Part-time CFO Services

 

Part-time CFO Services

 

Growing businesses often reach a point where they need professional financial advice, but can’t afford a full-time CFO or controller.

If you’re fortunate enough to be in this position then we have the perfect solution for you. Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

The cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits. Our Part-Time CFO services provides you with experienced support at a small fraction of that cost.

Here’s what you get with our Part-Time CFO services…

  • More time to focus on new services, new customers and other core business issues.
  • Better understanding of the financial side of your business. So you have less surprises and more control over the money.
  • Improved decision-making capabilities from clearly seeing the hard and true numbers of your business.
  • A readily available sounding board to help you with those tough business decisions and help you clarify your business plans.
  • The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.
  • A professional who establishes strong financial controls in your business to reduce employee theft and increase profits.
  • Training and managing your accounting staff.
  • Improved quality and timeliness of financial information.
  • Budget preparation and monitoring.
  • Profitability analysis by service or product line.
  • Tax saving strategies.
  • Trend analysis.
  • Assistance in defining long-range plans and the quantification of goals.
  • Cash management.
  • Liaison with bankers, attorneys, vendors, insurance agents, etc.
  • Assistance in obtaining financing from banks, including assistance with negotiations.
  • Review/negotiation of insurance policies.
  • Development of company accounting procedure manuals.
  • Analysis of equipment purchases, expansions, etc.
  • Mergers and acquisitions assistance
  • Custom designed collection policies and procedures

 

PRINCIPAL

MEET JOHN DILUCCI

Education:  John graduated from the University of Texas at Austin with a Bachelor Degree in Data Processing & Analysis. He is an Enrolled Agent, a Fellow of the National Tax Practice Institute, a Member of the American Academy of tax Practice, and a Certified Tax Resolution Specialist.

Experience: John specializes in representing clients before all administrative branches of the Internal Revenue Service. He is an expert at Audits, Offers in Compromise, Establishing Currently Not Collectible Status, All Varieties of Installment Agreements including Partial Payment and Manually Monitored Installment Agreements, Removing Wage Garnishments, Reversing Bank Levies, Preventing Home/Car Seizures, and Removing Tax Liens
EMAIL JOHN
John DiLucci
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MANAGER

MEET FARAZ KIUMARSI

Education: Faraz graduated from the University of North Texas with a Bachelor Degree in Accounting. He is currently pursuing his CPA license.

Experience: His past experience includes running his own sales business. At Masters of Taxation, Faraz manages all projects and maintains client relationships. He delegates work to other team members and manages workflow, while working closely with the Principals. Faraz specializes in working with small businesses, which includes managing their tax returns, bookkeeping, payroll, sales tax, and yearly tax planning. He works strategically with small business owners to help them make financially savvy decisions, fostering efficient, long-term growth.
EMAIL FARAZ
Faraz Kiumarsi
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TAX ASSOCIATE

MEET JAGDISH AMBRE, EA

Education: Jagdish graduated from Mumbai University with a Bachelor Degree in Accounting. He is an Enrolled Agent licensed to represent taxpayers before the Internal Revenue Service.

Experience: He has worked in the accounting industry for over 15 years, which includes working at NCH Corporation, Tischcon Corporation, Flat Products Equipments, Nirmal Projects, and Chemtrols Engineering Ltd. He has training in QuickBooks, Federal Income Tax, Reconciliations, Accounts Payable, and Accounts Receivable. 
EMAIL JAGDISH
Jagdis Ambre
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TAX RESOLUTION ASSOCIATE

MEET SHIRENE KOK, LLB, LLM

Education: Shirene graduated from the University of Western Cape with a Bachelor of Law and the University of Witwatersrand with a Masters in Company Law & Criminology. Her most recent publication was titled 'Tax Benefits for Small Business,' which was featured by the National Small Business Chamber. 

Experience: Her experience includes working for KPMG, Pillay & Devachander Attorneys, and Adams & Adams Attorneys. She has a professional memberships with the Golden Key Society and the Law Society of the Northern Provinces, which is the Bar Association of South Africa. Since the majority of her work and educational experience has been in South Africa, she is now pursuing the Bar Exam after having just moved to the U.S. recently. Now, at Masters of Taxation, she works closely with our Tax Resolution Principal on tax law research and written letters to the IRS.
EMAIL SHIRENE
Shirene Kok
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TAX ASSOCIATE

MEET AREZOO DINYARI

Education: Arezoo graduated from the University of Karaj with a Bachelor Degree in Accounting.

Experience: Federal and State Corporate and Partnership Income Tax Returns, Organizations Exempt from Income Tax and Amended Income Tax Returns, Federal and State Individual Tax Returns, Sales Tax Returns, Payroll Tax Returns (multi-state), Bookkeeping, Texas Franchise Tax Returns.

Foreign Language: Farsi
EMAIL AREZOO
Arezoo Dinyari
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