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Choose Your Monthly Tax Advisory Plan That Works and Book a Discovery Call with an Accountant Today!
Starting at
699$Every monthVirtual Bookkeeping & Accounting Services for small businesses looking to grow.- Basic Business Assessment
- Sync Bank and/or Credit Accounts (up to 10)
- Month End Close
- Reconcile Transactions (up to 150 per month)
- Annual P&L Report
- Sync Key Financial Documents and Statements
- W2 & 1099, 940 & 941 Filing (up to 10 per year)
- Quarterly Tax Estimates
- Accounts Payable/Receivables*
- Payroll Services*
- Tax Planning, Strategies & Projection
- Business Credit Acquisition Plan (BCAP)*
- Personal Financial Mgt. (PFM) w/ Certified FPWMP®
- Dedicated Tax Advisor
- Advisory Call: up to 1X/month
- Unlimited Customer Service
- Best Value
Starting at
1,499$Every monthVirtual CFO services for small businesses in need for strategic financial guidance and analysis.- Comprehensive Business Assessment
- Sync bank and/or Credit Accounts (up to 25)
- Month End Close
- Reconcile Transactions (up to 350 per month)
- Quarterly Financial Statements
- Sync key Financial Documents and Statements
- W2 & 1099, 940 & 941 Filing (up to 25 per year)
- Quarterly Tax Estimates
- Accounts Payable/Receivables*
- Payroll Services*
- Tax Planning, Strategies & Projection
- Business Credit Acquisition Plan (BCAP)*
- Crowdfunding Campaign w/ Certified CBCA® & FTIP®
- Dedicated Tax Advisor
- Advisory Calls: up to 4X/month
- Unlimited Customer Service
Starting at
3,499$Every monthFractional CFO Services for companies that requires more hands-on financial management and operational support to collaborate with leadership team in day to day financial decision making.- Comprehensive Business Assessment
- Sync Bank and/or Credit Accounts
- Month End Close
- Reconcile Transactions
- Year-Round Financial Statements
- Sync Key Financial Documents and Statements
- W2 & 1099, 940 & 941 Filing
- Quarterly Tax Estimates
- Accounts Payable/Receivables*
- Payroll Services*
- Tax Planning, Strategies & Projection
- Business Credit Acquisition Plan (BCAP)*
- Investment Fund Strategies (IFS) w/ Certified FMVA® & BIBA®
- Dedicated Tax Advisor
- Advisory Calls: up to 8X/month
- Unlimited Customer Service
- Cash Flow/Debt Management
- Financial Reports & Projections
- Financial Modeling, Budgeting & Forecasting
- Data Driven Insight Analysis
- Risk Management & Compliance
- Executive Meeting Participation
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