TEL: 346-429-8731
Choose your pricing plan
Find one that works for you
Outsourced Bookkeeper
465$Every monthÂ- Reconciling Banks & Credit Cards - up to 2
- Bookkeeping - up to 100 transactions
- Tax Planning
- Setup and Modify Chart of Accounts
- Annual Individual Return - 1040
- Quick Books Online Subscription
- Best Value
Collaborative Bookkeeper
685$Every monthÂ- Everything Included in Plan 1 PLUS
- Reconciling Banks, Credit Cards & Loans - up to 5
- Monthly Financial Reports - Customized
- Payroll for 1 employee | $150 for each additional
- Tax Advisory and Planning
- Monthly Strategic Meetings
Strategic Advisor
1,350$Every monthÂ- Everything Included in Plan 2 PLUS
- Budgeting, Forecasting, and Strategic Planning
- Accrual Basis for Advanced Reporting
- AR | AP Assistance
- 1099s - up to 5, $25 each additional
All packages are fully customizable based on your specific business needs, and additional services can be added for a tailored solution.
Need more support?
SIGNATURE SERVICE
Choosing our CFO Financial Management Package means partnering with a team that is as invested in your business's success as you are. You will have everything you need to make informed financial decisions, optimize your operations, and accelerate your business growth.
This is perfect for you if
You need deep insights into your financial health
You need priority high touch client experience
You need personalized tax services and tax strategic planning
You need help navigating complex financial decisions.
What you will get
Detailed analysis and forecasting of your cash flow, enabling proactive financial management and planning for future growth.
Accounting team training or building accounting department from the scratch by evaluation and hiring process.
Strategic financial advice and consulting, offering insights into financial planning, budgeting, risk management, and investment opportunities.