CONSULTING, TAX PLANNING, BOOKKEEPING & CFO SERVICES FOR SMALL BUSINESSES
Celebrating 10 Years in 2024!
“Your First and Last Choice for Business Financial Services”
Are you frustrated, burned out, or lost with running your business? Are you tired of making costly mistakes?
“As business owners, we understand you! Don't feel bad if you don't know business basics. I have an accounting degree and I still needed outside training in areas like payroll, sales tax, and QuickBooks.” ~Christi
You don't have to go it alone, and you shouldn't. Don't wait!
Invest in your business today.
Our All-in-One Solution will help you gain clarity, control, and confidence in your financial health.
Our Fractional CFO Service includes:
This all—inclusive package is ideal for service-based businesses with 1 million or more in annual sales.
Cash Flow Forecasting
We help you project monthly cash flow so you can answer all of the “Can 1...” questions. “Can I hire”? “Can I invest in equipment”? “Can I pay myself more, or at all”? With our guidance, your cash flow projections will transform from numbers on a page to numbers that directly impact your bottom line.
Key Performance Indicators
We help you define your personal and business goals and then design a plan of action to achieve those goals, while routinely measuring progress.
Books, Advisory, Financial Reporting
Accurate and timely data is needed to provide CFO services, so we do the heavy lifting. Our team of certified QuickBooks Online Proadvisor's will allocate income and expense transactions and reconcile monthly. We will then be able to create financial reports to measure business health and compare results to the forecast.
What that means for you:
- No more stressing over your books
- No more inaccurate financials
- No more scrambling at tax time!
Please be advised that we do not provide Accounts Payable, or Accounts Receivable services. However, we can provide assistance to you and your team with questions on your QBO system.
Don’t worry if your books are a mess or not up-to-date. During the onboarding process we will review your QBO system and provide a report of our findings. At that time, we will advise you on what steps need to be taken to get your books up-do-date and the cost to do so.
Tax Planning
During the onboarding process we will review your tax returns and financials to see if any of our top 12 tax saving strategies could benefit you now or in the near future.
CFO Touch Points
Monthly we will have two 30 minute calls to review progress and answer questions. And once a quarter, one of those calls will be extended to 90 minutes.
Are you ready to increase PROFITS
and decrease frustration?
Other Services
Let us help you gain
Clarity, Control, and Confidence
of your financial health!
QuickBooks Online Services
- Setup
- Training
- Consulting
- Catch-up services (to get your books up-to- date)
- Monthly
- As needed services
Tax Planning & Compliance
Tax planning is proactive and tries to prevent the need to be reactive at tax time.
Some examples:
- Optimizing entity structure
- Is an S Corp election right for you
- Accountable plan
- How to maximize expense deductions
- Salary vs distributions
Reasonable Compensation Survey for S-Corps
If your S Corp salary isn't based on reasonable compensation, you're probably paying too much in taxes or risking an audit. We have tools available to help you accurately determine your reasonable compensation figure. Please contact us if you would like to complete a Reasonable Compensation Report.
This is an independent unbiased report that uses criteria outlined by the IRS and Courts to determine an individual's reasonable compensation. It also provides a defensible position in the event of an IRS challenge. Reports start at $550.
Fractional CFO Services
- Strategic Planning to help meet goals now & in the future
- Cash Forecasting to inform better business decisions
- Financial Reporting & analysis to identify opportunities to improve profitability
Annual 1099 NEC & 1099 MISC Filings
To guarantee your spot, please contact us prior to January 1st to schedule this service.
Contact us to take control of your business's finances today!
Reviews
About Us
Alpha Omega Consulting is a boutique advisory firm providing small businesses tax planning, cash forecasting, consulting, and QBO services. We are a virtual firm working with businesses throughout the U.S. with headquarters in Dallas, TX.
With our team’s experience and our technology platforms, we customize services for your unique business.
Voice: 469.675.0046
700 Central Expy S Suite 400 Allen, TX 75013
We work with service-based businesses such as:
- Law Firms
- Dentists
- Ophthalmologists
- Home Repair and Maintenance
- Remodel
- Interior Design
- Advertising Firms
- Artists
- & More
Meet the Team
Christi Rains, President & Founder
Christi is the Founder & President of Alpha Omega Consulting & Bookkeeping, LLC and the co-founder of The Sensible Business Owner. She has over 25 years of finance experience. She holds a bachelor's degree in Accounting from Dallas Baptist University and is a certified Elite QuickBooks Online ProAdvisor. She is a member of several professional organizations.
Brandon Rains
MacKenzie Rains
Cary Holmes, CPA
