A Chief Financial Officer (CFO) is an individual who manages a company's finances. With Pachira Financials virtual CFO services, you’ll have a dedicated expert on your team helping with bookkeeping, budgeting, funding opportunities, payroll processing, tax planning, and more! Our VCFO services include full-time monthly bookkeeping, payroll processing, Strategy Calls with a CPA, and more!

How are you managing your business finances, and why are you still doing it yourself? We will set up or completely revamp your business’ bookkeeping using the software QuickBooks. You’ll also receive a 1 hour training with a CPA to learn how to effectively manage your books moving forward.

A member of the team will help you create a profit and loss report for the year. This is an incredibly important document that details how much your business is profiting and losing. This is essential for tax filing and accessing resources like loans for your business. With this service, you will receive a completed profit and loss report and a 1 hour meeting with a Certified Public Accountant.

Our Monthly QuickBooks Bookkeeping service is designed to simplify your financial management process. We handle all your monthly transactions, including accounts payable and accounts receivable, to ensure your books are always in order. With our team taking care of the books, you can focus on running and growing your business.

Pachira Financials offers tax services for various types of entities including individuals, LLC's, C corporations, S corporations, partnerships, and nonprofits. Pachira Financials offers virtual tax preparation services, allowing for quality services with the convenience of virtual meetings. We utilize Intuit Link, which is a secure online portal that makes providing your tax information quick, easy, and more organized.

Filing S-corporation status can help taxpayers save a ton on self-employment taxes. However, it’s important that you file correctly and adhere to all legal and tax requirements. Even if you missed the S-corporation election deadline, we can still file for you! With this service, you will get a 1 hour CPA meeting, an analysis of reasonable salary as a business owner, creation of the IRS required accountability plan to maximize tax savings, guidance on the required payroll setup, and a completed S corp designation form.

Fun fact: you must pay estimated taxes quarterly throughout the year. Do you know how much you owe? If not, we will calculate the amount of year-to-date taxes owed to the IRS. Clients will get a 1 hour tax planning session with a CPA and a completed estimated tax calculation worksheet.

We make it easy! A 1099 must be filed for all contractors who received more than $600. A member of the team can file 1099s at the end of the year and send the tax forms via mail and email to your contractors. You must have a minimum of 5 contractors to use this service.