Tax Prep

We'll even tackle the taxman

The team will make sure your i's and t's are where they're supposed to be

Outsourced CFO
* Still not actually Dave! Pics postponed due to COVID-19 :(

Tax Prep

Your business and personal taxes can now all be handled by our "one-stop shop" for everything financial


Starting at:


CPA or EA prepared return
Audit Protection
Analysis of filing status
Maximizing of tax benefits
Free extention


Starting at:


Self-employed & Contractors
Partnerships & Corporations
Uncover business benefits
Benefit from latest tax law
Free extension
Custom Integrations
Custom Reporting
And more...

Some FAQs

Can I cancel ProvenCFO services at any time?

Yes. Our engagements require a 30-day notice for cancellation, but you can cancel at any time.

Our services are primarily electronic. We communicate with our clients via email, phone, our CFO App, or Google Meet (video conferencing & screen sharing). When needed, our Partners and Controllers also have the ability to work onsite with clients.

Both Quickbooks and Xero are great services. We advise our clients to switch to Xero, as we love their robust platform, and the tremendous support they offer both accountants and businesses.

We can create any kind of report you need, and publish in any format requested. You’ll also love our KPI Dashboards, which provide real-time financial intelligence to help you run your business.

Our pricing and plans are differentiated based on volume of work required, scope of difficulty, frequency of bookkeeping, and expected communication with Associates and Partners. Our starting prices are reflected above. Each monthly engagement fee and onboarding fee is calculated based on completion and evaluation conducted during the New Client Questionnaire.

Most of our employees work from our headquarters in Provo, Utah. Our use of electronic work & communication tools gives us the unique ability to work from anywhere in the US.

We review where your business is today, by completing theNew Client Questionnaire with you. Following our review, we’ll create a roadmap outlining specific milestones that we need to achieve together. You’ll work with a Partner and our expert onboarding team during the first few weeks to ensure that your transition is smooth.

Access to client information is limited to only authorized users. Authorized users consist of ProvenCFO employees, and users specified by you, the client. All of our client usernames and passwords are stored using LastPass Enterprise Integrated SSO Password Manager.

One of the benefits to working with ProvenCFO is the access to Partners. You’ll be assigned a Partner to work with from the start of your relationship with us. We believe in a team approach at ProvenCFO, and the benefit to using a “Partner” model is the access you’ll have to the top minds in accounting, finance, and information systems

Proven Services

Bill Pay
Capital Advisory
Outsourced CFO

Starting at:


All plans include:

Software subscription costs
Access to a partner
Peace of mind

Our mission is to provide Relevant, Reliable, Real-time financial intelligence