Our Approach
In furthering our mission to minimize the taxes and expenses of our clients and provide a comprehensive tax strategy and approach, we also offer these value-added tax solutions. In addition to extensive tax planning, this simplifies the tax completion process to give you a single source for every step from planning to filing.
And through our secure, collaborative online portal, you can easily access any documentation you need during the filing process and year-round.
Fractional CFO
Businesses of all sizes can benefit by working with a CFO. Our Fractional CFO services include a dedicated CFO who will understand the ins and outs of your business. We offer scalable solutions for one-time projects or on an ongoing basis.Here are some of the ways we help our clients:
- Cash Flow Optimization
- Key Performance Indicators
- Growth Strategy
- Profitability Analysis
- Pricing and Cost Analysis
Business Coaching
Entrepreneurship can feel like you’re on a rollercoaster, it’s thrilling and rewarding but with so many moving parts. Our business coaching services enable owners to solve business challenges by developing a roadmap and aligning your team. If you are struggling with defining your core values, breaking through the ceiling, or any of the other business challenges so many owners face, we can help.
- Business Assessment
- Business Roadmaps
- Core Value and Vision Alignment
- Communication Training
CFO Advisory FAQs
You’re right, every business is different and can be complex.
We take the time to learn about your business, create a plan, set goals and determine a strategy to execute.
Yes, every business can benefit from working with a CFO.
Better information leads to better decisions. CFO Advisory can be project-based or a few hours a quarter.
We surround you with a dedicated ProBooks team.
We are a full-service business advisory solution – we handle it all! You will be assigned a dedicated advisor who is located within the United States.
Fully transparent and convenient pricing.
We charge a fixed, flat-fee retainer per month depending on what you are looking for our team to assist with. We offer month to month plans as well as discounted annual plans, to fit every budget and services need.
Helping you answer this question for your unique situation is crutial.
These are legal structures that have different tax structures for each. Our tax service can assist you with understanding the best entity type for your business.