
Fintaxe
CPA and CIA Fractional CFO Tax and AML Compliance
Compétences

Voir mes services


Expérience professionnelle
Owner and Fractional CFO
Fintaxe Financial Services
Jan 2021 - Present • 5 yrs 8 mos
Run a Baltimore-based CPA practice serving individuals and small businesses with tax preparation (1040, 1120-S, 1065, Schedule C), tax planning, IRS notice resolution, bookkeeping, and financial statements. Serve as fractional CFO for clients in fintech (money services business), healthcare, and childcare, covering cash flow, monthly close, reporting, and QuickBooks Online. Design and maintain BSA/AML compliance programs for money transmitters. Build AI-driven automation for tax and reporting workflows.
2 Avis
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Détails de la notation
- Niveau de communication avec le freelance
- À recommander à un ami
- Service conforme à la description
Trier par
brittany_writes

États-Unis
Thank you so much! Great communication, everything delivered as expected, and most importantly amazingly quality! I highly, highly recommend and look forward to working together again!
50 $US
Prix
newlife2000

États-Unis
Fantastic, detailed accounting and business plan was offered from this EXCELLENT SELLER. Literally brought my colleagues to tears. This man literally broke-down the accounting blueprint concerning the finance nuisances of event planning finance. Please use this SELLER great service. Excellent accounting, event management and booking service. Promise you!!
50 $US-100 $US
Prix