Memberships

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.

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.

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

CFO Basic Membership

Join today 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.

FAQ

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

What are CFO Services?

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.

How can I get started with your CFO Services?

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.

How much do your CFO Services cost?

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.

Can your CFO Services help me with budgeting and cost control?

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.

Can you help my business with financial strategy and decision-making?

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.

Are your CFO Services available on a project basis or as an ongoing partnership?

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.

What size businesses do you typically work with?

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.

Is my information safe with SAS Tax & 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.