RESPONSIVE ENGINE
viewport–
orientation–
fit scale–
bars / clip–
Resize the window and rotate a device — the slide keeps identical proportions; teal fill = invisible letterbox.
VALLEY CFO
Accounting Proposal · July 2026
Prepared for

A plan to limit your tax liability.

Branded advisory, monthly accounting, and a proactive tax strategy — built around where your business is headed.

Northwind Trading Co. (sample)
Valley CFO Inc. · Ambition. Initiative. Accountability.
VALLEY CFO
Valley CFO Inc. · Agenda
What we'll cover

The engagement, end to end.

  • 01Where you are today
  • 02The pain points we're solving
  • 03Our services & approach
  • 04Your tax savings plan
  • 05Investment & next steps
Valley CFO Inc. · July 2026
VALLEY CFO
Valley CFO Inc. · Services
How we help

Four ways we engage.

01

Monthly Accounting

Clean books, quarterly reviews, and financial reporting you can actually act on.

02

Tax Strategy

Accountable plans, PTE-elective filing, and year-end planning to limit liability legally.

03

Payroll

Filings and direct deposit handled, so pay runs are never a source of stress.

04

Fractional CFO

Real-time projections, KPI tracking, and strategic consulting as you scale.

Valley CFO Inc. · July 2026
VALLEY CFO
Valley CFO Inc. · Investment
Investment

Choose the partnership that fits.

Essentials

$850/mo
  • Monthly accounting
  • Business tax prep
  • Quarterly review

Advisory

$1,650/mo
  • Everything in Essentials
  • Proactive tax strategy
  • Fractional CFO advisory
  • KPI tracking

Growth

$3,200/mo
  • Everything in Advisory
  • Weekly meetings
  • Real-time projections
Valley CFO Inc. · Offer valid through July 31, 2026