.png?width=1050&height=600&name=CAPRI%20(1).png "CAPRI (1)")
Mini CFO
As successful businesses continue to grow, finances often become too complex or overwhelming to be managed independently. However, hiring a full-time CFO is a hefty business expense (ranging from approximately $50,000 to over $125,000 a year), which might not be a viable solution nor fit within your current business model. In an effort to empower business entrepreneurs to focus on their core services and development, Capri Tax & Accounting offers the CFO Management Program which bridges the gap between standard accounting and business ownership.
The CFO Program will help take your business success to the next level – giving you one on one access to yours truly! As your CFO advisor, I will oversee your financial activities, and address your short and long-term business needs and challenges. My main objective is to keep your company in safe financial health, but also to inspire you to be bold, to consider smart business investments, and to transform any uncertainty into a fruitful possibility. To achieve this, I will first shed light on how you can improve your internal operations, as well as maximize your revenue and operating cash flow. This service can be used on a short-term project basis, or as a dedicated part-time resource.
Income tax preparation
Quarterly tax vouchers
Monthly bookkeeping
Financial statements
Cash flow management
Financial projections
Payroll setup and support
Retirement contribution analysis
Executive key performance indicators dashboard
Goal setting dashboard
Monthly meetings with your CPA
1099s prepared and filed
Mini CFO Questions? We Have Answers!
How is the Mini CFO program customized to fit my specific business needs?
The Mini CFO program is designed to be highly adaptable to your unique business challenges. During your monthly meetings with your CPA, we’ll review your financial data and discuss specific goals or concerns. Whether you’re focused on improving cash flow, planning for growth, or addressing operational inefficiencies, we tailor our advice and strategies to meet your objectives. The inclusion of dashboards and projections ensures you always have a clear view of your financial health and progress.
Is there a minimum commitment required for the Mini CFO program?
No, the program is flexible and can be tailored to your needs. You can choose to use the Mini CFO services on a short-term, project-based basis to address specific challenges, or as an ongoing part-time resource to provide continuous financial oversight and support. This flexibility ensures that you’re only paying for the services you need when you need them.
How does the Mini CFO program ensure my business stays compliant with tax laws and regulations?
The Mini CFO program includes comprehensive income tax preparation, quarterly tax vouchers, and the preparation and filing of 1099s. Additionally, your CPA will stay up to date on the latest tax laws and regulations to ensure your business remains compliant. Regular financial reviews and meetings also provide an opportunity to address any potential compliance issues proactively.
How often will I have access to my CPA, and what happens during the monthly meetings?
You will have one-on-one access to your CPA, including monthly meetings. During these meetings, we’ll review your financial performance, discuss any challenges or opportunities, and update your financial projections and goals. We’ll also use this time to analyze key performance indicators (KPIs) and track your progress toward achieving your objectives. These sessions are designed to provide clarity, accountability, and actionable insights for your business.
Can the Mini CFO program help with long-term planning, such as retirement contributions or major business investments?
Absolutely! The program includes retirement contribution analysis to help you make informed decisions about long-term financial security. Additionally, we provide financial projections and cash flow management to evaluate the feasibility of major investments and ensure you’re prepared for future growth. By combining these services, we help you plan effectively for both immediate and long-term goals.
What if my business grows significantly—will the Mini CFO program scale with me?
Yes, the Mini CFO program is designed to grow with your business. As your needs evolve, we can expand the scope of services, increase the frequency of meetings, and provide more in-depth financial analysis. Our goal is to ensure that your financial strategies continue to align with your business’s growth and changing priorities.
.png?width=550&height=314&name=CAPRI%20(1).png "CAPRI (1)")
Ready to Get Started?
We know running a small business is no easy task, and managing your finances shouldn’t be another stressor. At Capri CPA, we specialize in helping small businesses like yours thrive with expert bookkeeping, consulting, and tax services— handled virtually for your convenience.
Let us take care of the numbers so you can focus on what you do best: growing your business. Fill out the form below, and we’ll be in touch to discuss how Capri CPA can help you achieve your goals!