We make sure that our role as part-time chief financial officer translates into full-time confidence

Part-Time CFO Services

At MC Accounting & Tax Services, we offer two distinct CFO service packages, each designed to cater to the diverse financial needs of your business. Both packages include our Comprehensive Service Inclusions, ensuring a solid foundation of financial management and oversight. This foundation is then augmented with additional, package-specific features to meet your unique business requirements.

(Included in Both Packages)

Comprehensive Service Inclusions

Our CFO packages are built upon a foundation of comprehensive financial management services, ensuring that your business’s financial health is meticulously managed. These services include:

  • Single Bank Account Management: Expert handling of all transactions for one primary bank account.

  • Additional Account Options: Option to manage extra bank, credit card accounts, or third-party processors.

  • Monthly Transaction Categorization: Accurate and detailed categorization of all transactions.

  • Monthly Account Reconciliation: Ensuring your books align perfectly with your bank statements.

  • Insightful Monthly Reporting: Detailed reports providing a clear view of your financial status.

  • 30-Minute Monthly 1-on-1 Zoom Review: Personalized review sessions for tailored financial advice.

  • Estimated Tax Calculations: Monthly estimates of your tax obligations to aid in planning.

  • Month-End and Year-End Financial Analysis: In-depth analyses for strategic decision-making.

Explore Our Two Exquisite CFO Packages Below!

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Boss-Up CFO Package

The Boss-Up CFO Package takes your financial management to the next level with:

  • Integrated Financial Services: Including bookkeeping, payroll, taxes, and business consulting.

  • Tailored Account Management: With options for additional account management.

  • Personalized Review Sessions: Regular online review sessions for deeper insights.

  • Educational Webinar Access: Discounted rates for financial webinars.

  • Payroll and Year-End Preparation: Comprehensive payroll services and year-end preparation assistance.

  • Business Tax Preparation: Complete management of business tax requirements.

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Elite CFO Service Package

Our Elite CFO Service Package is the ultimate in financial advisory and management, featuring:

  • Weekly Strategy Sessions: In-depth discussions via weekly Zoom meetings.

  • Multi-Account Reconciliation: Handling of multiple bank and credit card accounts.

  • Exclusive Professional Network Access: Entry to a network of financial professionals.

  • Annual In-Person Consultation: Personalized consultations for clients in specific locations.

  • Document Assistance and Certification Discounts: Assistance with legally required documents and discounts on certification packages.

Do You Have Any Questions or Ready To Hire Us For Services?


Virtual Accounting Services in all 50 states

MC Accounting & Tax Services offers accounting services in all 50 states

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