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Our Packages:

Essentials: 

$497 per month

  • Properly record & categorize all transactions (with tax savings in mind)

  • Monthly Bank and Credit Card Reconciliations

  • Basic Budgeting Services, as needed

  • Monthly Review of Profit & Loss Statement Only, as requested 

  • Bi-weekly financial health updates via phone/email, as requested

  • Basic Advisory, as needed

Premium: (everything in Essentials plus)

 

$797 per month

  • Invoicing & Bill Payment (including subcontractor 1099 payments) {A/R & A/P}

  • Inventory Tracking (including entering products/services, as needed)

  • Monthly Financial Statements Review (3 reports of your choice), as requested

  • Customized Reports, as requested

  • Weekly financial health updates via phone/email, as requested

  • Intermediate Advisory Services, as needed

Full-Service: (everything in Premium plus)

$1,197 per month

  • Monthly Review of any requested Financial Statements (limit of 5 reports total)

  • Payroll Accounting for W-2 Employees with 3rd party Payroll Setup

  • Quarterly & Annual Tax Filings

  • Unlimited financial health updates via phone/email, as requested

  • Intermediate Advisory Services, as needed

Mid-Level CFO: (everything in Full-Service plus)

$1,497 per month

  • Quarterly & Annual Cash Flow Forecasting (comparing to actuals)

  • Quarterly & Annual Budgets (comparing to actuals)

  • Financial Analysis

  • Quarterly Strategy Meetings

  • Advanced Advisory Services, as requested

High-Level CFO: (everything in Mid-Level CFO plus)

$1,997 per month

  • Monthly Budget

  • Monthly Strategy Meetings

  • SWOT Analysis, as needed for any area of your business

  • Any additional services within my capabilities, as requested and agreed upon

by us

Outsourced CFO Services: (no bookkeeping or taxes included - for DIY business owners or those with an existing bookkeeper & tax person ONLY)

 

$2,497 per quarter (3-month period)

  • Quarterly review of financials

  • Quarterly Cash Flow Forecasting (compare forecasted to actuals)

  • Quarterly Strategy Meeting

  • Quarterly review of business budget

  • SWOT Analysis, as needed

  • 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

Tax Preparation & Filing:

$450+ per individual return (depending on complexity)

$750+ per business return (depending on complexity)

Hourly Rates (project & training ONLY):

$150+ per hour for training (QBO, Xero, Wave)

$200+ per hour for project work (depending on complexity)

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