Thank you for your interest in Platinum CFO.
Below we share frequently asked questions about our services.
If you have questions after reviewing our FAQ page, please contact us. We are happy to answer any questions.
“I started my business three years ago and was using a bookkeeper instead of an outsourced CFO. The difference in service, expertise and professionalism has been night and day since Sharon became part of my team. When Sharon says she will do something, she does it, and in a very expedient manner. She is highly responsive, organized and incredibly efficient. Sharon’s vast experience as a CPA gives her a great deal of knowledge that allows her to see the bigger picture for my business— not only from a cash flow perspective, but from a tax perspective as well. Prior to engaging Platinum CFO my tax preparer revised a large amount of the work because the bookkeeper didn’t understand potential tax implications. Now that my tax preparer is working with Sharon, my tax preparation bill is significantly lower because the data is correct the first time. The reports that she prepares, combined with her insight, have helped me to make much more informed and educated decisions about the future of my business. I am confident that my records are correct, organized, and current. I highly recommend engaging Sharon if you want someone detail oriented, intelligent and highly professional! I am confident that she will be an asset to anyone she helps!”
–Samantha Fraelich-Rohe, Managing Partner, IntegriGen Wealth Management