Uncommon Color | West Allis WI
"By simplifying my accounting process, CFO Unlimited allows me to focus on my business strengths. I receive prompt, direct responses to my questions and zero unnecessary communication. I just know my books are handled, and that's exactly what I need."
- Monica Gill, Owner
Sea Chant | Los Angeles CA
"CFO Unlimited has been an irreplaceable asset in my business since they first started for me back in 2012. Before CFO, I was constantly stressed about my books, numbers, cash flow, pretty much anything related to accounting made my chest tight. Then came Greg. He's created various templates for my business that I've come to rely on. He keeps me updated weekly about the state of affairs, what I should and shouldn't expect. He's completely removed the stress of managing cash and paying hundreds of contractors on my behalf. I honestly don't know if I'd still be working for myself without him, I would've thrown in the towel long ago! With CFO Unlimited, I'm freed up to focus on what's most important,-- running my business. A lot of accountants can do what Greg does, but few have the personal dedication or sensitivity to search out where you're weak and self initiate solutions to improve. He's always asking questions to learn about how my world works so he can offer templates, structures or solutions to help it run smoother. I can't recommend him high enough. However I don't want him to get too busy cause I can't live without him! ;-)
- Andrew Gallo, President
dialtune | Seattle WA
"CFO Unlimited has been been a lifesaver for us here at dialtune. Greg's professionalism and attention to detail allow me to focus on growing the business with complete confidence that our financials are always where they need to be. I could not imagine trying to do this without him."
- Bryan Bedson, President
NK Missions | Fairfax VA
"CFO Unlimited has been with NK Missions from the very beginning. Actually, from before the very beginning. Greg helped us to file all our State and IRS paperwork required to become a corporation and assisted us becoming a 501(c)(3) non profit organization. He is a trusted advisor as we operate our mission both domestically and internationally. He focuses on all our financial and tax needs so we can focus on our mission. Thanks CFO for your excellent work!"
- Lou Gallo, Executive Director
Wally's logo is on his truck:)
Wally King Masonry | Milwaukee WI
"I like your service that you provide like doing my payrolls, benefits reports, all my various tax reporting, and you're easy to get a hold of with any questions. I also like the way you made so much of my stuff automated. Thanks a lot Greg!"
- Wally King, Owner
Kefa Project | Raleigh NC
"CFO Unlimited truly cares about their clients. It makes a big difference to know that the people looking after your finances care about how you and your business are doing. Their responses are prompt and Greg is extremely personable to work with."
"The peace of mind to know that our books are being handled extremely well so that we can have the freedom to focus on what makes us passionate about our nonprofit."
- Brian Beckman, Executive Director
Live To Serve | Racine WI
"CFO Unlimited has filed my personal taxes for the last five years. I have a few rental properties and felt CFO rates were very reasonable to unload the burden of filing my personal taxes. I then purchased a small assisted living facility three years ago. I knew right away that I wanted CFO Unlimited to be our accounting firm, but what I didn't know is how pivotal a role that would become. Before even purchasing, Greg did a full audit of the business financials prior to closing. He helped me discern if the purchase would be a good investment. He also set up all of our tax filings, helped me with all employee documents including wage garnishments, he also did a great deal of business planning and financial goal setting. He keeps me on budget, keeps me focused on future goals, and has done a great deal of cost savings brain storming with me. He is always exceeding my expectations for an accountant. He is business savvy, honest, ethical, and a joy to work with."
- Danielle Morey, Owner
Coast In Bikes | Milwaukee WI
"CFO Unlimited is extremely flexible and helpful in finding the solutions that are best for my company. As a small business with a small payroll, he makes it easy for me to run payroll on my own and everyday bookkeeping. When I need help in correcting our books and answering questions he is prompt and quick to follow through in finding quick solutions so I can move on to what I need to do next in a busy business owners schedule. I highly recommend CFO's services for any small business owner looking for personable one-on-one help."
- Carolyn Weber, Owner
Personal Tax Returns
In additional to small business work, CFO Unlimited does personal tax returns as well. We do the personal tax returns for almost every small business client of ours as well as many non-business owners. Here is a comment from one of our personal tax clients:
"I often call Greg my human bottle of Advil because he makes so many headaches go away. Greg is always on top of things and ensures that the process by which we communicate and facilitate various tasks are done efficiently and professionally. I’ve been working with Greg for over 6 years and have referred many people to him because I trust him implicitly. Greg handles the ins and outs of mine and my wife’s small businesses while also handling our personal taxes. He’s someone that I love having in my corner and I’m grateful to have the opportunity to work with him."
- Phil & Jessica, Seattle WA