The all-in-one financial team
you can count on.

Basic Bookkeeping

Ideal for Sole proprietors, freelances or small startups with simple needs

$250 /mo

Biilled annually you save $478

Basic Includes:

  • Dedicated bookkeeper and account management
  • Monthly reports preparation
  • Month end close with bank and credit card reconcilation
  • Balance Sheet, Profit and Loss, Statement of Cash Flows
  • Cash or Accrual Basis Reporting
  • Up to 4 bank/credit card accounts
  • QB suggested Chart of Accounts
  • Quarterly 30 minute scheduled meetings
  • 1 integration
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Enhanced Bookkeeping

Ideal for small busineses with payroll and multiple bank accounts

$500 /mo

Biilled annually you save $840

Enhanced includes Basic &

  • Accounts payable and receivable management
  • Payroll processing for upto 10 employees
  • Up to 6 bank/credit card accounts
  • QB suggested Chart of Accounts
  • Monthly 30 minute scheduled meetings
  • 2 integrations
  • Bi-Annual tax review
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Comprehensive Bookkeeping

Ideal for Medium Sized Businesses needing stategic financial insights

$995 /mo

Biilled annually you save $1200

Comprehensive includes Enhanced &

  • Budgeting and forecasting assistance
  • Financial analysis and business performance metrics
  • Tax preparation support
  • Dedicated account manager
  • Up to 12 bank/credit card accounts
  • QB suggested Chart of Accounts
  • Monthly 30 minute scheduled meetings
  • 4 integrations
  • Quaterly tax review
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* Custom plans available for over $125K in monthly expenses - contact us

Add CFO in a Box to any plan

CFO Services, Tax Guidance plus Annual Federal and State Tax Return

$1200/yr

Our team has extensive business experience growing revenue. We conduct monthly meetings to review performance and discuss ideas. Leverage our successes and mistakes

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  • Year-Round Tax Support
  • Year-End Financial Package
  • S Corporation (Form 1120-S)
  • Partnership (Form 1065)
  • Scheduel C (Form 1040)
  • C Corporation Returns (Form 1120)

Complete integration services

System Integration, Dashboards and Integrations

Priced Upon Request

Let us link your systems to your accounting platform or build busines dashboards showing revenue and operations in realtime

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  • Link accounting system directly to your production facilties. See your P&L and revenue in real time.
  • Custom dashboards to view systeem status. Monitor trends with alerts for problems
  • Email or message customer's production updates
  • Test driven development to ensure quality with 24*7 application monitoring.

Comprehensive financial services for your growing business.

Specialized services for mananging your books,taxes,and business growth.

Catch-Up Bookkeeping

Starts at $295/mo

Behind on your bookkeeping? Not to worry, we can catch you up timely and accurately… ensuring you are tax ready with financial peace of mind. Whether a few months or a few years, we will get you caught up.

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Fractional CFO

Starts at $1,500/mo

Are you ready to soar? Our Fractional CFO service delivers the strategic insight needed to accelerate and scale your growth. Expert advice and data-driven strategy, drives fact- based decision making for scalable growth!

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Setup or Cleanup Services

Starts at $500

Depending on complexity we may need to charge a setup free. We can also clean up old data as required

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