CFO Premium

Hello, thriving businesses! Looking for comprehensive financial support? Our CFO Premium Membership is designed specifically for you. SAS Tax & Business is here to take the financial reins, so you can focus on steering your business to new heights.

CFO Premium Membership 2

Monthly Bookkeeping & Accounting

Keep your financial records precise with our monthly bookkeeping and accounting services, providing a solid foundation for financial decision-making and compliance.

Tax Preparation

Navigate tax season effortlessly with our expert tax preparation services. We'll ensure accuracy, optimize deductions, and maintain full compliance with tax laws.

Monthly Financial Statements

Stay informed and make data-driven decisions with our monthly financial statements. We'll provide a comprehensive overview of your business's financial performance.

Quarterly and Annual CFO Reports

Gain strategic insights with our detailed quarterly and annual CFO reports. We'll highlight trends, identify opportunities, and provide expert financial guidance for your business's future.

Annual Budget

Plan for success with our annual budget service. We'll help you create a realistic, strategic budget that aligns with your business goals and optimizes financial resources.

Loan Document Preparation:

Secure financial opportunities with ease using our loan document preparation service. We'll ensure all documents are accurate, complete, and presented in a way that increases your chances of loan approval.
Also you get with your memebership:

Client Portal to Upload and Store Important Documents

Complete Customer Service

10% off additional services

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 Premium Membership

Join today and unlock your business's full potential!

What's included
  • Monthly Bookkeeping, Accounting
  • Tax Preparation
  • Monthly Financial Statements
  • Quarterly and Annual CFO Reports
  • Annual Budget
  • Loan Document Preparation
  • Complete Customer Service
  • Client Portal to Upload and Store Important Documents
  • 10% off additional services
Starting From
500k and above in revenue.


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

What is included in the CFO Premium Membership?

Our Premium Membership includes monthly bookkeeping & accounting, tax preparation, monthly financial statements, quarterly and annual CFO reports, annual budget, loan document preparation, and exclusive access to our client portal for document storage. Plus, you get 10% off our additional services.

What happens if my business needs more extensive services than those included in the Premium Membership?

We can customize our services to meet your specific needs. Plus, as a Premium member, you enjoy a 10% discount on our additional services. Contact us to discuss your unique requirements.

How much does the CFO Premium Membership cost?

The CFO Premium Membership starts at $1499.00 per month. For businesses with more complex needs, we offer tailored solutions. Please contact us for a personalized quote.

Is my financial information secure with SAS Tax & Business?

Absolutely! We prioritize your privacy and the security of your data. All your financial information is handled with the utmost care and confidentiality, adhering to industry standards and regulations.

What size businesses are eligible for the CFO Premium Membership?

The CFO Premium Membership is tailored for well-established businesses with annual revenue of $500k or above. Our services are designed to provide these businesses with comprehensive financial management and strategic guidance.

How does the loan document preparation service work?

We assist you in preparing all necessary documents for loan applications, ensuring they are accurate, complete, and professionally presented to increase your chances of loan approval.

How can I start with your CFO Premium Membership?

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.
We are specialists in accounting and tax administration in Houston, TX. We can accommodate all of your business needs, no matter how large or small.
© 2024 SAS Tax & Business Solutions. All rights reserved