The late service
Fractional CFO services. Buy the late one.
Four taps. One job. The rest of the menu can wait.
One line on the list. The rest can wait.
The one-job call needs a name and a mobile.
How the one-job check goes
- Point at the late lineThe close, payday setup, or the return.
- Walk the four marksOn video. The pause is the first blank, not a tour of every service.
- Leave with one scopeThat job only, or a stop if the real ask is a signed cover.
One job is a whole purchase.
We will not treat a question about the close as an order for the whole menu. The cash view and the return both use the tied month, and neither one replaces it.
Audit, review, and compilation are not for sale on these pages. If a bank letter calls the work assurance, a CPA firm holds that signature, and the conversation ends on the first call.
Steven Palmieri is a Tax CFO and the Entrepreneur's CFO. The practice is not a CPA firm and does not sign audit or assurance reports.
Start the free checkQuestions people ask first
Can I buy one service?
Yes. The month tied to the bank, payday on the provider you run, or the return from those months. Asking about one does not obligate the others.
What does tied mean?
The statement and the books land on the same figure, the sales-tax draft matches the payment that left, open bills and invoices are lists, and owner money stays apart from wages.
Is a quiet bank feed enough?
No. A quiet feed is not a tied month. The pause is at the first blank.
Do you sign an audit?
No. That cover, a review, and a compilation stay with a CPA firm. Statements here carry no attest cover.