CFO Service 1: Business and Personal Planning
Personal Financial Planning
Practice Financial Planning
CFO Service 2: CPA Services
Tax Planning and Preparation
Accounting
Payroll Services
Other Financial Reporting
CFO Service 3: Transition Services
Buyer Representation
Seller Representation
Practice Start Up Consulting
Partnership Consulting
CFO Service 4: 401(k) and Other Investment Services
Retirement Plan and Investment Services
Investment Philosophy