Digital CFO Services

CFO Base is a full-service accounting firm serving clients throughout the Los Angeles and Chicagoland area, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. 

Tax and Accounting Services

Monthly, Quarterly, and Annual Filings- as well as Payroll Management and Digital CPA/ CFO Services

Business Formation and Strategy

Filings and Formation for maximum growth strategy- as well as re-classification solutions for tax advantages.

Individual and Entrepreneur Services

Financial statement and biz management, as well as financial advisory and investment strategy solutions

Digital CFO and CPA and Management

We offer to reconcile accounts, income statements, balance sheets, general ledgers, and full payroll process

Digital Solutions
Boost your Success

We provide a wide range of services to individuals and businesses, from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

As a small business owner you have more important things to do than to keep your own books- that is CFO Base’s job. We take care of your books for you, so you can get back to the job of running your business and generating profits.

Individual’s filing taxes themselves without the help of The Accountant may overlook substantial deductions or make significant mistakes. This tax season, trust us to protect your interests and hard earned money with our tax preparation services.

Preparing your own individual tax return can be a task that leaves you with more questions than answers. 

Most CPA firms do not provide a simple understanding to those they service. 

US Government’s General Accounting Office states that most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Our Clients and Partners

CFO Base clients and partners for digital CFO services

Digital CFO Success and Overview of Popular Services

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation
  • Litigation support

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Our payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

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