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CFO 4 Small Business

Licensed
Licensed
Contact for price

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About
I am a CPA experienced in helping small businesses with their accounting, tax preparation, and financial planning. I have over 10 years experience helping over 400 clients. I am a Fractional CFO, meaning that I can provide financial, accounting and tax oversight to small business owners on a part-time and affordable basis. My tax planning can lead to significant tax savings for you.
Overview

Hired 1 time

Background checked

License verified

2 employees

9 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash and Check.

Credentials

License verified

CPA - Certified Public Accountant

License state: TX

Background checked

Passed by Steven Aupperle on Oct 23, 2023.

Services offered
Service needed

Annual tax filing

Quarterly tax filing

Other tax consultation

Filing status

Sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Annual revenue

Less than $100K

$100K - $500K

$500K - $1M

$1M - $5M

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Exceptional 5.0

6 reviews

5

100%

4

0%

3

0%

2

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1

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Read reviews that mention:


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Matthew F.

Apr 19, 2022

Steve is great to talk to and does a great job of explaining the different options available for my business. 100% recommend.
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Tammy J.

Jan 10, 2022

Steve is very knowledgeable and provides great advice. He has helped my small business tremendously with financial and accounting advice as well as strategic advice. I would definitely recommend.
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Lori F.

Nov 21, 2021

Steve has done my taxes and financial planning for over five years. He is very knowledgeable and reliable. He has saved me from penalties, helped diversify my assets and made my life so much easier. He is my trusted tax and financial advisor.
pro avatar
David F.

Nov 20, 2021

Steve has done taxes and accounting for me and several of my associates for 4 years. His quality of taxes and knowledge of the tax law are excellent. He has saved us a lot of money with his tax savings ideas. I recommend him to all of my friends and associates
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Debbie S.

Apr 14, 2022

Steven was very easy to work with. He was very nice even when I was not real smart!

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    I generally charge around $100 per month for accounting and financial services. This includes reviews of your financial statements plus meeting remotely once or twice per month. I charge $50 per hour for additional services. I charge $300 to $400 for individual and business tax returns depending on their complexity.

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