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My Books and Taxes

Part-time Virtual CFO and Advisory

Growing businesses often reach a point where they need professional financial advice, but can’t afford a full-time CFO or controller.

If you’re fortunate enough to be in this position then we have the perfect solution for you. Our Virtual CFO service gives you a professional financial manager who works with you to help guide your business to success.

The cost of hiring a full-time CFO can range from $75,000 to over $215,000 per year plus bonuses and benefits. Our Virtual CFO services provides you with experienced support at a small fraction of that cost.

Schedule an Introductory Call

What's Included

  • In-depth review and analysis of all 3 financial statements

  • Training on how to read your financial statements

  • Expenses analysis and budgeting

  • Cash flow projections and management

in CFO Services

  • KPIs, Benchmarking, Goals Setting

  • Customize reporting specific to business needs

  • Strategic Tax Planning and Tax Projections

  • Monthly Zoom meetings and unlimited support

Virtual CFO Benefits

Reduce Costs

Operacional Efficiency

Increase Profitability

Workflow Improvement

Advanced Reporting

Improve Cash Flow

Audit Ready

Unlimited support

My Books and Taxes empowers lawyers by reducing the administrative work so that they can help more clients and a better client experience. 

Get Started Now

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What We Do

Bookkeeping and Trust Accounting Virtual Controller Part-Time CFO and Advisory QBO Set-up and Clean-up Business Tax Preparation Tax Projections and Tax Planning