Find the Best Plan for Your Business

BOOKKEEPING
TAX
ACCOUNTING
CFO

Bookkeeping Services

Maintain organization.

Monthly

$299

/month
Weekly

$449

/month
Daily

$999

/month
Custom

$???

/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

Get Started

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

Get Started

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

Get Started

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.

Tell Us What You’re Looking For

Tax Services

Stay compliant.

Business Tax Return

$150

/month

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

Personal Tax Return

$50

/month

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

Tax Return with Quarterly Estimates

$345

/month

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

Custom

$???

/month

Includes: 

Federal return

One state return (each additional state is $50/month)

Pick Your Bookkeeping + Tax Pairing

Includes: 

Federal return

State returns

Pick Your Bookkeeping + Tax Pairing

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

Get Started

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.

Tell Us What You’re Looking For

$115/hr

 

Accounting

With 15+ years of experience, our dedicated controllers are here to take care of your more complicated financial needs, going beyond simple reporting to keep you investor ready. Here are the key benefits:

  • A flexible, dedicated team member to meet with and no minimum or maximum monthly requirement.
  • Extensive, custom reports.
  • Data interpretation and recommendations.

GET STARTED

Monthly

$299

/month
Weekly

$449

/month
Daily

$999

/month
Custom

$???

/month

$250/hr

 

CFO

Do you need a model to predict your revenue? What about needs assessment budgeting and treasury services? Our advisory CFOs are the consultants you need to plan for the future. Here are the key benefits:

  • A dedicated CFO with 25+ years of experience and the flexibility to customize to you and your benefits.
  • Industry specification that’s tailored to your specific needs.
  • Expert advice to help you navigate funding and understand how much your business is worth.

GET STARTED