Find the Best Plan for Your Business.

BOOKKEEPING
TAX
ACCOUNTING
CFO

Bookkeeping Services

Maintain organization.

 

Monthly

$299

per month

Includes:
  • Monthly reporting delivered by the 25th
  • Dedicated monthly bookkeeper
  • 250 transactions/month
  • FREE QuickBooks or Xero license
  • 30 minutes/month of FREE CFO Office Hours
Available Add-Ons:
  • Historical Cleanup: $115/hour
  • Bill Pay: Starts at $200/month
  • Payroll: Starts at $250/month
  • Expense Reporting: Starts at $100/month
  • Invoicing: Starts at $250/month
  • Collections and Deposit Management: Starts at $50/month

Weekly

$449

per month

Includes:
  • Monthly reporting delivered by the 15th
  • Dedicated weekly bookkeeper
  • 400 transactions/month
  • FREE QuickBooks or Xero license
  • 30 minutes/month of FREE CFO Office Hours
Available Add-Ons:
  • Historical Cleanup: $115/hour
  • Bill Pay: Starts at $200/month
  • Payroll: Starts at $250/month
  • Expense Reporting: Starts at $100/month
  • Invoicing: Starts at $250/month
  • Collections and Deposit Management: Starts at $50/month

Daily

$999

per month

Includes:
  • Monthly reporting delivered by the 10th
  • Dedicated daily bookkeeper
  • 1,000 transactions/month
  • FREE QuickBooks or Xero license
  • Dashboard reporting powered by Jirav
  • 30 minutes/month of FREE CFO Office Hours
Available Add-Ons:
  • Historical Cleanup: $115/hour
  • Bill Pay: Starts at $200/month
  • Payroll: Starts at $250/month
  • Expense Reporting: Starts at $100/month
  • Invoicing: Starts at $250/month
  • Collections and Deposit Management: Starts at $50/month

Custom

Don’t see a bookkeeping package that exactly fits your needs?
Let us know – we may be able to provide a custom plan for your business.

Tax Services

Stay compliant.

PICK YOUR BOOKKEEPING + TAX PAIRING

Business Tax Return

$150
per month

(only available with purchase of one of our bookkeeping packages)

Includes:
  • Federal return
  • One state return (each additional state is $50/month)

Personal Tax Return

$50
per month

(only available with purchase of our business tax return package)

Includes:
  • Federal return
  • State returns

Tax Return with Quarterly Estimates

$345

per month

(a good alternative if you need tax help but don’t need one of our bookkeeping packages)

Includes:
  • Federal return
  • One state return (each additional state is $50/month)
  • Reporting delivered quarterly
  • Quarterly tax estimates
  • 400 transactions/month
  • FREE QuickBooks or Xero license

Custom

Don’t see a tax package that exactly fits your needs?
Let us know – we may be able to provide a custom plan for your business.
Want to test the waters first? Sign up for free Tax Office Hours.

Accounting Services

Take a strategic look at the past.

Our accounting services are $115/hour. Determine your specific needs below.

Get Organized

Do your financials not reflect how you think about your business?
We recommend:

A chart of account review changes how you get your financial reports and aligns your historical reports with how you think about your business.

Estimate:

About 5 hours (one time).

Monthly Help

Is your business getting more complex and cash basis doesn’t cut it?
We recommend:

Monthly controllers do a full financial review and make adjustments to your financials that are complex.

Estimate:

About 6 hours/month per $500k of revenue.

GAAP Compliance

Does your business require a GAAP audit or have sophisticated investors?
We recommend:

Weekly involvement by a controller to help manage KPIs and reporting.

Estimate:

About 4 hours/week per $500k of revenue.

Customized Plan

Don’t see a package that exactly fits your needs?
We help people set a budget for a custom monthly accounting plan

CFO Services

Plan for the future.

Our accounting services are $250/hour. Determine your specific needs below.

Build a Model

Do you need financials to present to potential investors?
We recommend:

A CFO to help build a model that makes sense to investors.

Estimate:

About 10 hours (one time)

Financial Assessment

Are you trying to figure out if your financial house is in order? Need to evaluate people, process or technologies?
We recommend:

A CFO to assess the status quo and builds a plan to get you on the right track.

Estimate:

About 10 hours (one time)

Monthly Help

Do you need a strategic forward looking finance minded sounding board?
We recommend:

A monthly financial review by a dedicated CFO.

Estimate:

About 4 hours/month per $500k of revenue

Customized Plan

Don’t see a package that exactly fits your needs?
We help people set a budget for a custom monthly CFO plan.
Want to test the waters first? Sign up for free CFO Office Hours.