.png)
CFD Services Inc offers our clients a customized approach to meeting their business needs.
How do we do this?
BUSINESS CONSULTING/CFO SERVICES
-
This consists of a meeting every two weeks or as determined by the need of the business.
-
We create actionable items that our client can execute in order to meet their goals.
-
We create an environment of accountability so there are touch points and follow ups in between meetings to ensure we stay on track toward our clients’ goals.
-
Financial and Strategic planning to meet long term goals.
-
Exit strategy.
-
Prepare business for future fundability.
-
Additional Services Offered (Additional fee)
-
Business Entity Formation.
-
Registration in TNTAP.
-
Creation of Operating Agreements/Articles of Inc.
-
Creation of Business credit accounts to establish business credit.
-
Assistance with creation of business plans.
-
BOOKKEEPING/PAYROLL
-
Manage business transactions using accounting software.
-
Proper creation of chart of accounts
-
Creation of Profit and Loss/Income statements – Monthly.
-
Filing of Sales Tax – Monthly.
-
Filing of Estimated Tax payments – if necessary.
-
Filing Business registration and renewals.
-
Ensuring compliance with Federal and State regulations.
-
Payroll Services (Additional Fee)
-
Prepare and process payroll as determined by the client.
-
File payroll taxes – fed and state.
-
Set up direct deposit or printing of checks.
-
SMALL BUSINESS LENDING
-
Utilize Best In Class technology to match clients to lenders.
-
Match clients to a marketplace of over 75 lenders.
-
Ensure the clients gets matched to the right type of funding based on need.
-
Work to meet future funding goals through consulting and preparation
-
Partner with local financial Institutions to assist those clients they cannot.
-
Promote growth and sustainability in our business community.
ABOUT
CFD SERVICES INC
CFD Services Inc is a one stop shop for small businesses in need of Business Consulting, Bookkeeping, Payroll, and Tax services. With over 12 years experience in the financial services industry, we know what it takes to have a solid foundation. Let us be your partner in growth.
John Crespo
Business Development has been in my DNA for over 12 years. I love seeing businesses grow and succeed and being able to partner in that journey is rewarding to me. I spent a lot of time helping small businesses in my previous roles but I wanted to be able to partner with them on a deeper level. My work experience is in the financial industry. I started my career working for JP Morgan Chase in 2010 and made my way to Clarksville, TN in 2018 where I became the Director of Business Development for a local credit union (Fortera Credit Union). I realized that my passion is in working with small businesses to become sustainable and fundable. So I left the corporate world and created CFD Services Inc. Outside of work I am on the board of a Non Profit called Recover Our Sons. We mentor young men in our community to prepare our next generation of leaders. I am also on the board of the Clarksville Hispanic American Family Foundation. My wife and I have 5 children (1 boy and 4 girls). We like to be outdoors and go camping, the beach, and day trip visits to local sites, etc.
TESTIMONIALS
SUBSCRIBE
Join our mailing list. Never miss an update
CONTACT
Let’s Work Together