​Your Outsourced CFO has a complementary network of individuals and businesses to connect with clients. We act as a liaison between our clients and a cadre of external experts to work together towards client needs and objectives. The following services are often referred to our clients based on request:

YOCFO COMPANY PHILOSOPHY

​​“Your Outsourced CFO is your guide for the financial process and strategy allowing yourself and your company to progress from initial financial competency to ultimate clarity for business growth.”

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Legal

Corporate |Trademarks | Copyright | Patents| Real Estate| Mergers & Acquisitions | Estate Planning

Financial

Buy/Sell Agreements | Funding & Review | 401k, 403b, Simple IRA, SEP | Business Exit & Succession Planning | ESOPs | Business Valuation | ​Personal Financial Advisor​ | Estate Planning

Accounting

Tax Returns | Audited & Reviewed Statements | Strategic Tax Planning Experts | Internal & Remote Bookeepers

Banking

Credit Lines |Commercial Loans | Checking and Saving Services | Mortgages

HR

Employee Policies/Handbook Drafting | Job Descriptions | On Site Training | Candidate Assessment and Interview Support

Technology

Needs Assessment | Cloud Based Server Environments |
​IT Management and Support

Health & Life Insurance

Business Insurance & Risk Management

Employer Sponsored Plans   |   Volunteer Benefits   |    Disability & Long-term Care  |   Compliant Health Reimbursement

Key Person (Man) Planning    |    Property and Casualty    |    Professional and Cyber Liability

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