THE BENEFITS ARE AMAZING!

 

These are some of the benefits you can expect by becoming a bedrock CFO client

  • Security and piece of mind knowing your accounts are current

  • Reduce stress from financial management so your company accounting is more efficient

  • All of your tax and business questions answered

  • A Weekly mastermind for business and tech management

  • If you are a lawyer, doctor or real estate agent that needs to get a handle on your escrow accounts we got you covered

  • Guaranteed privacy and confidentiality

  • Our services makes accounting simple

MY PERSONAL GUARANTEE TO YOU



What is a CFO?

It's like having your own accounting team!

CFO TIER PACKAGE

Find a plan that’s right for you.

​Monthly

  • Reconcile 3 Bank Accounts

  • Track payments from 5 pay servers

  • Yearly Profit and Loss Reports

  • Unique Secure Client Portal

CFO PROFESSIONAL PACKAGE

$197

Monthly
  • Track payments from unlimited pay servers

  • Quarterly Profit and Loss Reports

  • Secure management of up to 5 escrow and brokerage accounts

CFO

SIGNATURE  PACKAGE

$397

Monthly

  • Reconcile up to 10 Accounts

  • Quarterly 1-1 Meeting with Accountant

  • Monthly Profit and Loss Reports

  • Secure management of up to 10 escrow and brokerage accounts


Other features if you purchase one of the package:

  • Access to a Money Networking Mastermind
  • Access to a Tech Learning Mastermind
  • Free Marketing on our Social Pages 
  • Separate Personal Accounts From Business
  • A Personal Account Liaison 
  • Tax Saving Suggestions 
  • Bedrock Community Support
  • Email and Chat Support

If It's About Personal Accounting, Business or Taxes My Team & I Got Your Back!

"Joe helped me get straight with escrow accounts for real estate management and improved my business execution."

 

 

 

 

Linda Kaye

"Joe is the titan accounting professional for solopreneurs! If you're in start-up mode, or your financial books are a mess, Joe and his team are the warriors you need to navigate the minefields of monthly financial reports and tax preparation. Do your business a favor: hire Joe!"

Larry Broughton

"Joe helped create a cash flow in my business when I thought it wasn't possible during the pandemic."

 

 

 

 

 

Marisa Pasquini