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
Monthly Financial Statement
Quarterly Virtual Management Meetings
Email Support
Starting at $600
GROWTH CFO
Monthly bookkeeping
Adjustments, Reclassifications, & Monthly Closing of Accounting Books
Monthly Financial Statements
Accounts Payable & Receivable Management
Annual Budget
Monthly Virtual Management Meetings
Email Support
Starting at $900
STRATEGIC CFO
Monthly bookkeeping
Adjustments, Reclassifications, & Monthly Closing of Accounting Books
Monthly Financial Statements
Accounts Payable & Receivable Management
Payroll Processing and Payroll Tax Compliance
Ongoing budget and forecasting assistance
Benchmarking
Developed & Monitored KPIs
Monthly Virtual CFO check-ins
Email Support
Note:
Some additional services that you can be added to the above plans include:
Business Tax Return Preparation
Sales Tax Return Preparation
Annual 1099 Preparation
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