Service Packaging
Pick the level of support that fits where your business is today — and where it’s headed.
Bookkeeping
Starting at $1,250/mo
Peace of mind every month.
Compliance Services
- Transaction Categorization (Monthly)
- Account Reconciliation (Monthly)
- Financial Reporting (Monthly)
Advisory Services
- Federal Income Tax Estimation
Access & Support
- Strategic Planning Meeting (Quarterly)
Additional Options
Get Started
- Business Tax Return – Optional
- Out of Scope Requests – $225 per hour
Most Comprehensive
CFO
Starting at $5,000/mo
We proactively support your growth.
Compliance Services
- Transaction Categorization (Monthly)
- Account Reconciliation (Monthly)
- Financial Reporting (Monthly)
- Accounts Payable Bookkeeper
- Accounts Receivable Bookkeeper
Advisory Services
- Budget Creation
- Federal Income Tax Estimation
- Accounts Payable Management
- Accounts Receivable Management
- Basic Cash Flow Forecasting
- Advanced Cash Flow Forecasting
- Location Expansion Consulting
- Financial Statement Analysis
- Product/Service Analysis
- Proactive Tax Planning
Access & Support
- Strategic Planning Meeting (Monthly)
Additional Options
Get Started
- Business Tax Return – Included
Accountant
Starting at $2,500/mo
Real-time data to grow your business.
Compliance Services
- Transaction Categorization (Monthly)
- Account Reconciliation (Monthly)
- Financial Reporting (Monthly)
- Accounts Receivable Bookkeeper
Advisory Services
- Budget Creation
- Federal Income Tax Estimation
- Accounts Payable Management
- Accounts Receivable Management
- Basic Cash Flow Forecasting
Access & Support
- Strategic Planning Meeting (Monthly)
Additional Options
Get Started
- Business Tax Return – Optional
- Out of Scope Requests – $225 per hour
Not sure which plan fits?
Schedule a free consultation and we’ll help you find the right level of support.
Schedule a Consultation