External CFO Services

We want to make sure you succeed, and to ensure that you do, you must have accurate, current financial data on hand to make sound business decisions. Our external CFO services ensure that your books are in good shape via concentrated review and analysis of your financial data. Working as your internal CFO, our professional staff ensures compliance with accounting policies and procedures, tax guidelines, and federal mandates.

As part of this service, we also provide guidance on your entire financial operation, including entity selection, cash flow forecasting, business modeling, and budgeting, to name just a few. You can also receive assistance with business plan development, vendor relationships, evaluation of business profitability, and more. You will have access to our seasoned, expert professionals to help you stay on a sound financial path and secure success.

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Our Blog

Year-End Tax Planning Tips for Individuals & Small Businesses

Joseph A. Lux, C.P.A., PLLC

December 1, 2017

Although tax day may seem like it’s a long time from now, the clock is ticking and now is the time to evaluate your 2017 tax situation and plan accordingly. Doing so can enable individuals...

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Phone: 845.358.1929 • Fax: 845.358.4420
Email: info@joelux.com