Outsourced CFO & Strategic Financial Services
Gaining complete control over your company’s financials is the key to predictable growth. From evaluating true profitability and driving scalability to enabling informed decision-making, we deliver the high-level expertise needed to move your business forward.
I’m Ronald Redd. Leveraging over two decades of advanced accounting experience, I help leadership teams gain total clarity over their numbers and navigate complex financial challenges.
Explore the services Redd Tax, LLC provides to help bring your financial vision into focus:
Startup & Launch
For early-stage setups, solopreneurs & pre-revenue ventures needing solid foundations.
- ✓ Accounting System Setup
- ✓ Quarterly Ledger Reconciliation
- ✓ Burn Rate & Cash Runway Tracking
- ✓ Self-Serve Payroll Setup Support
- ✓ Bi-Annual Founder Check-Ins
- ✓ 3-Business-Day Support Guarantee
Essential Accounting
For established small businesses needing core compliance & financial clarity.
- ✓ Monthly P&L & Balance Sheet Oversight
- ✓ Full Payroll Processing (Partner Platform)
- ✓ Standard A/P Entry & Coding
- ✓ Quarterly Strategy Check-Ins
- ✓ 3-Business-Day Support Guarantee
Growth & Management
For expanding companies requiring segmented tracking & tailored reporting.
- ✓ Everything in Essential, plus:
- ✓ Class, Location & Department Tracking
- ✓ Custom Financial & KPI Reporting
- ✓ Expanded Monthly Statements
- ✓ Priority 2-Business-Day Support
Fractional CFO & Strategy
For high-growth firms needing executive leadership & proactive forecasting.
- ✓ Everything in Growth, plus:
- ✓ Forward Cash Flow Forecasting
- ✓ Marketing ROI & Margin Analysis
- ✓ Monthly Executive CFO Strategy Sessions
- ✓ Executive Board Financial Package
- ✓ VIP 1-Business-Day Support
| Feature / Service | Startup & Launch | Essential Accounting | Growth & Management | Fractional CFO & Strategy |
|---|---|---|---|---|
| Accounting Frequency | Quarterly | Monthly | Monthly | Monthly |
| Payroll Processing | Setup Support | Included | Included | Included |
| A/P Entry & Oversight | — | Standard | Standard | Standard |
| Class / Dept Tracking | — | — | Included | Included |
| Custom KPI Reporting | — | — | Included | Included |
| Cash Flow Forecasting | Basic Runway | — | — | Advanced |
| Marketing ROI Analysis | — | — | — | Included |
| Strategy Meetings | Bi-Annual | Quarterly | Quarterly | Monthly |
| Response Guarantee | 3 Days | 3 Days | 2 Days | 1 Day |
| Get Started | Select | Select | Select | Select |
A La Carte & Specialized Services
Enhance your monthly package or address targeted operational and tax needs.
Operational & Transactions
- Accounts Receivable & Invoicing Billing workflows & customer tracking.
- AR Collections Oversight Structured follow-ups on aging balances.
- A/P Payment Processing Vendor payment execution & scheduling.
- Job Costing & Project Tracking Direct labor, material & margin tracking.
- Inventory Valuation & Reconciliation COGS alignment & inventory adjustments.
Tax Strategy & Compliance
- Year-End Income Tax Preparation Business & individual returns aligned with accounting.
- Sales & Use Tax Compliance Multi-jurisdiction reconciliation & filing.
- Quarterly Proactive Tax Estimates Ongoing projections to prevent surprise bills.
- 1099 Vendor Compliance Annual 1099-NEC / 1099-MISC e-filing.
- IRS & State Notice Representation Professional resolution with tax authorities.
Startup & Strategic Planning
- Pitch Deck & Financial Modeling 3-statement models & investor projection decks.
- Ledger Cleanup & Restructuring Historical catch-up bookkeeping & chart of accounts setup.
- Annual Budgeting & Variance Analysis Operating budget vs. actual performance tracking.
- Custom Financial Dashboards Real-time KPI & cash metric visualization.
- Bank Financing Support Compilation of debt packets & financial support.
Need a custom combination of specialized services or a tailored project scope?
Request Custom QuoteWant to know more about Management?
To learn more about Ronald Redd, check out my LinkedIn profile: