Our Services

Running a business can be tricky, and business owners need help. As such, tax return preparation is becoming a smaller and smaller part of our focus. With over 30 years in financial services, in areas of lending, investments, financial planning, and business taxes, we bring a big-picture perspective to the table. C4F's approach is holistic, taking qualitative and even emotional components into consideration, as well as quantitative factors to help your business be the vehicle to help you reach your personal goals. There is no one-size-fits-all solution; we help navigate the grey areas of our clients' financial world to find solutions that work.

Virtual CFO
Where are you now? Where do you want to be? Do you know how to get there, and what is getting in the way? Having answers to these questions and having guidance and assistance along the way is invaluable. Partner with us and we will help. From new business setup, strategic planning, budgeting and cash flow, and even board meetings, C4F is there for you. Better businesses, by design.
Who you gonna call? Having a resource available for those pesky questions that come up is crucial. Most accountants and tax advisers look in the rear view mirror, and that has its merit, but it's important to know where you are going, not just where you've been. We offer business and individual tax planning, working through the Core 4 Fundamentals of planning.
You didn't launch your business so you could become an accountant, but we did! For us, it's like playing with and solving puzzles all day long! From monthly bookkeeping, reconciliation and financial reporting, to quarterly reviews, to bookkeeping and accounting support and troubleshooting, and QB online setup and configuration. Really, we dig it, so let us do it, and you go run your business!
No one likes the topic of taxes, right? Wrong. We kinda love this stuff. Why? It's how we're wired, because someone has to be. That means we enjoy helping our clients navigate the complexities and the ever changing tax laws to help them to pay a little as legally allowed. Our focus is on businesses, including corporations, partnerships, LLC's, and of course the owner's individual tax returns. Let us worry about it.