⇶ Services

Small Business C-Suite Solutions

Accounting, Applications, Audit, Business Plans, Cyber-Security, Formations, Incorporations, IT/Apps,
IRS Notices, LLCs/LPs, Management Consulting, Non-Profits, Quick-Books, S-Corps/C-Corps, Tax


Business Formations, Plans
CFO4You - Experts - Incoporations
Evaluating and Setting up the exactly appropriate business structure that enables success
  • Small Business Corporate and Partnership Setups
  • Corporate Business Dissolutions
  • Business Plans, Pitch-Book for VC/Angel Capital, New-Biz Financial Projections
  • StartUps & Formations: Partnerships, Corporations, Articles, Agreements, ...
  • LLCs, LPs, S-Corp, C-Corp, ...
  • Non-Profit, Not-for-Profit, Foundation & Charitable
  • Estates, Trusts, Family LPs
  • International, Onshore Reverse Tax-Inversion
  • Private Placements, Alt. Investments, HFs↗︎

Tax Planning, Filings, Audits
CFO4You - Experts - Tax, Acct, Audit
Comprehensive and holistic Tax and Business Account Planning and implementation
  • Corporate Tax Filings
  • IRS Audits, IRS Payments
  • IRS Offers in compromise
  • Tax Planning, Tax Strategy & Audit-avoidance
  • Not-For-Profits: 501(C)3, Filings, Compilations, Annual Reports
  • Estate Planning, Capital Gains
  • Private Placements 1065 / K1, Client Reporting, Compilations
  • Partnership Subscriptions/Redemptions
  • Accounting, Book-keeping, Payroll, ...
  • Timesheets, Workman's-Comp
  • Record retention, Book-of-Record
  • Tax Restatements, Back-filings & Amendments


IT Consulting, Apps, Websites
CFO4You - Experts - IT, Apps, Consulting
We are GLBA, FINRA (SEC 17a) compliant
(Our CISO's focus: internal & client security, and record protection)

  • IT Implementations of latest Regulatory, Compliance Requirements
  • IT Applications (Financial, Investment, Accounting) Consulting
  • IT Conversions (dB, Portfolio, Record-keeping, etc. Systems) Consulting
  • IT FinTech: Holdings, Securities Processing, Trading Systems,
    Security Master, Client Reporting, G/L, Investments, etc.
  • Websites (Full-Stack), dB optimization, Cyber-Security, Implementations


Management / Ops. Consulting
CFO4You - Experts II
Part-time / Contractual Expert Senior Management functionality
(CFO, COO, CIO/CTO, IT/Apps, Strategy, Operations, Biz.Development)

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



Contact Our Experts