PLANS

Each client is unique and we are unable to put all the pricing combinations on our site. We have broken our three main plans above so you might see where you fit before a consultation. Our plans can be customized to fit your company's needs and can be adjusted up as you grow.

Starting at $300

STARTER CFO

  • Monthly bookkeeping

  • Adjustments, Reclassifications, & Monthly Closing of Accounting Books

  • Quarterly Virtual Management Meetings

  • Unlimited Email Support

Starting at $500

GROWTH CFO

  • Everything in the Starter CFO Package Plus:

  • Accounts Payable Management (Including Bill Pay) 

  • Accounts Receivable Management

  • Monthly Virtual Management Meetings

  • Annual 1099 Processing

  • Business Tax return Preparation

Starting at $800

STRATEGIC CFO

  • Everything in the Growth CFO Package Plus:

  • Monthly Financial Statements

  • Payroll Processing and Payroll Tax Compliance

  • Sales Tax Return Preparation 

  • Ongoing budget and forecasting assistance

  • Benchmarking

  • Developed & Monitored KPIs

  • Monthly Virtual CFO check-ins

 

Note:

 

Some additional services that you can be added to any of the above plans include:

  • Business Tax Return Preparation 

  • Sales Tax Return Preparation

  • Annual 1099 Preparation

  • Financial Statement Preparation (Quarterly /Monthly) 

  • Payroll Processing and Payroll Tax Compliance 

  • Training on how to use specific features of the software.

  • Advice on how to use and sync third-party apps with the software if needed.

  • Quickbooks Company Setup