Friday, March 15, 2024

Fractional CFO and CPA Services - Omega Equity Exchange Program - Potential Benefit for Omega Portfolio Companies


Fractional CFO and CPA Services - Omega Equity Exchange Program

Our portfolio companies can now pitch for fractional CFO and CPA services! Services include anything from the following list. 

Company Formation 
-Apply for Federal EIN and if needed state Business Permit 
-Entity Selection Facilitation 
-IRS Forms 8332 and Form 2553 if necessary 

Financial Reporting 
-Building Financial Reporting on Xero 
-Facilitate access to banking for reconciliations 

-Facilitate discussion about employee vs independent contractor 
-When Payroll Services needed, apply for state withholding permit and unemployment permit Wealth 
-Design retirement plan for owner(s) and employee to facilitate retention 
-Meeting with owner to develop Personal Financial Statement and determine financial goals 

Board of Directors 
-Serve on the BoD 
-Serve as Financial Consultant and operational Consultant 

Accounting and Tax
-Tax planning  
-Tax prep Quarterly 
-Financial statements  
-Budgeting and forecasts 
-Use of funds 
-Cap table creation and management

Message if you are interested in promoting your product or service to our audience through our partner program

Green CPA, PLLC - Fractional CFO and CPA Services 

Green CPA has over 30 years experience in all aspects of your financial needs.  From accounting-based work in financial reporting, payroll, accounts payable, etc. to compliance services such as tax returns, payroll taxes and sales taxes.  Green CPA also provides CFO Advisory Services and will become your non-equity partner to grow your business.  Todd Green, CPA also offers wealth management services through Avantax Advisory Services, Inc. to ensure you and your employees are looking towards future goals.

Omega Equity Exchange Program

We offer our portfolio companies a way to leverage their equity to access a diverse array of products and services from other businesses within our collective. Exchange products and services for equity in your business. Click here to learn more!

Want More? Get In on the Action!

Are you interested in finding funding or exchanging equity in your business for services or products? Email us

Message if you are interested in promoting your business to our audience and portfolio companies.

Would you like to invest time or money into business startups,

Disclaimer: This is only for entertainment, informational, and discussion purposes. This does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service. We are not offering any legal, investment, tax, or medical advice. 

Let us therefore come boldly unto the throne of grace, that we may obtain mercy, and find grace to help in time of need. Hebrews 4:16 

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