ⓘ About Us

Small Biz. Solutions

Accounting ⋅ Audit
Biz. Planning
Compliance ⋅ Cyber-Security
Estates: Filings, Tax & Planning
Formations ⋅ Incorporations ⋅ LLCs ⋅ LPs
Mgmt./IT Consulting ⋅ FinTech ⋅ Apps
IRS Notices & Arrears
Payroll ⋅ Quick-Books
Securities Processing ⋅ Trading Systems
S-Corps ⋅ Strategies ⋅ Tax

WHY we' are great  4YOU

CFO4You - What Made Us Great

Our unique expertise and comprehensive team-oriented attention to detail, is what our Clients tell us, make us great!  We consult on Tax filings, Audits (+avoidance), IRS Offers-in-Compromise (like on the TV ads, but at a much, much lower cost,) IT Apps, Website, part-time CIO, business operations management, productive and directed startup-guidance through a successful launch; expertise in LLCs, S-Corps, Non-Profits, etc..

We have a service-industry-leading Best Practices and Continuous Improvement Program. Since our humble start in the nineties, our Process, fueled by our satisfied clients' word-of-mouth referrals as THE Best-Value in the Tax, Management and IT/Apps/FinTech niche space, have led our growth into today's premier diversified, multi-faceted small-business consultative services team.


WHERE we are  4YOU

CFO4You - Where are We

Headquartered in NYC, we are now an integrated combination of geographically diverse, previously separate service teams, consolidated under the CFO4You aegis.

All our professionals, including our AICPA members, Enrolled Agents, Tax-preparers, Technology Senior Leadership, and Management Consultants are (as per jurisdictional requirements) licensed and certified practitioners.

We are renowned for delivering exacting, customized, value-added solutions for clients, remotely, as well as at their secure site locations in NY, NJ, CT, DE, FL, MA, MD, PA, and over twenty other states, Canada and Europe.


WHO we are  4YOU

CFO4You - Who are We

A team of close-knit, family-style, like-minded vetted and licensed professionals, we are passionate about delivering value-added results for our clients- the focused, growing, small business. Our Values, reflect our drive for accurate, comprehensive, synergistically integrated delivery using our best practices Process model, and above any individual accolades.   Our tactically aligned groups comprise some of the sharpest, young, resourceful minds, teamed with and mentored by our experienced, highly-skilled senior principals.

Strategically led by Managing Partner, Gautam Jayakar, a hands-on, practicing technology senior executive, with over twenty years in financial services and technology management with Alt./Private Investments, Wall Street corporate leaders, & Consulting firms, building and delivering responsive, agile, integrated (and autonomous) large and small scale, partnership and investment, trading, performance, and accounting applications.
Learn more about us↓


WHAT we can do  4YOU

CFO4You - What We Do

We are the trusted service provider for tax & accounting, technology and management (C-Suite Solutions) advisory needs of small businesses
  • Business Formations
    S / C-Corps, DBAs, LLCs, LPs, …
  • Not-for-Profits
    Charitable, Foundations, 501(C)s, Compilations, Tax Filings, ...
  • Accounting
    Book-keeping, Payroll, Records, Reconciliations, G/L, T/B
  • TAX
    Audits, Amendments, Filings, 1120, 1065, K1, 1099s, …
  • IT: FinTech, Apps, Websites, ...
    Strategy, Financial Applications, Websites, Risk-mgmt, Cyber
  • C-Suite Consulting & Solutions
    Planning, Finance, Operations, Technology, Family-Office

See How We Can Help:
TL;DR [Our Quick 2 minute Pitch]


HOW we adapt our services  4YOU

Our (above) Services have customizable solutions for our clients based on the current structure and particular needs. While we do believe in the synergies that come from umbrella services, we have been early renouncers of the one-size-fits-all theory, which fails dramatically in practice.


Ask How We Can Help↓


Our Values

CFO4You - Values

Frugalitas Integritas Conpleta Accuratio

Our F I C A values base: The rigor of Latin deeply resonates with our leadership, as we feel it is exactly akin to the rigor necessary in our visionary values, process and qualities, required to create a culture of high standards, as exemplified by our partners' and associates' inclusive committment, integrity, accountabilty and sustainable respect for our small business clients, and the exemplary work we do, to enable them achieve their goals.
  • Frugalitas - Efficient Value Preservation
    Our leadership has long since embraced the age-old waste-not, want-not philosophy, and it is now a very pragmatic part of our daily practice!

    Our proven belief is that as a lean organization, we are better than most at serving our clients' needs, and can better see, act on, and navigate business opportunities and manage challenges, resulting in cumulative savings, and organic growth.

    Not wasting is NOT the same as not expending or not investing or not growing. As a result, we have state-of-the-art technology and systems, as well as the best and brightest young minds, mentored and guided by our world-class, experienced, seasoned professionals.

  • Integritas - Doing the RIGHT Thing!
    Our uncompromising high ethical standards have been one of the main reasons why our clients, partners, affiliates, and our regulators all respect us, and value us, as well as consistently refer us.

    Our Value-added roster of services and our professionalism, enable our satisfied clients to continually bring in word-of-mouth referrals.

    Specialized, committed associates enjoy the workplace and the daily challenges, to create a perfect storm of outstanding performance and stellar service at industry-leading low total-costs.

