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Financial Systems

Bookkeeping & Related Technologies Set Up & Configuration.
Enhance & Strengthen Current Systems.

Turn messy financials in to clear and Strong Financials.
Empowering You To Know Your bottom Line At All Times.

Long-term customer relationships resulting from our focus in striving to always be discovering more ways to better serve our current client base.

Our Services

1. Tax Audits

As an Enrolled Agent, David represents taxpayers in all levels of the IRS collections process including audit representation.


2. Tax Filings

Since CEO Services is a boutique shop in regards to Tax Filings, we take on a maximum number of tax filing clients. This way, you get individualized service that’s focused on your tax needs and shifting requirements.

3. Tax Matters

We provided assistance in navigating IRS and State tax regulations. (There are over 3 million lines of IRS tax code).

4. Consulting

We provided consulting and training services mainly in Quick Books and related technologies, such as Method CRM, TSheets, Merchant Services integrations, among many more. While Quick Books is our main focus, we do also consult on other financial software as well.