Let Halo CFO make your life easier!
Not only do we provide essential tax strategy and planning, but we prepare and file Business Taxes, Sales Taxes and Personal Taxes. We provide a detailed analysis and neatly compiled copies of all returns.
If you receive any IRS or state dispute letters we will be happy to correspond on your behalf.
Financial Statement Preparation
We provide monthly, quarterly and annual reports of financial statements, based on your business needs, for your personal and/or business planning and decision making.
Entity Formation & Exit Strategies
Whether you are looking to start a new business, or dissolve your current entity, we provide all necessary documentation in accordance with federal and state regulations to legally accomplish your goals.
From Articles of Organization, SElection Forms, obtaining an EIN number to Articles of Termination, or simply a change of address with the IRS, we will prepare and file them all on your behalf.
With our Human Resource services we help your company recruit and hire new employees. We also provide onboarding services; integrating new employees into your business and its culture.
We also provide performance management, training, and organization development. We advise and train senior staff to use these resources to monitor employee performance and productivity to ensure the success of your employees and your business.
With our HR training and services, you and your employees will get the coaching and feedback you need to make communication and productivity within your company effective and your business successful.
Bookkeeping & Accounting
We are highly qualified in bookkeeping and in preparation, auditing and analysis of financial accounts.
In addition to our bookkeeping services, we will advise on tax laws and investment opportunities to help you and your business see positive financial growth.
Financial Forecasting and Analysis
With financial forecasting and analysis of your company, we aim to help you express your financial goals and priorities and ensure they are internally consistent. We can also help your company identify the assets or debt needed to achieve these goals and priorities.
We provide a sound financial model based on these financial forecasts and help your company make smart business decisions.
Business Consultation, Growth & Development
We provide personalized service that align with your desired outcomes. Furthermore, we use the "team approach" to bring many areas of expertise into one comprehensive picture. Our Advantage Program assures that your team will communicate and focus on the results you want.
Whether you are looking for a personal or business loan, we provide complete loan packaging to aid your financial goals. We help you come up with a solid business plan, assist in gathering of proper documentation and develop a neatly compiled and well organized presentation for you to give lenders for approval of your request.
Although we cannot guarantee approval, our Loan Packaging Program will greatly improve your chances of getting that loan you need.
Insurance-speak can be confusing. We are here to help you understand your policy and make sure you are properly covered for all aspects of life while ensuring you that you are saving the most money possible.
Although we do not sell insurance, we are highly qualified to help you negate through all the terminology, assist in compiling all necessary documentation, provide you with sound advice and brainstorm questions and scenarios you might not necessarily think about on your own.
We are guaranteed to be there with you every step of the way in obtaining proper coverage that meet your current needs at the best price.