Services provided.... 

Get ONLY What You Really Need 

Many businesses believe their in house bookkeeping is all they will ever need. While such programs like QuickBooks and others can be sufficient in educated hands, the concept of Tax accounting includes much more than mere data entry. Study of the actual IRS Audit Guides is routine at DM-Your Own CFO and if you win the lottery and do get audited, we'll be prepared and so will you. Though no practitioner can guarantee a 100% win in an IRS audit, we are confident that we can minimize adverse results through prevention and when appropriate take issues to the Tax court. It is a little known fact that IRS's claimed success rate in Tax Court is based on those cases they actually TAKE to court only. Most cases are settled before ever going to Court and some even dropped. Success rates are fine but our biggest success is keeping your taxes as low as legally possible while avoiding red flag audits triggers. 

Small businesses needn't sacrifice such professional help and experienced insight. Even a mom and pop shop will benefit in having an expert readily available to answer questions year round and give direction in a timely, knowledgeable and professional manner. 

Services Available 

  • Structure analysis, advice and Corporate or other entity creation 
  • Establishment of Books and Charts of Accounts 
  • Conversions to new Systems like paper to software and software to new software 
  • Training for various software, sales training for staff, organizational training 
  • Accounts Receivable and Accounts Payable liaison with local employees or maintenance in books 
  • Complete Payroll services at $10 per month +just $2.50 per employee per period paid 
  • Monthly data entry to established books 
  • Monthly, Quarterly, Semi-Annual and Annual closing reports 
  • Ongoing client phone access with timely and thoroughly researched answers to your important questions 
  • Submission of inquiries and all communications with the IRS on routine matters 
  • Representation on special matters and audits 
  • Bank and Loan packaging using professional Financial Reports and Summaries that shine 
  • On Site training and coaching at $150/hr with an 8 hour single day minimum plus travel 
  • Complete Payroll and/or liaison with 3rd party processors ie ADT, Paychex etc. 
  • Establishment of Benefits Programs coordinated with ACA for lowest dollar plans 
  • Establishment and maintenance of Retirement Plans ie 401K, SEP-IRA and others. 
  • Tax filings, all Federal and All State requirements all entities personal and business related 

Just think of DM.YourOwnCFO as a full service, deep in the know, one stop source for all things related to Tax Accounting and financial management both business and personal.