The Lady CFO

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Zip code

Annual income

Entity type

Accounting needs

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Introduction: Our customer service and responsiveness to our clients is what sets us apart from your local CPA or accountant. We have heard numerous complaints of clients not being able to get in contact with their accountant. We are available via phone, email, and Skype. We enjoy helping our clients understand their financial position. Not only do we prepare your financials but we explain them and review them with you to assist you in gaining a clear understanding as well.

Overview

Hired 14 times

8 employees

17 years in business

Payment methods

This pro accepts payments via Cash, Credit card, PayPal, Square cash app, Venmo, and Zelle.

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2016

Reviews

Very good 4.6

13 reviews

5

84%

4

8%

3

0%

2

0%

1

8%

Nikki B.

Mar 15, 2016

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Hired on Thumbtack

Individual Tax Preparation

Kimbrooke P.

Mar 22, 2018

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Hired on Thumbtack

Accounting

Carla T.

Jul 5, 2015

Jajuan and CFO Benefits is the best company for my company, they are very informative and always helpful for what ever you may need or questions that you may have. Their personal touch goes a long way. And that type of company works well for us and that to us makes them a well rounded company that will ba able to help anyone no matter the size of your company. If you're looking for a personal touch, hands on company and professional then CFO Benefits is the way to go.

Nat M.

Jul 5, 2015

Best bookkeeping experience ever. Professional and prompt are the best qualities I could expect and that is exactly what I received. I've been working with her since 2007 and can not imagine running a business or federally funded program without their assistance.

Mimi W.

Jul 7, 2015

JaJuan McClain is by far the best Financial Officer any organization can ask for. She manages our non-profit organization with excellence, patience and accuracy. Our calls are answered or returned in a timely fashion and she responds to questions and concern by providing thorough answers.

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is straight forward and most recurring monthly clients are set on a fixed rate per month based on volume.
What education and/or training do you have that relates to your work?
Yes as stated I also teach accounting as an adjunct professor song have to stay current on accounting principles. Also as a registered tax professional I have to maintain ethics and continuing adulation courses.
How did you get started doing this type of work?
I worked for years in coporate accounting but I decided I liked the variety of public accounting. However is did not want to just provide standard tax services and wanted to be sure my firm addressed the needs of a diverse clientele.