CPA vs. CFO - What's the Difference?

Don’t confuse a CPA and a CFO!

CPAs will typically keep, audit, and inspect your business’s financial records, and then prepare and file your taxes.

A rockstar CPA will also help you reduce your overall tax burden.

CFOs shape your overall financial strategy. They look at your operation as a whole and provide insights to improve cash flow, maximize existing assets, and help with long term forecasting.

Basically, your CPA helps you with tax preparation, while your CFO provides tax planning strategy.

Watch my latest video to see why and how both of these positions are crucial for your business’s success.

Click here to watch .

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How You Can Work with Us

At Heartfelt CFO and Tax Services, we provide multiple ways for you to work with us to help your business. In addition to the free resources I offer on my LinkedIn page, we also provide education through our website,?heartfeltcfoandtaxservices.com ?.

We have monthly packages for businesses of all sizes, stages, and types. You can view all of our packages by?clicking here .

If you are looking for a one off consultation call with me to discuss a specific business or financial challenge you are facing, and how to overcome it, then you can?use this link .

And last but not least, if you aren't sure what your business needs and you want talk it out,?schedule a free 30 minute consultation here .

The bottom line is that we are here to help your business in any way that we can. Whether you're ready for a full monthly commitment or not, we are here for you.

Please send me a DM with any questions!