Let us crunch the numbers, so you can focus on growing your business
From bookkeeping to tax planning and beyond, our licensed professionals are here to help you optimize business operations and improve your cash flow.
Our services
Explore tailored financial solutions and scale your business on your terms
Get a dedicated, licensed team on your side for a fraction of the cost of one full-time hire.
Our only goal is your financial success
Get to know our team and the professionals committed to providing top-tier financial solutions for businesses nationwide.
Learn more82%
of our clients see significant cash flow improvements.
50%
of our clients exceed five-year growth targets.
300%+
ROI reported by our clients.
"At CFOmate, we turn financial confusion into clarity, helping our clients navigate their path to success with confidence and ease."
John Smith
Business owner
"Our proactive approach to financial management ensures that our clients are always one step ahead, driving growth and maximizing profitability."
John Smith
Business owner
"With CFOmate by your side, you can focus on what you do best, knowing that your financial health is in expert hands."
John Smith
Business owner
We integrate with cutting-edge tools & technology
Stay ahead with our advanced Tax AI
Get tax answers, useful insights, and proactive solutions to keep your tax affairs in perfect order.
We serve a wide range of industries with tailored solutions
Enjoy customized financial solutions that meet your specific business needs.
- Real estate
- Professional services
- Personal services
- E-Commerce
- Dental and medical
- Contractors and tradesmen
- Cryptocurrency and digital assets
- Nonprofits
Get insights and tips from top financial experts
Stay informed on the latest trends and strategies in financial management.
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Get all the answers you need
Get answers to your most pressing financial questions.
What services does a Virtual CFO provide?
A Virtual CFO offers comprehensive financial management services, including accounting systems setup, financial statement preparation, cash flow planning, budgeting, forecasting, internal controls review, retirement planning, insurance review, entity structuring, payroll and HR support, and proactive tax planning.
How can tax planning benefit my business?
Tax planning helps you uncover strategies and opportunities to save on taxes both immediately and in the long term. It ensures you are taking advantage of all available deductions and credits, optimizing your cash flow, and staying compliant with tax regulations.
Why should I choose CFOmate over other financial service providers?
CFOmate is a licensed CPA firm offering a dedicated support team for a fraction of the cost of a full-time hire. We provide proactive, year-round financial management, ensuring compliance and maximizing growth opportunities. Our comprehensive approach and advanced AI technology set us apart.
What industries do you specialize in?
We serve a wide range of industries, including real estate, professional services, medical, contractors and tradesmen, personal services, cryptocurrency and digital assets, and e-commerce. Our tailored solutions meet the unique needs of each industry.
How does your advanced AI tax monitoring work?
Our AI technology continuously monitors your IRS account in real time, identifying potential issues or audits before they become problems. This proactive approach helps you stay compliant and address any concerns early, saving you time and money.
Grow your business
Take the financial stress off your business’ shoulders
Let CFOmate handle your finances so you can enjoy peace of mind while focusing on growing your business.