Our Solution

We CAN Solve Your Problem

  • Need a Part-Time CFO? Get the books in order? Create value?
    Our licensed accredited expert Principals are the BEST at providing immediate help PLUS creating lasting long-term benefits including accounting and management best practices

  • IRS Audit (or letter) or OWE $$
    We have helped literally hundreds of business owners with IRS payments, offers in compromise, (like you see in the ads on tv, but at a much lower cost to business owners)

  • Form a Business Entity
    We always create specifically tailored corporations (C-Corp, S-Corp) or partnerships (LLC, LPs) to individually suit our clients' exact small-business needs

  • Setup a Non-Profit / Charitable
    Our Principals (CPAs) have vast experience setting up not-for-profits, and foundations, including providing annual audits and certified financials

  • Need Accounting / Tax-Filing?
    A brief initial consult can reveal exactly what you need, what your costs would be, and where you could see the greatest benefit- we can do it, so you can focus on your business

  • IT Strategy / Website - Need Help?
    Our expert Technology associates that have a proven track record with helping small businesses drive data integration to create usable business intelligence, save costs and increase revenue

Contact us for a FREE initial consult or see our services for other areas we can assist your small business excel, grow and prosper.

info@cfo4‎you.‎com | 800-506-5240




Our Expertise

Tax: Filings / Audits / …

CFO4You - Experts

Business Formations

CFO4You - Experts III
  • Small Business Corporate and Partnership Setups
  • Corporate Business Dissolutions
  • StartUps & Formations: Partnerships, Corporations, LLCs, Setup, Articles, Agreements, ...
  • Non-Profit, Not-for-Profit, Foundation & Charitable
  • LLCs, LPs, S-Corp, C-Corp, ...
  • Estates, Trusts, Family LPs
  • International, Onshore Reverse Tax-Inversion
  • Private Placements, Alt. Investments, HFs


CFO4You - Experts II

Management Consulting

  • Proven Consulting Experts - Business strategy
  • Expert management decision support
  • Information Technology: Portfolio & Investment Accounting, Client Reporting, Performance, Holdings, Securities, Trading Systems, …
  • IT: Strategy, Data, Legal, GDPR, Websites
  • Incorporation and Formation structure
  • Start-Ups, Private Placements, Agreements
  • Asset Protection, Succession, Planning

Regulatory / Cyber-Security

  • Latest Tax Laws, Compliance, Reg., Requirements
  • Bookkeeping, Payroll, Timesheets, Workman's-Comp
  • Record retention, Book-of-Record
  • Tax Restatements, Back-filings & Amendments
  • IT Applications (Financial, Investment, Accounting) Consulting
  • Cyber-Security, Security Advice and Implementation
We are GLBA, FINRA (SEC 17a) compliant, and take our client security and record protection very seriously)






Our Promise

CFO4You 1-stop-shop

At CFO4You, we specialize in financial and business consulting. Our entire suite of premium expert services, including our AICPA members, seasoned licensed accounting and technology professionals, and world-class mature and solution and delivery-focused consultants will ALWAYS provide the excellent quality of service that we have become known for, while being reasonable and affordable



CFO4You personal-service

Each small business is unique, with its own challenges and needs, and our low-cost services (see our lean process,) are ALWAYS completely customized for your particular requirements.   Accounting, Tax, Startups, Incorporations, Technology, Regulatory and Business consulting advisory services, tailored for the following:

  • For Profit & Not-for-Profit, Charitable
  • Startups, Retail, Service-Businesses
  • IT: Applications, Website, Strategy, Data
  • Estates, Trusts, Family Offices
  • IRS Audits, Offers in Compromise
  • Alt. Investments & Private Placements



CFO4You service-value

Our expertise is ALWAYS front and center, regardless of the comprehensive tailored packages that addresses all your specific business needs. Our cost effective lean process, will ALWAYS provide value to your business




VALUES ⇒ Our Promise


Our Process

CFO4You - Process

Cost-Effective, Value-Driven, "Lean" Business Model

  • Initial Consult
    Preliminary Analysis + Foundation + Service Level

  • Holistic Approach
    Comprehensive Business & Process Strategy and Ownership Equity Focus

  • Availability
    Planning, Scheduling, Deliverables and Continuity

  • Long-term Best Practices
    Accuracy + Quality + Methodical Process & Transparency

  • Individual-Centric
    Measured Expertise within your industry and exactingly tailored to your particular small business structure

  • Cost-Effective
    Lean Implementation focus, getting you more for less!




Our No-Risk Help

We Can Help Your Business

Your Business can save on taxes, fees, deductions, and expenses when you consult with us at CFO4You. See How you can do this with no risk to your bottom line. We can help you retain more of your revenues long-term, after evaluating and crunching the numbers in parallel, without requiring any immediate change to your current services. Try our proven, reasonable low-cost processes, strategies, structures and up-to-date solutions, that we routinely utilize, most of which your current service providers may not have even thought about!  Almost all of our clients have seen immediate improvement to their bottom line, and have grown their small business, after retaining our services.


Get No-Risk Help


Our Contact-info

info@cfo4‎you.‎com   |   800-506-5240

Contact Us   or   Send a Quick Message

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General informational areas are FREELY accessible, including our transformative and educational Tax, Accounting information.

If there are any questions or comments, or if you would like to find out how to grow your business and make it more effective in the areas of Taxation, Accounting, Compliance, Audits, Business Formations, S-Corps, LLCs, LPs, C-Corps, Non-Profits (501(c)3), Partnerships, OffShore setups, Outsourcing, Technology (IT) including Cyber-Security & Websites, or for assistance and management advice within your business operations and management processes, email us or use our contact form.

Review our useful Services section to IMMEDIATELY Enhance Your Business Productivity.