Meet Dr. Elizabeth Huff. She owns a medical office, and is extremely busy throughout the week seeing patients and managing the operations of her practice. Dr. Huff keeps track of all income and expenses via her bank account statements, and at the end of the year, she gives the statements to her accountant to prepare her taxes. Dr. Huff also has a staff of 10, and uses a payroll company to pay her employees. However, her arrangement does not include payroll tax compliance. Finally, Dr. Huff’s wishes to know approximately how much income she has each quarter so that she can make Quarterly Estimated Tax Payments to the Internal Revenue Service.
Dr. Huff is a perfect candidate for Virtual Chief Financial Officer Services, provided by J&F Advisors. With VCFO services, she can obtain any of the services below, for a low monthly price:
- Tax Preparation (Annual & Quarterly)
- Monthly Bookkeeping & Financial Reporting
- Bank Reconciliation
- Payroll & Payroll Tax Compliance
- Basic Training
- Financial Liaison
- Budget to Actual
- Key Financial Performance Dashboard
