It's not just about your business, it's about your legacy and your life. The success of my business is the success of my family, friends, and community. I am a strategist integrated into your business, not just a tax preparer you meet with once a year. As your CFO, I have a year's understanding of your business and check in regularly about its financial health
When do you need a CFO? When your tax liability is over $60,000, you need to look at someone who is strategically reviewing your financials throughout the year before tax time.
As a business owner, you might be worried about getting capital, bringing in clients, and building a business. Most people don't have time for the financial details and thats where my team and I come in. We're the ones who make sure you're in compliance and your taxes get in so when you need funding or sell your business you don't short sell yourself.
It's more than just financials, I'm in it for the long haul. To see what the succession plan is, the legacy you are building and to make sure you have enough money for retirement. All the things a usual CFO wouldn't think about we do.
I'm going to make sure the decisions you make financially are in line with what you want.
ERICA MARTINEZ
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