Our Packages:
Essentials:
$498 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 Only, as requested
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Bi-weekly financial health updates via phone/email, as requested
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Basic Advisory, as needed
Premium: (everything in Essentials plus)
$798 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 (3 reports of your choice), as requested
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Customized Reports, as requested
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Weekly financial health updates via phone/email, as requested
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Intermediate Advisory Services, as needed
Full-Service: (everything in Premium plus)
$1,198 per month
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Monthly Review of any requested Financial Statements (limit of 5 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 phone/email, as requested
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Intermediate Advisory Services, as needed
Mid-Level CFO: (everything in Full-Service plus)
$1,488 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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Quarterly Strategy Meetings
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Advanced Advisory Services, as requested
High-Level CFO: (everything in Mid-Level CFO plus)
$1,988 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
Outsourced CFO Services: (no bookkeeping or taxes included - for DIY business owners or those with an existing bookkeeper & tax person ONLY)
$2,488 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 review of business budget
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SWOT 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
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)