Services

Why would I want to consider a contract CFO:

• You are a company without an in-house CFO that desire high-quality financial insight for their organization
• You are a start-up or early stage company and you need a good sounding board for critical business decisions
• You recently acquired a company and are looking for more clarity into its financials, or need tighter integration
• You are an individual or a company researching specific acquisition opportunities
• The cost of hiring a full-time CFO could be upwards of $150k per year plus bonuses and benefits. Our contract CFO services provides you with experienced support you need at a fraction of that cost
• Bringing us on board allows more time for you to focus on new services, new customers and other core business issues.
• We provide a better understanding of the financial side of your business, so you have less surprises and more clarity of your business.
• A contract CFO is a readily available sounding board to help you with those tough business decisions.
• Improved quality and timeliness of financial information.
• Assistance with budget preparation and monitoring.
• Profitability analysis by service or product groups.
• Assistance in defining long range plans and the quantification of goals.
• Assistance in structuring, negotiating and obtaining financing from banks, hedge funds or other investors.
• Analysis of equipment purchases vs lease decisions, expansions, etc.
• Mergers and acquisitions diligence phase assistance

Private Company Services

• Strategic Planning
• Audit Preparation Services
• Consultation on the diligence phase of Mergers, Acquisitions, and public entries (IPO or using an acquisition vehicle)
• Financial, business, and strategic planning and implementation
• Cash flow management and projections
• Bank financing and annual meeting preparation / corporate secretary functions
• Audit preparation and audit/legal liaison
• Corporate or partnership tax preparation and review services

Public Company Services

• Financial, business, and strategic planning and implementation
• Cash flow management and projections
• Bank financing and annual meeting preparation / corporate secretary functions
• Audit preparation and audit/legal liaison
• Corporate or partnership tax preparation and review services

Business and Individual Tax Preparation Services – Specializing in Crypto Currencies

Why would you want to hire a cryptocurrency tax specialist? Crypto taxation laws in the United States are very complex, and sometimes reach far beyond the purview of just the Internal Revenue Service (IRS), and State and local government taxation authorities. Also, few things can land you in prison, but a failure to report income from crypto is what the IRS calls Tax Evasion, since all income in the eyes of the IRS is taxable in absence of an exemption. Tax evasion is a felony, the most serious type of crime. The maximum prison sentence is five years; the maximum fine is $100,000. (Internal Revenue Code § 7201). Here are some other scenarios in which you should reach out to our Firm:

• You traded crypto on foreign exchanges (i.e. non-USA Based); this includes “Distributed” Exchanges
• You’ve Mined, Staked, Minted, or otherwise were exchanged crypto for something that you had or did
• You are an avid trader (over 5,000 trades for any year)
• You’ve received any of the following IRS Notices: 6174, 6174-A, or an 6173
• You’re in non-compliance with FinCEN rules (FBAR) or failed to file an IRS Form 8938 (Check out this page on the IRS website)
• You’ve used mixers, tumblers, or wallets like Metamask, MyEtherWallet (MEW), Atomic Wallet, Exodus, etc.

Needless to say, there are a broad swath of situations in which you should reach out to us.

We have flexible fee arrangements which vary with the scope of work. As each client is different, we will custom-tailor a proposal for you. Contact us to discuss your specific needs.