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Choose your monthly tax advisory plan and get started today
Starting at
699$Every monthPerfect for newer, small businesses looking grow 30 day free trial- Small Business Assessment
- Sync Bank and/or Credit Accounts (up to 10)
- Quarter End Close
- Reconcile Transactions (up to 150 per month)
- Annual P&L Report
- Business Capital Acquisition Plan (BCAP)*
- Sync Key Financial Documents and Statements
- W2 & 1099, 940 & 941 Filing (up to 5 per year)
- Quarterly Tax Estimates
- Dedicated Tax Advisor
- Unlimited Customer Service
- Best Value
Starting at
1,499$Every monthVirtual CFO Services 30 day free trial- Comprehensive Business Assessment
- Sync bank and/or Credit Accounts
- Month End Close
- Reconcile Transactions (up to 350 per month)
- Quarterly Financial Statements
- Business Capital Acquisition Plan (BCAP)*
- Sync key Financial Documents and Statements
- W2 & 1099, 940 & 941 Filing (up to 25 per year)
- Quarterly Tax Estimates
- Dedicated Tax Advisor
- Unlimited Customer Service
- Consulting Calls: up to 4X/month
- Accounts Payable/Receivables*
- Payroll Management*
Starting at
3,499$Every monthFractional CFO Services 30 day free trial- Comprehensive Business Assessment
- Sync Bank and/or Credit Accounts
- Month End Close
- Reconcile Transactions
- Year-Round Financial Statements
- Business Capital Acquisition Plan (BCAP)*
- Sync Key Financial Documents and Statements
- W2 & 1099, 940 & 941 Filing
- Quarterly Tax Estimates
- Dedicated Tax Advisor
- Unlimited Customer Service
- Consulting Calls: up to 8X/month
- Accounts Payable/Receivables*
- Payroll Management*
- Budgeting & Forecasting
- Cash Flow Management
- Financial Strategy & Planning
- Financial Modeling & Analysis
- Tax Planning, Strategies & Projection
- Executive/Director Meeting Participation
- Capital Raising Structure and Fundraising Strategies
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