About Cossette Burgos, CPA

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CFO services on an as needed basis. Cover for an absent Controller/CFO, assist in hiring/replacing of Finance staff, or simply act as an interim Controller/CFO for small business who do not need one on a full time basis. Assist with set-up of Accounting department, policies and procedures, or havoc projects.

Bookkeeping services on a weekly, monthly, quarterly or yearly basis. We can help you with software and chart of accounts set up if you are a start-up or continued support if you are already established. We assist with as little or as much as you would like and/or need. We can invoice customers, pay bills, reconcile bank and credit card accounts, among other tasks. We can do it all!

You want to learn how to do your own bookkeeping or prepare your own payroll tax returns? Learn how to read your financial reports so you can make better business decisions on a daily basis? We got you! We can train you, and later provide support as needed. We can teach you how to interpret your financial data, set up favorite reports, and guide you thru some of the key items to keep an eye on. Or simply, your staff needs training and/or assistance? We cover it all!

Monthly, quarterly, semi-annual or annual. Most common for lending purposes or for business with several owners that prefer CPA issued statements.

Semi-annual or annual. Most common in the Construction business for obtaining bonding. However, also prepared for other industries for obtaining and renewing commercial loans among other needs. 

Assist with initial business set-up and continuous tax consulting as business evolves. No business is too small, actually is what we loved the most, small business like ourselves. All our business engagements include 1 hour Tax planning meeting between 11/1 and 12/15 to plan for year-end. Additional tax planning meetings can be scheduled as needed. 

Whether you report on a Schedule C, S or C Corporation, or a Partnership, we got you covered. 

Assist individuals with tax questions, or tax planning for current or future tax implications. All new client engagements include a 1/2 (half hour) greet and meet meeting to establish a relationship and make sure we are a good fit. All future meetings will be scheduled on a needed basis and subject to our hourly rates. We recommend dropping off tax files and wait for a follow up call to discuss tax items after the first meeting.  

Whether you have one W-2, or several, own rental properties or not, and have one or several investment accounts, we have you covered. No tax filing is too small for us.