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CFO Services

We maximize the incentives for companies to expand operations, improve products, and train their workforce.

Research and Development Credits

The professionals at CFO Services have the practical experience (100% of their time is devoted to specific incentives, i.e. R&D) and background (accountants, engineers, and attorneys) to provide a ‘heightened’ level of service necessary to successfully file for the R&D credit. CFO Services provides a multiple ‘phase’ strategy in all client engagements and, during each engagement, utilizes RCM software that is unique to each client company.

Multi-State Incentives

In the economic development environment, every state provides targeted incentive programs for attracting and preserving existing business locations. With the number of programs available within each state, the process of identifying, applying and ongoing compliance can be overwhelming. Our experience, knowledge, and processes/technology will help you maximize your benefit.

Products & Services

Core products and services at the Summit include:
  • Research and Development credits
  • RCM Software for R&D Credits
  • Multi-State Credits and Incentives
  • Business Incentive tracking software

Industries Served

  • Manufacturing
  • Software
  • Financial Services
  • Retail
  • Engineering/Construction
  • Food & Beverage
  • Agricultural
Cfo services | Quartz | Quartz Events

Quartz Events is the fastest growing producer of invitation-only, executive summits in North America. We help leaders get things done.