PRICING
SILVER
CFO Advisory
SILVER
Quarterly Bookkeeping
Pricing starts at $295/month
Ideal for independent professionals who just need a bit of help with bookkeeping.
- Quarterly online bookkeeping
- Total monthly transactions-Up to 100
- Bank reconciliation-Up to 1
- Credit card account-Up to 1
- Quarterly financial statement &review
- $450 setup fee
GOLD
CFO Advisory
SILVER
Monthly Bookkeeping
Pricing starts at $495/month
For small business owners looking for basic bookkeeping services.
- Monthly online bookkeeping
- Total monthly transactions-Up to 200
- Bank reconciliation-Up to 2
- Credit card account-Up to 2
- Monthly financial statement & review
- $950 setup fee
PLATINUM
CFO Advisory
CFO Advisory
Full Service Bookkeeping
Pricing starts at $995/month
A personalized touch for those with unique and complex accounting needs.
- Weekly online bookkeeping
- Total monthly transactions-Up to 400
- Bank reconciliation-Up to 3
- Credit card account-Up to 3
- Monthly financial statement & review
- Cash flow management & forecasting
- $1,450 setup fee
CFO Advisory
CFO Advisory
CFO Advisory
Fractional CFO Solutions
Pricing $250/hour
Professional financial advice for a fraction of the price of a full-time CFO.
- Financial Analysis and Reporting
- Strategic Business Planning
- Operations Review
- Cash Flow Management
- Budgeting and forecasting
- Mergers & Acquisition Assistance
- $2,500 setup fee
ADD-ONS TO FIT YOUR BUSINESS NEEDS & BUDGET
Catch-up Bookkeeping
Catch-up Bookkeeping
Catch-up Bookkeeping
Pricing starts at $350/month
- Transaction categorization
- Account balance verification
- General ledger reconciliation
- Journal entries
- Review Reports
Payroll Management
Catch-up Bookkeeping
Catch-up Bookkeeping
Pricing starts at $175/month
- Hourly & salary payroll
- New hire reporting
- Garnishments
- Benefits advisory
- HR best practices
1099 Management
Catch-up Bookkeeping
1099 Management
Pricing starts at $175/month
- Pay contractors
- Next-day direct deposit
- Contractors self-setup
- Manage 1099 vendors/contractors
- E-file year end 1099s tax forms
Bill Pay
Catch-up Bookkeeping
1099 Management
Pricing starts at $250/month
- Organize bills in one place
- Automatically import bills
- Choose vendor payment type
- Schedule & make payments online
- Contact-free direct deposit
TAX SERVICES
Individual Tax Preparation
Business & Trust Tax Preparation
Business & Trust Tax Preparation
Document collection and review- Starts at $175
Federal return - Starts at $375
State return - Starts at $250
Business & Trust Tax Preparation
Business & Trust Tax Preparation
Business & Trust Tax Preparation
Document collection and review - Starts at $225
Federal return (Business & Trust) - Starts at $475
State return (Business & Trust) - Starts at $325
Tax Resolution
Business & Trust Tax Preparation
Tax Resolution
Offer in comprise - Starts at $1,400
Penalty abatement - Starts at $500
Innocent spouse - Starts at $850
Installment Agreement - Starts at $625
Trust fund penalty - Starts at $2,000
Hourly rate - $250