Expertise & CFO-level features

ProTaxTeam

Expertise & CFO -level features

Group 70

Board reports + presentations

Group 70

Cash flow projections

Group 70

Financial projections + models

Group 70

Business analytics

Group 70

Strategic finance consulting

Group 70

Budgeting + cash management

services

Other services

Rectangle 19

Business
Taxes

Business Consulting, Business Tax Preparation and Consultation, Business Plan Reports...

Rectangle 21

Personal
Taxes

Income Tax Filling,
Personal Financial Statements, Financial Planning...

Rectangle 23

Fully outsourced accounting service

Dedicated controller and team, Monthly reconciliations, Revenue recognition...

Rectangle 21

Expertise & CFO-level features

Board reports + presentations, Cash flow projections, Financial projections + models...

Rectangle 23

High net worth & virtual family office services

Equity compensation planning,
Retirement planning including alternative strategies...

services

Other services

Rectangle 23

Fully outsourced accounting service

Dedicated controller and team, Monthly reconciliations, Revenue recognition...

Rectangle 19

Business
Taxes

Business Consulting, Business Tax Preparation and Consultation, Business Plan Reports...

Rectangle 21

Personal
Taxes

Income Tax Filling,
Personal Financial Statements, Financial Planning...

Rectangle 21

Expertise & CFO-level features

Board reports + presentations, Cash flow projections, Financial projections + models...

Rectangle 23

High net worth & virtual family office services

Equity compensation planning,
Retirement planning including alternative strategies...

ProTaxTeam

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