Service Packages

Plans to Fit Every Business

With a CPA and a business advisor on your team, our accounting and advisory services give you the strategic intelligence your business needs to thrive

CFO Fundamentals 

 

$1,500

Monthly Base Price*

 

  • Monthly Bookkeeeping 

  • Monthly Financial Statements

  • Annual Tax Planning & Projections

  • Business Advisory Services

  • Personal Tax Return*

  • Business Tax Returns

 

 

CFO Accelerate

 

$2,000

Monthly Base Price*

 

  • CFO Fundamentals Plan plus:

  • Quarterly Reports

  • Quarterly Tax Planning

  • Quarterly Strategy Meeting

  • Advanced Advisory Services

 

 

 

 

 

CFO Apex 

 

$3,000

Monthly Base Price*

 

  • CFO Accelerate Plan plus:

  • Monthly Reports

  • Budgeting

  • Cash Flow Forecasting

  • Succession Planning

 

 

 

 

Custom

Contact Us

 

  • Multiple Owners?
  • Multiple Entities?
  • Need Complex Accounting?

  • Monthly Financial Statements

  • Operate In Multiple States?

  • Personal Tax Return*

  • Business Tax Returns

 

 

Integration Fee - $5,000

Integrating your business and its unique financial situation requires time. This one-time investment allows our team to evaluate your financials and provide recommendations.

What Do You Get?

We organize your books, categorize your transactions, and reconcile your accounts.

Monthly Bookkeeping

We organize your books, categorize your transactions, and reconcile your accounts.

We prepare your financial statements by the 20th of each month so you know where you stand.

Monthly Financial Statements

We prepare your financial statements by the 20th of each month so you know where you stand.

We prepare and file your personal and business federal and state returns so you don't have to deal with them.

Tax Preparation

We prepare and file your personal and business federal and state returns so you don't have to deal with them.

We work proactively with you to develop tax strategy and savings to eliminate uncertainty.

Tax Planning

We work proactively with you to develop tax strategy and savings to eliminate uncertainty.

Cash Flow, Budgeting, Financial Modeling. You get a clear picture of your financial health.

Financial Management

Cash Flow, Budgeting, Financial Modeling. You get a clear picture of your financial health.

Your CFO will meet with you on an annual, monthly, quarterly, or quarterly basis.

Strategic Planning

Your CFO will meet with you on an annual, monthly, quarterly, or quarterly basis.

Additional Services

Payroll Services

 

$250

Monthly Base Price*

Sales Tax Services

 

$200

Monthly Base Price

Per State*

Billpay Services

 

$500

Monthly Base Price*