Services & Product Options
What to expect from being a CFO Andrew client:
If you haven't heard, most advisors don't act in your best interest. I have committed my business to acting on a Fiduciary standard, which means your interests come first.
People are the most important factor in our business and you need someone you can trust and get along with. In this business, the most value comes from a personal relationship with me.
You never know what challenges you will face next. Being a CPA and financial planner I can help in almost any area of business or personal finance. And if I'm not the subject matter expert, I can connect you with someone who is, and help guide the interaction. As I always say, if it has to do with money, I can probably help.
While good planning eliminates most fire drills, sometimes you need answers! Having an adviser respond in hours, not days or weeks, is a critical part of business in the new world.
I've elected to not be a "product manager". I charge flat fees only and don't sell products. You'll never be surprised by a bill again and will always know exactly how much you are paying me. Our transaction is simple: you pay the fee; I help answer your questions. That's it, nothing hidden, no obligations, no expectations.
I know what it takes to do a good job and every client deserves the time and attention they paid for. I have planned my time and created a limited "client roster" to ensure I have the time dedicated to serve each client. And once that roster is full, I don't take new clients until someone else drops off. This ensures that you get the time and attention you paid for and that when we do talk I am not over-worked and in a hurry to get on to the next item!
Our relationship goes beyond "tax time". Taxes are an important service, sure. But my clients all pay a flat, low, monthly subscription - which includes their tax prep. I believe this better reflects your needs and my service. We have just as much work to do in the Fall as we do in "the season".
You can expect for me to give you instructions and deliverables specific to you. You should expect clear guidance, not generic tips. And in return, I expect my clients to follow certain procedures so I can deliver this custom service.
Subject to availability, I am free for one-off projects. No commitments, no hassle, just give me a call and I can drop in to provide support in whatever way you need
For individuals or families who want more than a "tax guy". Most people come across financial questions throughout their day-to-day life — and expert answers can be hard to come by! Especially answers that are custom to your situation. With your Personal CFO monthly fee we will develop a personal financial plan, make sure you are on track for tax time, and prepare your return — and your dependent kids returns — at tax time. And with the complete picture at hand, help and guidance are a phone call or email away all year long. Perfect for the person or family who works a W-2 job (or two) and wants help throughout the year without breaking the bank.
If you primarily work as a W-2 wage earner but also have a side gig, this is the package for you! You still get the personal advice on your financial situation as well as help growing and managing your "side gig". We'll prepare your personal return along with your Schedule C for the side hustle.
If you are self-employed or if your main source of income is your own business (regardless of entity type) then this is the package for you. It includes all the same planning throughout the year as the Personal CFO package, but also includes preparation of entity returns (Schedule C, LLC, S-Corps, or C-Corps) along with your personal return. This package is perfect if your needs go beyond personal questions and all your financial decisions are intertwined between you and your business. Questions about how to run your business are included: entity selection, how to use retirement plans, billing methods, and all the other pitfalls that a self-employed person might encounter.
If you need help at more than just the CFO level give us a call! We can reconcile your accounts, run your invoicing, pay your bills and perform other specialty functions. All of these are done on the same flat fee, no nonsense way that our clients enjoy.