PRICING
Get as much insight as you need to gain clarity on the financial health of your business.
Accountant
For businesses that are just getting started.
Starting at
$600 /mo.
- General Business Advisory
- Dedicated Accountant & Controller
- Monthly Accounting
- Year-end Tax Planning
- Annual Tax Return Preparation: Entity & Owner
Business Coach
For businesses that are in fast growth mode.
Starting at
$1,000/mo.
- Everything in the Accountant Plan, plus…
- Coaching Meetings (Quarterly)
- Key Performance Indicators (Annual)
- Business Valuation (Annual)
Recomendation
CFO Advisor
For businesses with complex and streamlined needs.
Starting at
$2,500/mo.
- Everything in the Accountant Plan, plus…
- CFO Business Advisory (Quarterly)
- Forecasting (Quarterly)
- Key Performance Indicators (Quarterly)
CUSTOMIZED
PLANS
Do you not fit perfectly into any of the plans above?
Need payroll support too?
Have more than 1-2 owners or multiple entities?
Real estate entities?
Need something more customized to your situation?
Operating in multiple states or countries?
Let’s talk and figure out what would work best for you.
