Services

When you outsource the accounting and bookkeeping to EZCFO, you enjoy all the benefits of the evolution in accounting.

You can stop worrying about the financial details, get out from under piles of paperwork, and relax about whether your bookkeeper is doing everything right. You’ll have a global picture of your financial position at all times, including accounts receivable, accounts payable, and cash balances.

In fact, you’ll discover that, while we begin as your accountant and bookkeeper, we have the professional credentials to become your trusted financial advisor. So you’ll have all the answers you need for optimal success.

Special expertise in the many fields

Our years of experience in the Big 4 accounting firms allow us to bring deep knowledge and expertise to many business areas. And we assist small businesses of different sizes – from multimillion-dollar companies in multiple locations to startups.

We offer a complete range of services for your small business

  • Bookkeeping
  • Accounting
  • CFO Services
  • Controller Services
  • Payroll
  • Human Resources
  • Employee Benefits and Insurances
  • Retirement Planning
  • Accounts Payable Management
  • Accounts Receivable Management
  • Check Writing
  • Bank and Credit Card Reconciliations
  • Electronic Filing Cabinet
  • Benchmarking
  • Budgeting
  • Financial Reports
  • Management Sessions
  • Profit and Growth Consulting
  • Asset Monetization Consulting
  • Financial Planning

Payroll Services and Human Resource Solutions

At EZCFO, we specialize in all forms of payroll, human resource and employer solutions. We customize the packages and services to fit the needs of each client. Our reputation is based on our ability to assess your needs and provide a payroll process and product designed to work with every facet of your needs. So, unlike other payroll companies, we don’t sell predesigned packages.

The benefits of combining your payroll and accounting with a single provider offer numerous efficiencies and savings. It also allows for instantaneous synchronizing of financial data to provide accurate financial reporting.

Our Services include:

  • Payroll processing with clear and concise payroll reporting and checks
  • Tax services, including depositing and reporting to all Federal, State and Local government agencies
  • Preparing and filing all Federal, State and local payroll tax returns.
  • Flexible pay options for employees who choose direct deposit for their net pay
  • Workers Compensation Insurance pay-as-you-go programs
  • General Ledger Imports
  • Garnishment Payment Service
  • Retirement Plans
  • Background checks, applicant tracking, employment history, Cobra tracking
  • Human Resource solutions
  • Business Insurance
  • Healthcare solutions for Small Business

We offer a variety of plans. See which one is just right for your needs.

  • Business Basics

    After the Fact Bookkeeping

    • Ideal for Startups
    • Bank Statements and Cancelled Checks sent Monthly
    • Monthly Bank Reconciliations
    • Profit and Loss Statements
    • Balance Sheets
    • General ledger
    • Secure Online Portal

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  • Business Pulse

    Maintain Your Own Accounting

    • Your very own Virtual Online Office
    • QuickBooks Hosting
    • Virtual Filing Cabinet
    • Monthly Bank Reconciliation
    • Profit and Loss Statements
    • Balance Sheets
    • General Ledger
    • Monthly Financial Statements

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  • Business Vision

    Leave the Bookkeeping to Us

    • Standardized Procedures for your Business
    • Customizable Package
    • Operations manual
    • Scan your source documents
    • Maintain accounts payable
    • Track A/P due dates and pay bills
    • Prepare payroll
    • Record deposits
    • Monitor Cash Flow
    • Monthly Bank Reconciliation
    • Cash balance, A/P, A/R, Credit line availability
    • Income Statement
    • Balance Sheet

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  • CFO Package

    Financial Guidance Without the Full Time CFO

    • Focus on your core business issues.
    • More control of your money.
    • Improved decision-making capabilities.
    • 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.
    • Cash management.
    • Assistance in financial negotiations.
    • Development of company accounting procedure manuals.
    • Analysis of equipment purchases, expansions, etc.
    • Mergers and acquisitions assistance.
    • Custom-designed collection policies and procedures.

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Add-On Services

Electronic Filing Cabinet

It’s the greatest way ever to get out from under the pile of papers that’s getting in the way of concentrating on your business. No more paper files. All of your invoices, bills and other important documents are securely stored in a virtual filing cabinet that is constantly backed up and safe. Reduce your administrative time by being more organized.

Industry Benchmarking

Do you know where your business stands compared to others in your industry? Our industry benchmarking compares your numbers to other businesses in your industry, down to geographic location. This report will assist you in making sure you’re operating your business to achieve the highest possible profit margins.

Budgeting

Utilizing our Industry Benchmarking tool, we can create a budget to guide your business to the next level of success. Owning a business is about cash flow and profitability. Our road map will establish a clear and concise plan to assist you in achieving your goals.

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