    Focusing on the rules and regulatory guidelines with transparency, has created a tremendous value-advantage for our clients, allowing our advisory and consultative teams to enjoy an unblemished, sterling reputation.

  • Conpleta - Consumate Responsiveness
    Our comprehensive approach to our clients business is all about holistic responsive continuity - a phrase our leadership coined to articulate the overall philosophy of our proven functioning Process.

    An onboarded client gets the complimentary value-added benefit of the advisory effect, without any unnecessary upselling, and with an all-encompassing view of the entire small business as one comprehensive entity within the industry ecosystem, where synergies are jointly developed with the management team to have a definite net positive effect on the business bottom-line.

    As providers of a complete repertoire of financial, operations and technology services, we are uniquely capable of viewing our clients' business processes from multiple views, thereby creating and finding opportunities for cost-savings, organic expansion and external growth.

    We strive to learn from our own and others' experiences, and have pioneered an internal, extremely functional, high-value, industry-leading, Best Practices & Continuous Improvement program since 1999.

  • Accuratio - Quality - Doing the THING Right!
    We create long-term strategic value, by avoiding (costly) mistakes (like audits, fines, sanctions, etc.,) using our double-checked approach. Our redundant process of multiple-angled checks and balances have, in most cases, reduced human errors to infinitesimal levels, or eliminated the errors entirely.

    We routinely utilize our vast procedure-oriented experiences to assist the client business process detail with best-practices, accurate data, and industry standards, while simultaneously adding to our practical and tactical, information-based knowledge-base, which in-turn serves to help our clients even more!

    Our reporting, invoicing, data, processes and filings are always clear, concise, professional and transparent!

Find Out More↓

Our Process

CFO4You - Process

LEAN, Cost-Effective, & Value-Driven   Biz. Model

      Analysis   [initial]
      → Business Process   [strategy]
      → Accuracy + Transparency   [quality]
      → Industry-veracity   [measure(ment)]
      → More-4-Less   [lean]

Transparency, Quality, Value-Added - are the cornerstone traits of successful small businesses across the spectrum of industries. Our in-house process, living by design, and continuously learning, embodies these qualities, in spirit as well as function, effectively delivering a significantly lower total-cost-of-ownership service to our clients.
  • Initial Consult - Preliminary Analysis
    Preliminary Analysis + Foundation + Service Level
    Our Initial Consult lays the foundation for an in-depth analysis of exactly what your small business needs, what services make the most sense, how to keep the costs contained, and what the benefits are immediately, as well as in the long run
  • Holistic Approach - Comprehensive Strategy
    Comprehensive Business & Process Strategy and Ownership Equity Focus
    Our holistic approach to your entire small business processes includes tax, liabilities, growth, technology, operations, market expansion, down-sizing, personnel, family, personal assets, succession planning, and other life-business intersections, to ultimately create real, positive, compounded and lasting long-term value for you
  • Availability - Continuity
    Planning, Scheduling, Deliverables and Continuity
    Our availability is legendary - we are always schedulable, and we focus on avoiding emergencies with planned calendars. While quarterly reportings & filings are a natural points of interaction, macro-events are also triggers, where they may affect your business (think innovations, market movements, tax law changes!)
  • Long-term Best Practices - Accuracy & Quality
    Accuracy + Quality + Methodical Process & Transparency
    Our focus is to avoid costly audits and mistakes and create long-term strategic value, by utilizing our extensive operational-focused experience in assisting (ONLY if you need it) in your business process with best-practices, valuing your business accurately, and anticipating and integrating future critical paths and milestones
  • Individual-Centric - Measured Expertise
    Measured Customized Expertise within your industry (and for your small business structure)
    Our successful iterative, individual-centric business model (since inception) is a continuous learning and implementation system, which helps small business owners seize external valued opportunities, avoid expensive mistakes, and grow organically. As an unintended byproduct, this has resulted in a tremendously positive client-side word-of-mouth campaign of referrals for us!
  • Cost-Effective - Lean Implementation Focus
    Lean Implementation Focus
    Our cost-effective lean approach (no-waste) to managing resources, has made it viable to pass these savings on to our clients, even as we provide a sustained, high quality level of service, at very reasonable costs!


Our Process Benefits You↓


Our Altruism

Philanthropy / Beneficence

Police Unity Tour (Chapter 37)
CFO4You - Philanthropy

Get involved and learn more of all out philanthropy projects.

Supporting the Community by Giving back is something we have always believed in, and practiced, both at the local community and the national levels.
Contact us↓ to learn more about our philanthropic and charitable projects and fund-raisers.

A recent example of our support is our corporate sponsorship of the Police Unity Tour (Chapter 37). Officers ride bicycles from New York City (WTC) to Washington D.C. to honor fellow police officers, who have fallen in the line of duty.  At CFO4You we are, and have been since inception, completely committed to supporting law enforcement!  


Tax-Advantaged Helping↓



CFO4You - Careers

What it Takes to Join Us

Your experience and your expertise and your special "qualities" may make you uniquely qualified to join us in this productive, fulfilling and profitable vocation.
See if you will be a good "fit" within the firm, and review the qualities we value, on our Careers page.

Careers / Open Positions
Equal Employment Opportunity Employer


TL;DR [see our quick 2 minute Pitch]