Plans
How much guidance do you need?
Let’s create a plan that will meet your business stage needs. All plans include our Team of 3 model, where you get a customer service manager (CSM), controller and chief financial officer (CFO) working with you to achieve success! (3 choices) (Launch, Grow, Optimize)
starting at $499
Launch
- Twice a year Business Advisory / Coaching
- Monthly Bookkeeping
- Monthly Financial Statements
- Tax Preparation* (business & 2 owners)
- Phone, Email, and Video Call Advisory Support
starting at $999
Grow
- Launch Plan
- 4 times a year Business Advisory / Coaching
- 4 times a year Business Strategy
- Tax Planning
- Tax Projection
- Annual Risk Assessment
- CFO Video Review
starting at $1999
Optimize
- Launch Plan
- Grow Plan
- Monthly Business Advisory / Coaching
- Monthly Business Strategy
- Cash Flow Tracking
- Succession Planning
Additional Services Available
- Sales Tax $200 per filing / month
- Bill Pay Services: Starts $200 / month (calculate price below) Widget
- Payroll Services: Starts $225 / month (calculate price below) Widget