Plans

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