SAS Tax & Business

CFO Basic

Hey there, growing businesses! Are you ready to elevate your financial strategy and make smarter decisions? Let SAS Tax & Business be your trusted CFO partner, providing you with invaluable insights and expert financial guidance.

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CFO Basic

Financial analysis and reporting

Gain insights into your business's financial health with our comprehensive analysis and reporting services. We'll help you understand key financial metrics, track performance, and make data-driven decisions to drive growth and profitability.

Cash flow management and forecasting

Keep your business running smoothly with our cash flow management and forecasting services. We'll help you monitor income and expenses, optimize working capital, and develop reliable cash flow projections to ensure your business is prepared for both challenges and opportunities.

Strategic financial planning

Shape your business's future with our strategic financial planning services. We'll help you define long-term financial goals, identify growth opportunities, and develop a roadmap to achieve success, ensuring your business remains competitive and sustainable.

Budgeting and cost control

Maximize your resources and minimize expenses with our budgeting and cost control services. We'll help you create realistic budgets, monitor spending, and implement cost-saving measures, enabling your business to thrive while maintaining financial discipline.

CFO Basic Membership

So, what are you waiting for? Join the SAS Tax & Business family today and and unlock your business's full potential!

What's included

  • Daily Bookkeeping
  • Monthly Financial Reports
  • Quarterly CFO Reports
  • Annual Business Tax Return
  • Annual Franchise Tax Return
Starting From
$749.00
Monthly
Get Started
Price includes up to 2 accounts and 250 transactions
per month.
We offer flexible engagement options, including project-based assignments and ongoing partnerships. Contact us to discuss your specific needs, and we'll recommend the most suitable engagement model for your business.
Dan G.
Business Owner
Answers at your fingertips

Frequently Asked Questions

Here you will find answers to some of the most frequently asked questions about our CFO Basic services.

Still have questions?

Can’t find the answer you’re looking for? Contact us!

Get in Touch

CFO (Chief Financial Officer) Services provide small and medium businesses with expert financial guidance, strategic planning, and financial management support. This includes financial analysis and reporting, cash flow management, strategic financial planning, and budgeting and cost control.

Our Basic CFO Services Package starts at $749.00 /mo. For additional services and customized solutions, please contact us to discuss your specific needs and receive a tailored quote.

Absolutely! Our CFO Services focus on providing strategic financial planning, helping you define long-term financial goals, identify growth opportunities, and make informed decisions to ensure your business remains competitive and sustainable.

We cater to small and medium-sized businesses across various industries. Our team of financial experts can tailor our services to meet the unique needs and challenges of your specific business.

Getting started is easy! Give us a call at (832) 263-7308, or visit our Houston office to speak with one of our friendly team members.

Yes, our CFO Services include budgeting and cost control support. We'll help you create realistic budgets, monitor spending, and implement cost-saving measures, enabling your business to thrive while maintaining financial discipline.

We offer flexible engagement options, including project-based assignments and ongoing partnerships. Contact us to discuss your specific needs, and we'll recommend the most suitable engagement model for your business.

We take your privacy and security very seriously. All your information is handled with the utmost care and confidentiality, in accordance with industry standards and regulations.

Still have questions?

Can’t find the answer you’re looking for? Contact us!

Get in Touch