Our Services

At Profin CFO, we provide comprehensive financial services tailored to meet the unique needs of individuals and small businesses. Our team of experienced professionals is committed to helping you achieve your financial goals through expert guidance and support.

Startup - New Business Incubator | Validate your business idea and get your new business pumping out cash as soon a possible. Starting at $1,595 (1-time fee)

  • Validation

  • Business Planning

  • Structure Optimization

  • Setup

  • Profit Accelerator

First Growth - Business Success | Help to achieve better results but you manage your accounting & payroll. Starting at $395/month

  • Year-round cash flow improvement process. We meet throughout the year to set priorities, analyze indicators & threats, and help you execute the specific actions that will improve your cash flow.

  • We automatically tackle care of your personal & business taxes, IRS correspondence & entity maintenance.

  • You manage your monthly QB/Payroll.

Scale - Business Bundle | Everything you need for better results in one simple monthly fee. Starting at $695/month

  • Year-round cash flow improvement process. We meet throughout the year to set priorities, analyze indicators & threats, and help you execute the specific actions that will improve your cash flow.

  • All personal & business taxes, accounting, payroll, IRS correspondence, & entity maintenance is automatically taken care of by our team and technology.

  • You receive the highest return on your investment possible because you have the most time left over to focus on growing your business.

Personal Bundle | Faster process towards your Personal Goals. Streamline Taxes & Strategic help year-round. Starting at $85/month

  • Cash flow, Net worth & Withholding Analysis to ensure your paycheck is aligned with your goals.

  • Personal Threats checklist to ensure you’re paying the least amount of tax possible.

  • IRS Correspondence Assistance. Never have to stress about a letter from the IRS or State.

  • Pain-free Tax Preparation & Filing

  • Year-round access to our expert team so you’ll always know you’re on the right track.

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the benefits of choosing profin cfo!

Expertise: Our team comprises experienced financial professionals dedicated to providing high-quality services.

Personalized Approach: We take the time to understand your unique needs and tailor our services accordingly.

Proactive Solutions: We provide proactive advice and solutions to help you achieve your financial goals.

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