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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 month
    Virtual 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 month
    Virtual 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 month
    Fractional 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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Our Trusted Partners

At New Beginning Financial Group, we are excited to announce our strategic partnership with leading providers of innovative tax, bookkeeping, and accounting software solutions. This collaboration allows us to enhance our services and better meet the financial needs of our clients.

Xero
Bill
QuickBooks

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