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CFO Base is a full-service digital CFO and accountant agency 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. 


We are Strategic Insights for Actionable Outcomes- Find Out More Below!

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.

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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