PRICING
Get as much insight as you need to gain clarity on the financial health of your business.
Accountant
For solopreneurs who want to make sense of their numbers and stay compliant
Starting at
$500 /mo.
- Monthly Accounting & Communication
- Dedicated Accountant & Controller
- Year-end Tax Planning
- Business Tax Return Preparation
Strategist
For small business owners wanting insights and planning to grow smarter
Starting at
$900/mo.
- Everything in the Accountant Plan, plus…
- Annual Tax Plan
- Mid-Year Tax Strategy Session
- Unlimited Phone and Email Support
Recomendation
CFO Advisor
For growth-driven CEOs ready to boost profits, minimize taxes, and scale smarter
Starting at
$2,500/mo.
- Everything in the Accountant Plan, plus…
- CFO Business Advisory (Quarterly)
- Key Performance Indicators (Quarterly)
- Business Valuation (Annual)
ADDITIONAL
SERVICES
Individual Tax Planning, Preparation and Support
Payroll Processing
Business Coaching or Strategy Sessions
Real Estate Taxation & Advisory
Complex Entity Taxation & Structuring
Multistate Taxation
Let’s talk and figure out what would work best for you.
