James C. Marshall, CPA
Your Virtual CFO translates your business strategy and operating plans into detailed financial forecasts (Balance Sheets, Income Statements, Cash Flow Statements, Department Budgets) by month over the planning horizon. These forecasts expose capital, staffing, facilities, and equipment requirements for which actions plans must be developed. They also contemplate tax strategies to minimize liabilities while making provisions for quarterly payments. Once plans are set, your Virtual CFO helps you establish performance benchmarks and provides the means to track progress (actuals vs. forecast). Expert counsel helps you minimize the impact of variances as well as initiate corrective action. Moreover, profitability analysis by service or product line can suggest opportunities to refocus...
Official Website
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Tax Prep & Planning
- Tax Problems
- Small Business Accounting
- Virtual CFO
- Quickbooks
- Advisory Services
Sentiment Analysis
He’s a CPA who specializes in partnerships and LL Cs but does many individual returns as well.
Your opinion is important
We invite you to share your experience in a review.
Read more reviews on:
Please leave us a review and let us know about your experience.