find you after tax season? Many tax businesses and professionals open an office or conduct the tax preparation only during the tax season. My Tax Expert Inc. is a fully functional business throughout the year doing payroll, bookkeeping, and other business related supporting activities.
Do you carry cyber liability insurance in case a client’s information is compromised? This is key to having protection in the event of a breach of data.
How many hours of Continuing Education do you complete on a yearly basis? What are the topics?
