Custom Packages Are Available. Below are curated packages with you in mind, coupled with value and synergy.
Starter Package
Starting at $275
- This package is ideal for the business that's just starting out and that has few transactions per month. In this stage, owners really need to know where their money is coming and going.
- Monthly Bookkeeping management, up to 50 transactions
- Monthly Bank reconciliation
- Monthly financial statements
- Unlimited Email Support
- Encrypted Document Portal
- Sales Tax Management
Seedling Package
Starting at $395
- This package is for the growing business that needs to start accounting for categories of revenues and expenses. Growing businesses need to weigh this information often.
- Monthly Strategy Session
- Monthly Bookkeeping management, up to 125 transactions
- Monthly Bank reconciliation
- Monthly Financial Statements
- Unlimited email support
- Encrypted Document Portal
- Sales Tax Management
Growth Strategy Package
Starting at $595
- This package is ideal for the company in the growth stage. The focus is on strategic planning for the future. ($7,000 paid in full - a $140 discount)
- One-Hour Monthly Strategy Sessions
- Semi-Annual Budgeting & Financial Planning
- Unlimited Email Support
- Monthly Bank Reconciliations
- Monthly Financial Statements
- Encrypted Client Portal w/ Unlimited Storage
- Bookkeeping Management
- Outsourced Payroll Management
- Sales Tax Management
Tax Plus Strategy Package
Starting at $895
- This package is ideal for growth minded, savvy entrepreneurs. It's focus is on strategic planning for the future and tax compliance. ($10,500 if paid in full - a $240 discount)
- One-Hour Monthly Strategy Sessions
- Semi-Annual Budgeting & Financial Planning
- Unlimited Phone & Email Support
- Monthly Bank Reconciliations
- Monthly Financial Statements
- Encrypted Client Portal w/ Unlimited Storage
- Bookkeeping Management
- Outsourced Payroll Management
- Sales Tax Management
- Forms 1099 – MISC, Quarterly 941, W-2, etc.
- Federal Tax Returns
Controllership Package
Starting at $1211
- This package is ideal for the medium size business looking to outsource the accounting function with a bend towards strategic planning for the future. ($14,300 if paid in full - a $232 discount)
- One-Hour Monthly Strategy Sessions
- Semi-Annual Budgeting & Financial Planning
- Unlimited Phone & Email Support
- Monthly Bank Reconciliations
- Monthly Financial Statements
- Encrypted Client Portal w/ Unlimited Storage
- Bookkeeping Management
- Outsourced Payroll Management
- Sales Tax Management
- Forms 1099 – MISC, W-2, Quarterly 941, etc.
- Federal Tax Returns
- Four Hours Research and Other Services:
- Other services include: financial reporting, funding assistance, budget analysis and planning, cash management, fundraising planning and support, strategic planning, board reporting and representation, forecasting, scenario analysis, tax advisory services, variance analysis, business plan consulting, capital planning, corporate governance documents, business process improvement, internal controls assessment, IT assessment, financial benchmarking, financial analysis
CFO Advisory Package
Starting at $1595
- This package is ideal for the mid-size company looking to outsource the CFO function. This is for the company that wants an advisor on their side to collaborate and partner for the future. ($18,900 if paid in full - a $240 discount)
- Three-Hour Monthly Strategy Sessions (preparation/collaboration)
- Budgeting & Financial Planning
- Unlimited Phone & Email Support
- Monthly Bank Reconciliations
- Monthly Financial Statements
- Encrypted Client Portal w/ Unlimited Storage
- Bookkeeping Management
- Outsourced Payroll Management
- Sales Tax Management
- Forms 1099 – MISC, Quarterly 941, W-2, , etc.
- Federal Tax Returns
- Ten Hours Research and Other Services:
- Other services include: financial reporting, funding assistance, budget analysis and planning, cash management, fundraising planning and support, strategic planning, board reporting and representation, forecasting, scenario analysis, tax advisory services, variance analysis, business plan consulting, capital planning, corporate governance documents, business process improvement, internal controls assessment, IT assessment, financial benchmarking, financial analysis