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PLANS AND PRICING
BASIC
CFO SERVICES
GROWTH
- Transaction Recording
- Bank & Credit Card Reconciliation
- Financial Reports
- Accounts Payable & Receivable Tracking
- Expense Management
- Quickbooks Support
- Monthly Review
- Year Round Tax Readiness
- One Quarterly Advisory Check-in call
$500 - $700 / Month
GROWTH
CFO SERVICES
GROWTH
Includes Everything in Basic plus:
- Monthly Advisory Check-In Calls
- Cash Flow Optimization
- Profit Margin & Expense Analysis
- Budgeting & Forecasting
- Cost Management
$700 - $1,000 / Month
CFO SERVICES
CFO SERVICES
CFO SERVICES
Includes Everything in Growth, plus:
- Comprehensive Tax Planning & Compliance
- Risk Management
- Treasury Management
- Advanced Forecasting & Scenario Planning
- Payroll
- Accounting Policies and Procedures
$1,000 - $1,500 / Month
How it works
- Schedule a free consultation.
- We review your current bookkeeping.
- We organize and maintain your books.
- You receive monthly reports and ongoing support.
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