- +1 (833) 564-3402
- New Orleans, LA
Ideal for new small businesses or startups needing basic accounting services and initial setup guidance
Designed for established small businesses or nonprofits that require comprehensive accounting solutions and strategic planning.
Perfect for larger businesses or real estate firms looking for advanced accounting strategies and personalized financial consulting.
The CFO Plan is perfect for mid-sized to large businesses, or rapidly growing companies, that require expert financial guidance, strategic planning, and continuous financial oversight. With a focus on delivering executive-level insights, this plan ensures your business has the financial direction needed to navigate growth and optimize operations for long-term success.
Monthly and quarterly financial forecasts tailored to your business goals.
In-depth analysis and strategies to improve cash flow and optimize working capital.
Help with setting long-term financial goals, including growth targets, profitability, and cost management strategies.
Real-time financial data and performance insights delivered via a custom dashboard.
Monthly and quarterly reports with key performance indicators (KPIs) to track growth, expenses, and profitability.
Detailed analysis comparing actual performance with forecasts, identifying key areas for improvement.
Monthly virtual meetings with your dedicated CFO to review financial performance, strategies, and business outlook.
Ongoing tax planning and optimization strategies to minimize tax liabilities.
Advisory on capital investment, expansion, and scaling your business to the next level.
Assistance in managing existing debt and strategies for reducing interest and debt burdens.
Support with internal audits, external audits, and preparing for financial reviews.
Ensure that your business stays compliant with industry standards and tax laws.
Proactive identification of financial risks and implementation of strategies to mitigate them.
Access to a personalized dashboard that tracks financial health, profitability, and liquidity in real-time.
Tailored reports on financial trends, growth opportunities, and risk factors.
Comparison against industry standards to help drive competitive performance.
Get priority access to our support team for immediate assistance.
Schedule unlimited virtual consultations with your CFO for ongoing guidance and financial advice.
Seamless integration and collaboration with your internal accounting team to ensure financial operations run smoothly.
Our CFO Plan comes with valuable add-ons designed to simplify your financial management. This includes comprehensive tax filing services for local, state, and federal taxes, along with full support for accounts payable and receivable. Additionally, we offer unlimited payroll services for all your employees, ensuring that your business operates smoothly and efficiently. These essential services are included at no extra cost, providing you with complete financial support under one plan.
At Smart Tax and Accounting, we understand that every professional has unique goals and needs. That’s why we’ve designed three partnership packages to set you up for success:
Perfect for individuals new to the tax industry or looking for a part-time income opportunity.
Ideal for professionals ready to grow and take on more clients.
Build Your Tax Empire 90/10 $999 add bookkeeping $199
Tailored for entrepreneurs who want to dominate the tax industry.
Our partnership packages don’t just teach you taxes—they prepare you to diversify and grow. With our expert guidance, you’ll learn:
With over 30+ years of combined experience, we’re passionate about empowering professionals like you to succeed. Whether you’re new to the industry or looking to expand, we offer:
Don’t wait to start building your future. Whether you’re looking to earn extra income, launch a full-time career, or create a financial empire, Smart Tax and Accounting has the expertise and resources to help you succeed. Join us today and open the door to limitless opportunities in taxes and bookkeeping.
At Smart Tax & Accounting Pros, we are dedicated to providing expert tax preparation, bookkeeping, and financial consulting services to clients across the country. Whether you’re an individual or a business, our team ensures your financial success with personalized solutions tailored to your needs.