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CFO Services

With our CFO Services, you can gain peace of mind that your finances are being monitored while you focus on your customers.

Finances, Bookkeeping, Profit and Loss

You have to manage your finances and monitor your books. But you also have to focus on your customer – with limited resources and time.

How can you take care of your finances and customers?

With our CFO Services, you can gain peace of mind that your finances are being monitored while you focus on your customers.

Plus, we can help you understand your company’s current financial state and where it stands from a profit and loss standpoint – without hiring a full-time CFO.

Enjoy back-office support

Financial expertise to address your needs

  • Access to a full team of CPAs, tax preparers, and accountants
  • Seasoned professionals who’ve been providing accounting services for over 25 years
  • Virtual or in-person meetings

Bookkeeping services

  • AR or AP processing and management
  • QuickBooks setup and integration
  • 12-month forecasting
  • Payroll
  • Financial planning

Merchant services

  • Faster payments
  • Lower payment processing fees

Get started

Focus your efforts on your customers, and leave the financial reporting and bookkeeping services to us. Contact us

Want to create tax-free income?

Think about your future income and goals. Let's make it happen.

Paragon Tax Planners

Here at Paragon Tax Planners, we stand by our planning process to go the distance for your planning needs. We will always understand your unique circumstances and customize your tax solution to meet your needs. Our virtual platform serves the needs of our clients in all 50 states. Our software meets every regulatory body requirement for document transmission and document storage. We will fiercely protect your information. We look forward to helping you Plan From a Tax-Smart Perspective℠

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