Clara CFO Discovery Call
Are you considering the need for financial assistance beyond your tax accountant and bookkeeper? This call is all about understanding your current financial needs and assessing what services Clara CFO Group may be able to help you with. This is not an advise or strategy session for PPP questions. To discuss PPP questions, please book a Quick Fire Clarity session at https://claracfo.as.me/QuickFireClarity. To book other advise or strategy sessions, see https://claracfo.as.me/claritysessions
ERTC On-Demand Clarity
ERTC Quick-Question Phone Call - Financial Clarity Session
Need help NOW?
Do you have a quick question about the employee retention tax credits and just need to hop on the phone for some answers? This session is set up to help you tackle those nagging questions and get some real answers.
ERTC Quick-Fire Financial Clarity Session
Need help NOW?
Do you have employee retention tax credit questions that need immediate and quick attention? That's what this Quick Fire session is all about. This session includes a 30 minute Zoom call with Kristi Stone, CPA.
ERTC Financial Clarity Session
Do you have questions for an Employee Retention Tax Credit specialist? We can use this hour to review your tax forms, help you fill out paperwork, determine eligibility, calculate potential tax credit amounts, or just answer your questions. This zoom call allows for screen-sharing, so you can bring documentation to review.
Quick-Question Phone Call - Financial Clarity Session
Need help NOW?
Do you have a quick question and just need to hop on the phone for some answers? This session is set up to help you tackle those nagging questions and get some real answers.
Quick-Fire Financial Clarity Session
Need help NOW?
Do you have a question that needs immediate and quick attention? That's what this Quick Fire session is all about. Book a time and email me (email@example.com) any documents you want to review during our session. This session includes a 30 minute Zoom call and a 10 min document review.
Financial Clarity Session
Do you have questions for a small business-focused CFO? In these clarity sessions, we can deliver radical financial clarity. Send us your financials statements before the call, and we do a 30 minute review of all financial data and research your business before we talk. Then we have a 1 hour virtual meeting to dive into details.
Want to know what your financials are saying about the health of your business?
Curious about the cost of hiring?
Need help optimizing your cash flow?
We are here to help.
QuickBooks Support Sessions
30 min QuickBooks Support
Do you have questions about the nitty-gritty of QuickBooks, or need some advice on how to set up your business in QuickBooks? Book a consultation with our QuickBooks expert, Maggie Driano, to address these NOW!
60 min QuickBooks Support
Do you have multiple questions about the nitty-gritty of QuickBooks, or need advice on how to set up your business in QuickBooks? Book this 1-hour consultation to address your questions and to receive in-depth, expert guidance on how to use this powerful software.
Strategic Profit Plan Package
- 30 min financial statement review
- 1 hour financial strategy session followed by:
- 1 hour budgeting session to match your strategic objectives for the year
- 15 min follow-up phone call to discuss questions/progress
ERTC Calculation Preparation - DEPOSIT
Would you like expert support in calculating and filing your 2020 or 2021 Employee Retention Tax Credit (ERTC)? This package is designed for the business owner that wants an expert to help them prepare, calculate, and file their ERTC. If you are ready to outsource this to someone else, this package is for you.
Clients engaging ERTC Calculation Prep services will receive:
- Direct access to CPA Kristi Stone to answer their questions through email and scheduled meeting times,
- ERTC Qualification Assessment (what quarters do you qualify for?)
- Preparation of ERTC calculation for qualifying quarters,
- Review of supporting documentation,
- Preparation of working papers to support the ERTC calculation,
- Preparation and filing of the required tax forms (Form 941/941-X) if needed, and
- Recommendations to maximize their ERTC.
Meetings can begin right away and the support will last through the submission of your tax forms.
To begin the ERTC Calculation Prep process, book a 30 min ERTC session with Kristi to review your information. From there, Kristi will request reports from you and perform work as needed. Meetings will be booked as needed.
Our MINIMUM fee for any ERTC project is $1,750, which is the base price for calculating and filing ERTC for 1 quarter for a company with under 10 employees. The deposit fee is $1,000 in order to engage Clara CFO Group for your calculation and preparation of ERTC documents. If it is determined that we cannot assist in your ERTC filing after the deposit has been made, a refund will be issued less any hours that have been spent at a rate of $350/hr. Kristi will provide a final price for services after the initial ERTC Qualification Assessment has been conducted as the final pricing is based on number of employee and number of quarters filed.
Note: The goal of the program is to work with you to properly calculate your maximum ERTC and help you claim the credit. Ultimately, however, we cannot guarantee what the IRS will do. There's no guarantee of receiving the ERTC with this package, but you have our guarantee to do our best to help with all due diligence and properly applying the rules to help you maximize your credit.
PPP Loan Forgiveness - Deposit payment and schedule
Would you like expert support during your PPP loan forgiveness process? This package is designed for the business owner that wants the support of an expert by their side during this difficult time of complex and shifting guidance.
Clients engaging PPP forgiveness services will receive:
- Direct access to Hannah Smolinski, CPA and the Clara CFO Group team to answer their questions through email and scheduled meeting times,
- Review of PPP support documentation,
- Guidance for improving documentation for submission,
- Assistance with filling out the SBA 3508/3508EZ/3508S applications and associated bank forms, and
- Recommendations to maximize PPP forgiveness.
Meetings can begin right away and the support will last through your bank forgiveness application.
To begin the PPP forgiveness process, book a 30 min information session to review your loan information and supporting documentation. From there, our team will perform work as needed. Meetings will be booked as needed.
Our hourly fee is $350 charged for CFO hours spent on the project, and CFO assistant hours are charged at $150/hr. The deposit fee is for 3 CFO hours. Any overages will be billed at the end of each month. Any unused time will be refunded to the client. Most PPP forgiveness applications with employees will take 5-8 hours. Small PPP loans with no employee complexities may take less than 3 hours.
Note: The goal of the program is to work with you to maximize your loan forgiveness. However, ultimately, we can't guarantee what the bank will do. There's no guarantee of forgiveness with this program, but you have our guarantee to do our best to help with all due diligence.
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