Coaching | Finances | Options
Helping individuals achieve financial goals to benefit the life you choose to live.
CFO Services
We are good at the stuff you don’t want to do…
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Financial Strategies
So many times in life, we let factors that are outside of our control dictate our decisions. We start with a goal but look at the path of others thinking that we can mimic their successes to reach our own goals. We don’t realize that most times, the path of others are just replicas of someone else. In short, we get stuck in a cycle of reaching for everyone else’ dreams hoping we can even remember what the original goal was. Let us help you slow down. Let’s take a step back so you can take your own steps forward. Here’s the catch: Let’s let money drive all of our decisions!
“Money doesn’t buy happiness.” How many times have we heard that? We call it Strategic Money. Strategic money might not buy happiness either, but it will buy you time for whatever the word happiness means to you… We approach the coaching world from a different perspective. At HelpMe CFO, we have seasoned CFOs that help put a financial plan together to help you reach your life milestones faster than you ever dreamed. Let’s go on a journey to help you achieve goals you never thought were possible!
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Financial Services
Your business growing bigger than your accounting knowledge? Do you need CFO level expertise but don’t want to pay executive-level wages? Tired of being surprised of your tax due from filing taxes on your own with tax software that is like a choose-your-own adventure book? Are your business expenses everywhere but in a spreadsheet? Yeah, we thought so…
HelpMe CFO can take care of all your traditional accounting needs. We can be as much or as little as involved as you need us to be. Together we come up with a strategy that fits your company goals and we execute while you sit back knowing you are in good hands.
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Other Services
Tax Preparation
I would say you have no idea how many people dread tax deadlines, but I don’t like preaching to choirs. Whether you own a business or just file an individual tax return, we can prove we know what we are doing.
Financial Statements
Income Statements. Balance Sheets. Statements of Cash Flows. Aging Reports. Cost of Goods Sold and Inventory Tracking. Accrual vs. Cash Basis. Monthly, Quarterly, Annual Financial Packets. We understand your pain. Make us relieve your pain.
Business Consultation
You may be knowledgeable in your industry. Probably awesome at your profession or trade. But what’s the next steps? Restructuring? Scaling? Acquisition or divesture? Yeah, let’s talk.
Bookkeeping
Shoe boxes of receipts are the worst right? Mixing personal and business expenses on the same credit card can be so confusing! Knowing the health of your company can go a long way. We can help you get organized one month at a time.
Personal CFO Package
Personal CFO Package
$3500/year
Pricing Based On Scope of Engagement
Income Tax Preparation
Entity Structure Review
Tax Strategy
Real Estate/Investment Coaching
Quarterly Personal Calls with our CFOs
Annual Tax Projection
Tax Deadline Reminders
24/7 Access to Secure Cloud Portal
We can be as involved with your business finances as you need. Whether it is weekly strategy calls, monthly financial packets, and/or quarterly & annual financial statement analysis, we have the expertise to manage the numbers so you can make sound decisions to grow your business.
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Kevin Clayson & Steve Earl
DFY Real Estate, co-founded by Kevin Clayson and Steve Earl, empowers individuals to achieve financial independence through accessible real estate investing using their "Moneyball Real Estate System."
No Investment Advice: The information provided to you by us is for information, education and instructive purposes only. We are not a licensed investment advisor and do not intend to provide you any investment advice. Although we may provide information and education relating to real estate investment approaches and where to acquire real estate properties, you should not construe any information, features, tools or other content provided by us as legal, tax, investment or financial advice. We are not acting as agent for any entity offering its securities. Nothing contained in the materials or the presentations provided to you shall be taken by you (or is meant to be taken by you) as a solicitation, recommendation, endorsement or offer by us or any third party to buy or sell any securities or other financial instruments. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information provided to you before making any decisions based on the information and services provided to you. In exchange for the services provided to you, you agree not to hold us or any of our employees or affiliates liable for any possible claim for damages arising from any decision you make based on information made available to you. No investment, legal or tax advice is given to you and you should consult your own licensed tax, legal or other advisors for such advice before you implement your financial decisions. No information that we give or provide to you shall be construed by you as a recommendation by us to invest the equity in your home or in any retirement or savings accounts. If you believe that any of our services provided to you are not consistent with the statements herein, contact us immediately so that we can clarify and/or modify any presentations to be consistent with this Agreement. You agree to indemnify us for any damages, losses or expenses that we incur as a result of any claims or statements by you that we provided services to you in violation of this section.
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