Our Packages:
Essentials:
$500+ per month
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Properly record & categorize all transactions (with tax savings in mind)
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Monthly Bank and Credit Card Reconciliations
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Basic Budgeting Services, as needed
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Monthly Review of Profit & Loss Statement & Balance Sheet, as requested
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Bi-weekly financial health updates via text/email, as requested
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Basic Advisory, as needed
Premium: (everything in Essentials plus)
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$850+ per month
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Invoicing & Bill Payment (including subcontractor 1099 payments) {A/R & A/P}
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Inventory Tracking (including entering products/services, as needed)
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Monthly Financial Statements Review (4 reports of your choice), as requested
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Customized Reports, as requested
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Weekly financial health updates via text/email, as requested
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Intermediate Advisory Services, as needed
Full-Service: (everything in Premium plus)
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$1,500+ per month
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Monthly Review of requested Financial Statements (limited to 6 reports total)
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Payroll Accounting for W-2 Employees with 3rd party Payroll Setup
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Quarterly & Annual Tax Filings
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Unlimited financial health updates via text/email, as requested
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Intermediate Advisory Services, as needed
Mid-Level CFO: (everything in Full-Service plus)
$2,000+ per month
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Quarterly & Annual Cash Flow Forecasting (comparing to actuals)
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Quarterly & Annual Budgets (comparing to actuals)
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Financial Analysis
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Cash Flow Analysis
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Quarterly Strategy Meetings
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Advanced Advisory Services, as requested
High-Level CFO: (everything in Mid-Level CFO plus)
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$2,500+ per month
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Monthly Budget
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Monthly Strategy Meetings
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SWOT Analysis, as needed for any area of your business
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Any additional services within my capabilities, as requested and agreed upon by us
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Empower & Excel Bundle: (Everything included in High-Level CFO plus)
$3,500+ per month
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Personalized Tax Plan
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Personalized Growth Plan
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Outsourced CFO Services: (no bookkeeping or taxes included - for DIY business owners or those with an existing bookkeeper & tax person ONLY)
$5,000+ per quarter (3-month period)
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Quarterly review of financials
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Quarterly Cash Flow Forecasting (compare forecasted to actuals)
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Quarterly Strategy Meeting
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Quarterly Budget (compare to actuals)
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Cash Flow Analysis
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SWOT Analysis & Financial Analysis, as needed
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Advanced Advisory Services, as requested
Pricing for Additional Services: (standalone services)
Tax Planning: Pricing varies
An analysis of your current tax situation is the first step and costs $500 with a money
back guarantee if I can't save you at least double that amount on your tax liability
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Tax Preparation & Filing:
$600+ per individual return (depending on complexity)
$1,200+ per business return (depending on complexity)​
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Hourly Rates (consulting ONLY):
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$250 per hour for consulting
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