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About Us

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Our Company
About Mohlman Accounting & CFO Services

Does the thought of doing your own taxes or bookkeeping overwhelm you? It’s very common for individuals and businesses to treat taxes or bookkeeping like an afterthought. Mohlman Accounting & CFO Services has been serving businesses in the United States for over 4 years, and we have built a reputation for providing high-quality, accurate, and reliable services. Our team of tax-certified professionals is dedicated to helping individuals and businesses navigate the complex world of taxes and finances while providing personalized service and support.

At Mohlman Accounting & CFO Services, we offer tax preparation, bookkeeping services, accounting services, payroll services, tax planning & compliance, and financial planning. We like to take the time to understand your specific situation and tailor our services to meet your needs. Whether you're a small business owner, self-employed individual, or a retiree, we have the expertise and experience to help you save money, avoid penalties, and maximize your deductions. We pride ourselves on our attention to detail and our commitment to providing the best possible service to our clients.

 
Why Us?
 

Increased Financial Clarity

Unlike most Outsourced Accountants we understand that every company is different. Every company has a different approach to their work and their financials. We strive to set up your financials in your Specific company's approach. Providing Clarity, the way that you the business owner will understand. We are your partner not just your Accountant.
 

Objective Perspective

Outsourced accountants offer a fresh viewpoint on your business. They bring a healthy skepticism that encourages business owners to take a more intelligent, nuanced approach toward decision-making.
 

Which Controller Tasks Can Be Outsourced?


Controllers are more advanced finance professionals that are usually responsible for managing the day-to-day financial operations of a business. They have a wide range of responsibilities, from managing bookkeeping staff to working on more strategic initiatives.

There may be some crossover between the tasks performed by a controller and those performed by a bookkeeper or even a CFO. In general, controller-level tasks that can be outsourced include:
  • Implementing and managing digital accounting systems
  • Creating and explaining month-end financial statements
  • Ensuring compliance with financial reporting standards and other regulations
  • Running payroll
  • Monitoring cash balances
  • Preparing and updating financial models and budgets
Contact Us

Trained Financial Expert
Meet Our Team

 

Our company was established with the mission to provide exceptional outsourced accounting services—services that not only inform you when your funds are running low, but also collaborate with you to develop a strategic plan for improving your financial health and achieving long-term business success.

We recognize that many business owners have been misled or taken advantage of by unreliable accountants, and we are committed to offering ethical, transparent services that restore trust in the profession. We understand that challenges arise, and we are here to help you catch up on past accounting and tax filings without judgment, while guiding you toward a successful financial future.

At the core of our approach is building meaningful relationships with our clients and gaining a deep understanding of their businesses. This enables us to deliver financial reports that are clear and actionable, empowering you to make informed decisions.
Marisa

Marisa Mohlman

Accountant/AssociateTax 
Nicole senior accountant2

Nicole

Non-Profit specialist
Hope senior bookkeeper

Hope

Senior Bookkeeper
Georgia

Georgia

Accountant
Emily 768x714

Emily

Bookkeeper/Non-Profit
Brittany

Brittany

Bookkeeper
Media

Mary

Lead Accountant

Questions & Answers
Frequently Asked Questions
 


What are your fees?
While we do have some set fees, our fees vary depending on the services provided, so it's best to contact us for a quote.
 

How can I get in touch with Mohlman Bookkeeping?
You can contact us by phone, email, or by filling out the contact form on our website.
 
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