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Strategic Advisory and CFO Services

Let’s rediscover (together) the power of having the right information at your fingertips.

 

At some point, your business will reach a point where it would benefit from the advice of a full-time Chief Financial Officer, but you won’t quite be ready to spring for the near $100,000 price tag (plus bonuses and benefits).

 

Congratulations if your business has reached this point!

We are pleased to be able to offer you the benefits of a CFO without the hefty price tag. Our Virtual CFO and Advisory services provide you that valuable financial advice at a fraction of the cost – a perfect bridge for this stage of your company’s growth.

 

You can expect to see…

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Increased ease at knowing an expert is on the team overseeing and protecting the financial side of your business

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More time to focus on your business growth – developing new services, attracting new customers, and dealing with other core business issues.

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An enhanced understanding of the financial side of your business, giving you the power to manage the hard and true numbers of your financial picture to obtain the best benefit for your business.

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An expert to help guide you through tough business decisions and to help you clarify your business plan.

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A specialist who will train and manage your accounting staff, leaving you with one less aspect of the business to absorb your valuable time.

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Enhanced budget preparation and monitoring.

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Profitability analysis per type of products and service lines your business offers.

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Tips and strategies for saving on taxes.

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Assistance in long-range planning and the development and prioritization of goals.

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Better cash management.

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A dedicated member of your team to interact with bankers, attorneys, vendors, etc.

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Someone to review and negotiate everything from insurance policies to financing options and rates.

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The development of accounting procedure manuals.

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Implementation of collection advice policies and procedures.

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Analysis of everything from equipment purchases to expansion plans and mergers and acquisitions possibilities.

Let Us Help:

What People Say

Steve Shinn

This is the second year Nexus Square has helped me complete the tax return for the PTA at my daughters elementary school. It is nice to have an organization that is knowledgeable about non-profit groups and how to file their taxes properly. Thank you again to Hazel and Sherri for their support! I plan to direct the new treasurer we elect to our board next year to Nexus Square to have everything done correctly and in a timely fashion.

Alexa Anderson

Mohamed and his team have been great in helping us navigate taxes with our new business. The team is efficient and pleasant to work with. I look forward to having them handle our taxes as our business grows.

J Hath

I have worked with Mohamed and Nexus Square for two years and I intend to continue working with them. When I started my Animation LLC, the team answered all my questions and were very helpful setting it up. I know that if I have a concern or need an answer to taxes or retirement contributions , Mohamed will contact me with an answer. I enjoy working with Nexus Square and I highly recommend them.

Marianne Kelly

I am not a US citizen and after my husband’s passing away I had a very steep learning curve on US taxes and law. Within a few days after having reviewed my information I had all the answers I needed. My previous accountant couldn’t understand the tax treaty between US & NL and the consequences. I am very happy with his fast and complete reply and look forward to working with him in the future.

Bethany Michaels

I hired Mohamed to help me with my bookkeeping and I am already floored at how much his company has helped me. I am an entrepreneur at my core, so learning my numbers has always been a challenge for me. That’s just not how my mind works. Working with Mohamed, I have felt more confident with my business assets and learning how to read my numbers. He also set me up on payroll. I have limited knowledge with taxes, payroll, and the financial side of business, so honestly he’s been a godsend. My books were totally messed up, and with his help, my finances are completely cleaned up, easy to read, and so much more organized! Mohamed and his team are honest, diligent, and work with such integrity. Highly recommend whether you need consulting or just monthly management for your business expenses. Thank you Mohamed for making things so much easier for me! I finally feel free from the stress of the financial side of things.

Herman Mendez

As Vice-President and Treasurer for the La Mirada Symphony Association I reached out to NexusSquare to complete the Symphony Association’s Federal and State tax filings. I appreciated their attentiveness and timely completion of our fillings. I would recommend their service, in particular to non-profit organizations, as they have expertise with 501c3 organizations. Thank you NexusSquare.

Al Lani

They are a very professional organization that does prompt and complete service. they go the extra mile to help be sure you have all the information and options available.

Mostafa Eletreby

Nexus Square has been doing my taxes for several years now and they have made the process so convenient and easy!!! They have taken all the stress out of tax time for me and my family!!!

OUR CLIENTS

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