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Our team is ready to take the finances off your hands so you can be the best you!
CFO Services (Premium)
Using FP&A solutions, we predict and model what will likely happen in the future, and make plans to ensure good growth and sustainability for your business.
We create multiple plans to show what could happen in different scenarios, so business owners know exactly how to respond. This helps our clients manage their cashflow effectively in order to earn bigger profits, save on taxes, and scale their businesses.
What’s Included:
Dedicated CFO
Monthly FP&A Calls
Weekly CFO Integration Ops
Department Level Budgeting & Reporting
Board/Investor Reporting
Accounting Team Leadership
Onsite Support (where available)
Financial Statement Audit Support
Tax Strategy Planning
*Everything in "CFO Services (Advanced)" Included*
CFO Services (Advanced)
We examine how your business has handled its money in the past to identify areas where adjustments can be made today, enhancing the overall financial health of your business.
We make easy-to-understand reports for business owners, deliver advice on improving management, and assist in making informed decisions based on factual insights.
What’s Included:
Dedicated CFO
Quarterly FP&A Calls
3-Way Forecasting (Monthly)
Custom Financial & Ops Dashboards
Annual Strategic Budgeting
Workforce Planning
YTD Income Tax Projection
Tax Preparation (Advisor)
*Everything in "CFO Services (Basic)" Included*
CFO Services (Basic)
Systematic capture and maintenance of financial records.
Daily intake of income, expenses, assets, loans, equity, etc., to deliver an up-to-date picture of your business’ financial position.
What’s Included:
Bookkeeping
Payroll Set-up & Reconciliation
3-Way Financial Statement Reporting
Ad hoc Compliance Filings
Tax Preparation (Standard)
Specialties
DDA Reporting
Trust Accounting
Job Cost Accounting
Al-a-Carte
Tax Strategy Planning
Bill Pay/Receipt Management
Digital Receipt Management
Corporate Training
Reasonable Compensation Reports
Hourly Consulting
Tax Preparation
Maximize your tax position with our expert prep and advisory services. We provide strategic insight and intuitive planning to achieve the most favorable tax position for you, while protecting you in matters of tax compliance.
What’s Included:
Business Tax Preparation (Fed & State)
Personal Tax Preparation (Fed & State)
Tax Advisory
Return Guided Reviews
Secure Document Storage
IRS Notice Assistance
Tax Audit Defense (Fed & State)
Identity Theft Restoration
Specialties
S-Corporations (1120-S)
Partnerships (1065)
Corporations (1120)
Sole Proprietor (Sch C)
Real Estate (Sch E)
ZOKPIA is a Financial Strategy Management Company dedicated to providing financial planning & analysis solutions to small businesses.
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