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  • General Accounting, Bookkeeping, Payroll Services
  • Tax Reporting (1099s, W-2s, etc)
  • Bank Account Reconciliation
  • Inventory & Sales Forecasting
  • Budgeting, projection of expenses, accounting of revenue
  • Financial record keeping, analysis and strategy creation and implementation
  • Managing and monitoring A/R and A/P
  • Design, review and oversee collection policies & procedures
  • Maintaining general records for tax planning, analysis
  • Reporting of financial records to optimize future planning opportunities
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FAMILY OFFICE:  PERSONAL CFO
CFO SERVICES FOR BUSINESSES
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214-612-6205
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  • Home
  • About Us
  • Services
    • Tax Services
    • CFO Services for Businesses
    • Family Office: Personal CFO
  • Contact Us