Striving for the Highest Level of Service to Our Clients
At CFO Techniques Inc., we strive to provide the highest level of service and customized financial guidance targeted toward improving our client's bottom line.
Expertise
We have over 30 years of public practice experience in preparing financial statements (compiled, reviewed and audited) with corresponding corporate tax returns. We have extensive experience in preparing personal tax returns.
We are also skilled in not-for-profit organizations, family trusts, sales tax returns, a wide variety of miscellaneous tax returns and non-resident tax returns
Industries
Insurance agencies
Wholesale Distributors - large, medium and small
Retail operations - large medium and small
Construction companies (large, medium and small - holdbacks, bonding, work-in-progress)
Trucking and logistics companies
Automotive dealerships
Farms and ranches
Bookkeeping Cleanup
Bookkeeping cleanup can be as detailed or summarized as you wish. The choice is yours. All bookkeeping reports are reviewed and discussed with management to cut down on financial reporting errors.
Bookkeeping with Controller Oversight
This is our most popular service. Many businesses have a bookkeeper or the owners like to do the bookkeeping themselves to cut down costs or to keep their finger on the pulse of the business. However, financial situations and unusual transactions occur frequently in business. These business owners want the bookkeeping records reviewed with them on a monthly or quarterly basis to be advised of their income task risk, recommendations for efficients, areas of concern, and identification of possible financial opportunities. A detailed contract is provided to divide responsibilities between management and CFO Techniques Inc. The contract can be modified at any time.
With relavent financial information and oversight, businesses with this service often become well run and or grow so the financial responsibilities and needs change. This service works well since since we acquire much knowledge about the business over time and have a keen insight into how the business is perfoming. All information provided under this service is well documented and all assumptions are reviewed with management. If this type of service interests you, please contact us for more information.
Income Tax Risk Management
Are you overpaying income tax? Are you not paying enough income tax? Do you know your income tax risk for your business? Income tax risk management is not about minimizing income tax risk. It is about optimizing risk versus value by determining what level of risk is acceptable to the managment of your organization. The cost versus benefit constraint open enters into determining an acceptable level of risk. Income tax risk should form part of a business's overall corporate strategy, then managed and monitored.
If you would like to review your organizations risk policy, please contact us.
AFFILIATIONS & ALLIANCES
