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1. Consultation Once you contact us, we will call or email you within one business day and set a time for a free consultation. 2. Develop Plan During the consultation, we will go over your individual needs and develop a solutions package tailored to your business. 3. Implementation Once a solutions package is selected, we …

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Our goal at Proactive CFO is to partner with businesses and assist in all cash flow management, not just accounting. An accountant or CPA may check that you have reconciled accounts, paid your bills, that your employees are paid and help with some tax filings. However, they do not advise or create strategic financial plans …

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