(701) 356-7531 | info@primenumberscpa.com

Virtual CFO Services

Virtual CFO Services

Think of Us as Your Internal Accounting Department

Virtual CFO is an all-inclusive solution that offers small businesses relief from the day-to-day accounting hassles while providing 24/7 access to financial data. As your trusted advisor, we pay your bills, record deposits, prepare payroll and payroll tax returns, furnish financial statements, produce W-2s, prepare tax returns, track key performance indicators and supply valuable financial and tax advice throughout the year. All activity is completed online via our technologically advanced platform—so communication and document exchange is in real-time.

Setup and training for our Virtual CFO couldn’t be simpler. You define your immediate needs and we assess how Virtual CFO can be integrated. We train your company’s designated point of contact on the process of providing our staff with the daily information required by the Virtual CFO solution and teach them how to access the system from our website.

 
General Ledger      
Reconcile bank accounts
Reconcile electronic transactions into QuickBooks
Reconcile credit card accounts
Payroll      
Prepare payroll
Submit payroll taxes to agencies
Prepare payroll tax returns
Provide employee access to electronic paystubs
Provide employer access to electronic pay records
Prepare W-2s
Pension Remittance
Accounts Payable      
Process bills and vendor payments
Track credit card expenses and receipts
Process employee expense reports
Prepare 1099s for contractors
Provide digital access to paid bills
Tax      
Tax preparation
Coaching      
Prepare monthly financial statements
Prepare monthly budget reports
Review pension compliance
Review other employee deductions for compliance
Tax planning
General business consulting
Tracking key performance indicators
Quarterly video conference to review key performance measures

In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

 Virtual CFO Services

Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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 Our Specialties

Medical Practitioners

Our firm is committed to helping you achieve financial success within your medical practice. Our skilled professionals have years of experience in providing tax, accounting and payroll services to healthcare practitioners...

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Bars & Restaurants

Our professionals are intimately familiar with tax laws specific to the restaurant industry, commonly used forms and notices, and day-to-day food service operations. We can answer your questions about tip reporting, food and liquor costs, sales tax audit, and...

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Hospitality Services

Operating a successful hospitality business can be overwhelming considering the complexity of tax regulations and the paperwork involved. We are intimately familiar with tax laws specific to the hospitality industry...

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Service-based Businesses

Our skilled team of financial experts have years of experience helping service-based businesses in a wide range of industries successfully manage their day-to-day “back-office” financial operations as well as creating strategic plans for long-term success....

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