Packages and Pricing

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

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

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

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

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

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