Zabel’s virtual CFO services will digitally connect to your business with our qualified staff of certified Bookkeepers. One of the best features is the CFO’s ability to use the latest web technology at their disposal. In fact, our Virtual CFO will have all your meetings using web conferencing tools. This means that no matter where you are, your business will be able to improve its profitability and bankability, at a fraction of the cost. Zabel CFO services offer businesses robust financial controls, stabilized cash flows and increased profitability letting the owner get back to what’s important.
Here is an example of the typical services that would be provided.
Account Reconciliation:
Enter Checks, Deposits, and Automatic Withdrawals |
Reconcile Bank Account (s) |
Enter Credit Card Activity |
Reconcile Credit Card Account(s) |
Reconcile Loan Accounts |
Record/Verify Payroll |
Update Fixed Asset Module |
Print Financial Statements with PY Comparison |
Review Financials |
Fix Open Points (opt) |
Update Tax Projection |
Review Financial Statements |
Review Tax Projection |
Print Financial Statements with PY Comparison to File Cabinet |
Notify Client |
Payroll:
Receive Payroll information |
Enter Hours (opt) |
Prepare Payroll |
Print Reports to File Cabinet |
Review Payroll for Accuracy |
Prepare 941 |
File 941 |
Prepare State Unemployment Tax Return |
File State Unemployment Tax Return |
Prepare State Income Tax Withheld Return |
File State Income tax withheld return |
Contact Client with amounts due |
Put Payroll records into File Cabinet |
Sales Tax:
Calculate Sales Tax owed |
File Sales Tax Return |
Print Sales Tax Confirmation |
Notify Client of Amount due |
Send Client Sales Tax Confirmation |
Pull Sales Tax Confirmation into File Cabinet |
Connect with us to learn more about how we can help your business succeed with Fractional CFO services: tzabel@zabelco.com