FINANCIAL SERVICE

TAKE YOUR BUSINESS TO THE NEXT LEVEL WITH A CFO

PERSONAL FINANCIAL PLANNING

VIRTUAL BUSINESS CFO ON DEMAND 

CREATE A FINANCIAL ROADMAP AND GET CLEAR

CLARITY IS POWER

TRY OUR SERVICE RISK-FREE

Custom Pricing

If you own more than one company, you will receive a multi-entity discount 10% discount.

Take advantage of paying in full annually with a 15% discount.

We also offer group plans - please inquire within.

Cancel at Any Time

Cancel at any time by providing a 30-day termination written notice. We make it easy to download any data you might need.

Scalable Plans

Annually, we review your current plan chosen, to ensure we covered all your needs as they may change.

New-Client Setup

We have you covered, if you do not currently have any accounting software, and need us to create one from scratch.

We will customize your chart of accounts by tailoring to your personal and/or business.

OUR SERVICES

CFO Service Include:

  • Short-Term and Long-Term Financial Goals

  • Assessment of Company's Financial Position

  • Budget Analysis

  • Projected 1-3 years Financial Map

  • Financial Analysis, Measures, and Targets

  • Company ROI Growth Strategy

  • Evaluate Risks and Safeguards

  • Improve Operations and Investigate Fraud

  • Internal Controls and Monitor Compliance

  • Comply with Federal, State, and Local Requirements

  • Includes, calls, text, and emails relating to the scope of work

  • 24-hour Support Response

  • Cancel anytime with a 30-day notice

  • Security and Safety Measures in Place

  • Online Secure Document Retention

  • 24/7 Access with Secure Cloud-Based Software

Custom Add On's:

  • Advisory Services

  • On-Demand per Client Needs

  • Debt Management Assessment

  • Saving/Fund/Investment Tools

  • Implement Best Practice for Individual Wealth

  • Automate Financial % Allocations

  • Manage Money Programs for Employees

  • Annual Tax Planning ​

    • Save money and reduce tax liability​

  • Personal Financial Planning ​

  • Wealth Coaching

BELLE CAPITAL MANAGEMENT, Inc.,

10866 Washington Blvd  l  Suite 11 l Culver City  CA 90232

 310 730 6802

© 2016 BELLE CAPITAL MANAGEMENT - All Rights Reserved