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

It is Not Too Late to Plan for the New Tax Law

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

July 1, 2018

It was all the rage back in January, and throughout this past tax season, the new 2018 tax law. The Tax Cuts and Jobs Act (TCJA) mostly took effect on January 1, 2018. We all cringed as we...

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