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:
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YOCFO COMPANY PHILOSOPHY |
LegalCorporate |Trademarks | Copyright | Patents| Real Estate| Mergers & Acquisitions | Estate Planning
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FinancialBuy/Sell Agreements | Funding & Review | 401k, 403b, Simple IRA, SEP | Business Exit & Succession Planning | ESOPs | Business Valuation | Personal Financial Advisor | Estate Planning
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AccountingTax Returns | Audited & Reviewed Statements | Strategic Tax Planning Experts | Internal & Remote Bookeepers
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Health & Life Insurance |
Business Insurance & Risk Management |
Employer Sponsored Plans | Volunteer Benefits | Disability & Long-term Care | Compliant Health Reimbursement
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Key Person (Man) Planning | Property and Casualty | Professional and Cyber Liability
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phone215-470-7887
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info@youroutsourcedcfo.com
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