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

 
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