Dallas CPA - CPA Dallas TX - Certified Public Accountant Dallas TXDallas CPA - CPA Dallas TX - Certified Public Accountant Dallas TX
CPA Dallas TX About our CPA services, tax services, financial services, and business services CPA, Tax, Virtual CFO, Business and Personal Financial Services Virtual CFO services provide your business with the additional financial and business expertise it needs Free accounting, tax & financial resources to assist you. Contact Us regarding your financial statements, bookkeeping, tax filings, and much more!
CPA Services
Virtual CFO

  QuickBooks Support



  Tax Services
    Tax Preparation
    Tax Filling
    Tax Planning
    IRS Representation

  Retirement Planning

  Financial Projections

  Financial Statements

  Business Planning

  Consulting Services

  Business Formations -


Virtual CFO

Assisting entrepreneurs and business owners to
create change, solve problems, accelerate and/or manage growth
with professional, part-time financial management.

Virtual CFO - Business Consulting - Financial, Tax, Planning, Acquisitions If you're like many of our clients, your business has sales between $500,000 and $10 million; you're growing; you have a bookkeeper or accounting manager... maybe even a controller; and you need stronger financial management. However, you're not at the stage where you can afford to hire the expertise on a full-time basis. Our Virtual CFO services provide a cost effective way to provide your business with the additional financial and business expertise it needs.

The duties of the Virtual CFO usually include many of the typical controller functions, but in reality they are as varied as our clients and are tailored to each client's specific requirements. Here is a brief summary of the typical activities that the Virtual CFO can perform or assist your personnel to perform.

  • Oversight or preparation of accounting and financial records
  • Setup or review of accounting and bookkeeping procedures and controls
  • Training and supervision of accounting and bookkeeping staff
  • Financial modeling such as sales projections, break-even analysis, cash flow planning and analysis
  • Preparation of annual budget and 3 and 5 year projections
  • Improve costing system
  • Improve quotation system
  • Improve forecasting system
  • Improve accounts receivable and accounts payable management
  • Assure tax compliance
  • Minimize taxes
  • Make recommendations for debt and equity structures
  • Preparation of business plan and strategic plan
  • Assist management in understanding financial aspects of their business
  • Assist with the acquisition of businesses - due diligence
  • Assist with the sale of the business or parts of it

The Virtual CFO progam is very affordable-- more so than you think. Contact us to discuss how we can tailor a program for your needs.

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Darrell Ingram - Dallas CPA