Pricing 

Soloprenuer

-New Business

-Sole Proprietorship

-Freelancer

-Self-Employed

$350-$500+

Monthly

Startups,Sole Proprietorship,

Freelancer, & Self-Employed

Who's This For:

• Low Levels of Complexity

• Simple Tax Planning

• 0-5 Employees

What's Included

• Business Tax Returns

• Bookkeeping Services

• Tax Reduction & Financial Planning

• Fractional CFO 

Small Business

-Small Business

-Local Organization 

-Growing Company 

$650-$2500+ 

Monthly 

Get CFO guidance with additional check-ins & reports

Who's This For:

• Mid Level Complexities

• Mid Level Tax Planning

• More Transactions & Accounts

• Increased Staffing

• 5-100 Employees

What's Included

•  Fractional CFO 

•  CFO Guidance

• Quarterly CFO Meetings 

• Business Tax Returns

• Bookkeeping Services

• Tax Reduction & Financial Planning

• Business Coaching 

Enterprise

Scaling Business

-Scale-up Phrase

-Mature Company

$2750-$5000+ Monthly

Staff alternatives & outsourced services for more developed organizations

Who's This For:

• Increased Complexity

• Higher Levels of Transactions

• Staff Alternative

• 100-500+ Employees 

What's Included

• Fractional CFO 

• CFO Guidance

• Out-Sourced Accounting

• Monthly CFO Meetings

• Business Tax Returns

• Bookkeeping Services

• Tax Reduction & Financial  Planning

• Business Coaching 

• Board Meeting Sit-In's