Done For You CFO

Helping individuals achieve financial goals to benefit the life you choose to live.

Personal CFO Package

$3500 / year

  • Income Tax Preparation

  • ​Entity Structure Review

  • Tax Strategy

  • Real Estate / Investment Coaching

  • Quarterly Calls With Our CFOs

  • Annual Tax Projection

  • Tax Deadline Reminders

  • 24/7 Access To Secure Cloud Portal

Personal CFO Package

Custom Pricing

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.

CFO Services

We are good at the stuff you don’t want to do…

Financial Services

Whether you own a business or have a 9 to 5, we can help. From annual tax filings to monthly financial review, we got you covered.

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.

Other Services

We get it. You have life figured out. Finances are covered. Cool. You still got options!

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.

Financial Strategies

We are strong believers in choosing a life that is backed by financial strategies. Let us show you how…

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!

Done For You Real Estate USA (“DFY”) is a private real estate education and services company. We provide strategy guidance, property coordination, and educational tools to help clients pursue real estate investment goals. DFY is not a licensed real estate brokerage, investment advisor, or securities dealer, and we do not offer legal, tax, financial, or investment advice.

All content, tools, calculators, and services—whether provided on our website, through our events, software, emails, videos, or printed materials—are for educational and informational purposes only. Nothing should be interpreted as a solicitation, recommendation, or endorsement to buy or sell any investment, property, or financial product. We are not acting as an agent for any entity offering securities.

You alone assume responsibility for evaluating the risks and merits of any information we provide. DFY is not responsible for any decisions you make based on our materials. You agree not to hold DFY or any of its employees or affiliates liable for any loss or damages resulting from your financial decisions. We strongly encourage you to consult your own licensed tax, legal, and financial advisors before taking action.

Any examples, forecasts, or projections are illustrative only and should not be interpreted as guarantees of future performance. We do not and cannot promise any return on investment. Past performance is not indicative of future results, and results will vary widely based on timing, market conditions, creditworthiness, effort, and other variables beyond our control.

Testimonials shown are from real clients. Their experiences are not typical, and your outcomes may differ. Real estate investing involves risk, including the risk of losing capital. DFY is not a business opportunity or get-rich-quick program.

If you believe any part of our service or presentation conflicts with this disclaimer, please notify us so we can clarify or correct it. You agree to indemnify DFY against any claims or damages resulting from statements you make that misrepresent our role.

All property photos, tools, and illustrations shown are for informational purposes and may not reflect current availability or actual performance. All information is subject to change without notice.