October is a time to decide what is still open before the year ends.
A CFO faces forward into that part of the year.
The help is the decision, not a promise of a result.
Steven Palmieri is a Tax CFO, the Entrepreneur's CFO. He is not a CPA.
You need financial help with the year that is still open, and he can provide that help.
This is a better alternative than waiting for a firm list to make the decision for you.
What can still move
By October you can see the books, if they are closed. You can also see what is still a choice.
A purchase, a bonus, a cleanup of an old account, a plan for the return. Those are examples, not orders.
We will not print a tax rate here as if it were yours. Fort Worth sales tax has a common reading on another page, and even that is not a promise for one address.
The feeling we want you to leave with is simple. The past is cleaner, the present is managed, and you can look forward.
Decide the open items with Steven Palmieri, the Entrepreneur's CFO
Where a licence is required
Planning the year is not a licence. He is not a CPA.
If the decision needs an audited statement, a review, or a compilation, that piece is handed to a licensed firm.
You are welcome to start late
October is not a scolding. It is a month with time left.
If the books are behind, the first help is the cleanup, so the forward look stands on something real.
Use October with Steven Palmieri, the Entrepreneur's CFO
Talk about what is still open
Name one decision you wish you had made sooner. That is a good start.
You will be talking to the Steven Palmieri practice.