TRUSTED FINANCIAL ADVISORS

We're proponents for individuals, businesses, and other organizations for planning and reaching their financial goals

TRUSTED FINANCIAL ADVISORS

Virtual CFO Services

You want to make sure you’re adding members consistently, but we go further: we’ll look at how every new member will increase your profitability and your cash flow.

Make friends with the IRS

Pay the tax you have to, but no more. Get a better relationship with the IRS than the one you have now.

Tax Reduction Services

You deserve an accountant who has a passion for finance, and many years of experience serving businesses. Whether you choose to work with us, or seeking one-time business advice, we’re here to help.

Pricing Plan for Virtual CFO

Kratos Plan

Starting from $ 800/ Month
  • Month End Close
  • Bank Recons
  • Financial Statement Prep
  • Quickbooks Support
  • One Meeting with CPA
  • Limited Payroll Support
  • 941, Use & Sales Tax
  • Personal Tax Return
  • Business Tax Return

Athena Controller Plan

Starting from $ 1,200/ Month
  • Cash Flow Forecasting
  • Financial Statement Prep
  • Month-end Close
  • Bank Recons
  • Payroll Support
  • 941, Use & Sales Tax
  • 2x CPA Meetings
  • Business Tax Return
  • Personal Tax Return
  • Tax Planning

Fitbiz CFO Plan

Starting from $ 2,700 / Month
  • 5x CPA Meetings
  • Company-wide KPI's
  • 12 Month Cash Flow Forecasting
  • Chart of Accounts Management
  • Bank & Director Relationships
  • Financial Statement Prep
  • Month End Close
  • Payroll Management
  • 941, Use Sales Tax
  • Bank Recons
  • Business Tax Prep
  • Proactive Tax Planning
  • Invoicing Clients / Pay Bills
  • IRS Representation

Who We Help

Real Estate

You’re not content to stay small. You want to grow.

Technology Firms & Startups

You’re not content to stay small. You want to grow.

Multi-Family Unit Advisors

Big opportunities are before you: are you making the most of them?

Commercial Real Estate Advisors

Commercial property advisors that grow at the same pace as their clients.

Real Estate Advisors

You know how to operate, you see the big picture and now you’re ready for your next location.

Studio Owners

Ecoforestry is a creative skill and a joy beyond anything found within conventional forestry.


What Our Clients Have Said

Businesses That We've Worked

Highly Motivated?

You started your business with high motivation and enthusiasm. Your members are excited and driven, as are you. But that motivation doesn’t always translate through to your finances. We understand how hard it is to run a small business, have employees, provide for your family and save for the future.

Ready to get Started?

We’ll show you why moving your bookkeeping, accounting, and CFO work to Fitbiz is the best decision for your business!

Fitbiz CPA Financial Tips on Youtube