Nexxus Financial Resource Ventures is a CPA firm in Milpitas, CA helping expand, run, and sell businesses through CFO services, tax planning, business brokering, and fiduciary services.
Nexxus Financial Resource Ventures helps expand, run, and sell businesses. Nexxus helps owners and managers make decisions by providing financial data and advice.
Nexxus understands that entrepreneurship and the myriad small business owners are the foundation for a strong economy. By working with Nexxus, business owners can navigate the complexities of operating a business with confidence. Services include Chief Financial Officer support, tax preparation and planning, commercial real estate sales, business brokering, and trustee services.
Winner of Ethical Finance Award - CFO & CPA Services firm of 2024 for California
CFO & CPA Services firm of 2023 for San Francisco Bay Area
CPA Services firm of 2022 for San Francisco Bay Area
CPA license number 137595
Commercial Real Estate Agent license number 02103217
Services
Chief Financial Officer Services
CFO services to help business owners and managers make decisions by providing financial data and advice.
Financial data and adviceBusiness decision supportAccounting systems setupTax strategyBusiness management consulting
Tax Preparation and Planning
Professional tax preparation and planning services to help clients pay the least amount of tax while remaining honest and ethical.
Tax preparationTax planningConfidential handling of client information
Commercial Real Estate Sales
Commercial real estate sales for passive income producing assets including industrial warehouses, manufacturing facilities, hotels, apartment complexes, and more.
Help for existing businesses to expand through horizontal or vertical integration, or assistance selling a business.
Business salesBusiness acquisitionsHorizontal integrationVertical integration
Fiduciary Services
Trustee services to ensure your wishes are carried out exactly as you intend for your family legacy.
Trustee serviceEstate planning support
Credentials & Certifications
Certified Public Accountant (CPA)
Commercial Real Estate Agent
Winner - Ethical Finance Award (CFO & CPA Services firm of 2024 for California)
Since 2024
CFO & CPA Services firm of 2023 for San Francisco Bay Area
Since 2023
Frequently Asked Questions
What services does Nexxus Financial Resource Ventures offer? +
Nexxus offers Chief Financial Officer services, tax preparation and planning, commercial real estate sales, business brokering, and fiduciary services.
How is Nexxus structured for business brokerage commissions? +
Business brokering commission for sale price of $4,000,000 or less is 10% of sale price.
What are the fiduciary service fees? +
Trustee service is charged at 1.0% of trust fund assets per year with a $4000 minimum annual fee.
What are the hourly rates for CFO services? +
Meetings, phone calls and virtual conference are billed at $350 per hour. Tax services are also billed at $350 per hour.
