AN EDUCATED CLIENT IS AN EMPOWERED CLIENT

Tell me, does any of this sound familiar?

Our financial services agency thrive on demystifying the what and why behind our financial services and strategies. The statements below are some common tax myths.

“MY BUSINESS CAN’T AFFORD A CFO.”

“A BIG TAX REFUND IS CAUSE FOR CELEBRATION.”

“ACCOUNTING IS THE SAME AS BOOKKEEPING.”

“IF I START AN S CORPORATION, I DON’T HAVE TO PAY PAYROLL TAXES.”

About Erica Whatley

Hi there, I’m Erica

About Erica Whatley

I am the founder of Twenty20 Financial Group. My team of trusted financial advisors and I take financial confusion and turn it into financial clarity.

Our commitment to customer service drives us to provide timely and reliable financial services. As a result, we adhere to priority deadlines and submit accurate filings and reports.

We love crunching numbers (after all, that’s what we do), but my team and I love building relationships with our clients even more.

Our Services

Twenty20 Financial Group offers CFO services, accounting, and tax planning and preparation services for various industries, including start-ups, nonprofits, and logistics.

CFO Services

Outsourcing CFO services is the perfect solution for businesses to gain CFO-level financial management services without the c-level expense.

A fractional CFO helps businesses navigate growing pains, special projects, or preparing an exit strategy.

We offer:

  • BUDGET CREATION
  • CASH FLOW MANAGEMENT
  • SENIOR-LEVEL FINANCIAL DECISION-MAKING
  • TAX STRATEGY

Accounting Services

Our approach

  • Bookkeeping and Financial Reporting
  • Tax Preparation and Planning
  • Payroll Management
  • Accounts Payable and Receivable

Tax Planning & Preparation

Tax planning can be a major source of dread and anxiety for many business owners.

But developing a tax plan is an opportunity to prepare for the future, protect your assets, and save money.

We are experts in all areas of taxation:

  • corporate taxes
  • Individual Taxes
  • Partnership taxes
  • federal, local & state taxes

What our clients say

our blog

How we work

financial experts

THE FINANCIAL EXPERTS AT TWENTY20 FINANCIAL GROUP TAKE A CUSTOMER-CENTRIC APPROACH FROM PLANNING TO EXECUTION TO FOLLOW-UP.

We get to know our clients and get a clear picture of their short and long-term goals.

And then, use the details to create a customized and strategic financial roadmap.

Our proprietary interview process helps to ensure clients get clarity about their finances. And realize their financial goals.

We specialize in CFO services, accounting, bookkeeping, and tax planning.

financial experts