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

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