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BELLE CAPITAL MANAGEMENT, Inc.,
A Full-Service Accounting and Tax Firm
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:
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Short-Term and Long-Term Financial Goals
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Assessment of Company's Financial Position
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Budget Analysis
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Projected 1-3 years Financial Map
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Financial Analysis, Measures, and Targets
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Company ROI Growth Strategy
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Evaluate Risks and Safeguards
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Improve Operations and Investigate Fraud
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Internal Controls and Monitor Compliance
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Comply with Federal, State, and Local Requirements
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Includes, calls, text, and emails relating to the scope of work
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24-hour Support Response
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Cancel anytime with a 30-day notice
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Security and Safety Measures in Place
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Online Secure Document Retention
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24/7 Access with Secure Cloud-Based Software
Custom Add On's:
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Advisory Services
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On-Demand per Client Needs
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Debt Management Assessment
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Saving/Fund/Investment Tools
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Implement Best Practice for Individual Wealth
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Automate Financial % Allocations
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Manage Money Programs for Employees
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Annual Tax Planning
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Save money and reduce tax liability
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Personal Financial Planning
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