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Looking to understand your cost drivers? Let our team implement a strategy to maximize profitability. It’s time to scale for sustainable growth!

VIRTUAL CFO – FINANCIAL PLANNING AND ANALYSIS

BUDGETING, FORECASTING & ANALYSIS

OUR SERVICES

Virtual CFO Services

  • Annual Budget / Plan
  • Quarterly Forecasting
  • Monthly Budget vs. Actual Variance Analysis
  • Key Performance Indicators (KPIs) & Cost Drivers
  • Monthly Executive Financial Assessment
  • CFO Advisory Services – Best Practices & Support

Accounting and Bookkeeping

  • QuickBooks Setup or Transfer
  • QuickBooks Bank Linking &  Connection
  • QuickBooks Monthly Categorization & Bank Reconciliations
  • Monthly Financial Statement Preparation & Custom Financial Reports

Payroll

  • Employee & Contractor Payroll
  • Annual Preparation of W2s & 1099s
  • Quarterly Payroll Tax Return Prep & Filing

Tax Planning

  • Annual Tax Prep & Filing
  • Sales Tax Filings
  • Quarterly Tax Planning

DANIELLE D. WITHERS, CPA

About

Danielle Withers is a licensed Certified Public Accountant (CPA) with ten years of progressive Fortune 50 Financial Planning and Analysis experience. She is passionate about teaching accounting principles and financial literacy to small and mid-sized business owners. As your Virtual CFO, she will listen to understand the unique needs of your business, identify key cost drivers, and create a strategy to maximize profits.

In her spare time, she volunteers as a member of Alpha Kappa Alpha Sorority, Incorporated and serves as a board member of Zuri’s Gifts. She enjoys spending time with her Doberman Pinscher, Charlie-Rose; traveling, visiting museums, dining out, and reading.

Let’s Work Together

Strategizing Financial Solutions, LLC
5373 W. Alabama Street Suite 425M
Houston, TX 77056

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