Pricing

Flexible Plans That Fit

Your Business Goals

Explore straightforward packages built to support your business journey—flexible plans for every stage.

*All fees listed below are STARTING AT price points. All new prospects will require discovery and due diligence before a custom pricing quote is presented

Accounting & Bookkeeping Pricing Tiers

LITE Advysory

Starting at
 $950 /month
per entity

  • Cash Basis Bookkeeping
  • Weekly or bi-weekly transaction coding
  • Monthly or Quarterly Reconciliations
  • QBO or XERO System Mgmt. & Maintenance
  • Up to 3 total bank accounts
  • Up to 100 transactions/month across all accounts
  • Up to $50K/month in expenses
  • Dedicated bookkeeper/staff accountant team
  • Quarterly Financial Reports (P&L + Balance Sheet)
  • Year-end Depreciation & Adjusting Journal Entries
  • Payroll Reconciliations (not payroll processing)
  • Add-On’s Available (see below)

CORE Advysory

Starting at
 $1,500 /month
per entity

  • Cash, Accrual or Modified Accrual Basis Accounting
  • Weekly or 2x weekly transaction coding
  • Monthly Reconciliations; Senior Accountant Oversight
  • Early month-end close schedules available
  • Senior Review & light Variance Analysis at month-end
  • Up to 6 total bank accounts
  • Up to 250 transaction/month across all accounts
  • Up to $200K in monthly expenses
  • Dedicated Senior & Staff Accountant Team
  • Class or Dept. Tracking in QBO Optional
  • Monthly Financial Reports (P&L + Balance Sheet)
  • Year-end 
  • Fixed Asset Depreciation
  • Deferred Revenue Recognition or Revenue Recognition Schedule Optional
  • Year-end Adjusting Journal Entries
  • Payroll Reconciliations (not payroll processing)
  • Add-On’s Available (see below)

FULL Advysory

Starting at
 $2,500 /month
per entity

  • CORE Advysory Services +
  • Exceeds 6 total bank accounts
  • Exceeds $200K in monthly expenses
  • Exceeds 250 transactions per month
  • Accountant Team + CEO Bi-Annual Business Reviews
  • Class or Department Tracking (up to 20)
  • Monthly Financial Reports/Reviews (P&L + Balance Sheet)
  • Fixed Asset Depreciation (Fixed Assets count exceeding 500 total assets)
  • Industry-Specific or Complex COA Modifications or Setup
  • Cryptocurrency Accounting Available/Optional
  • Inventory Accounting (COGS) Available/Options (<500 SKU’s)
  • Add-On’s Available (see below)

Available Add-On’s for

All Advysory Packages:

  • Payroll Processing (in Gusto or Rippling Only; priced separately)
  • Accounts Receivable Optimization or Streamlining
  • Accounts Payable (Bill-Pay) Management & Optimization 
  • Expense Management (i.e. through Expensify, Ramp, etc.)
  • Sales Tax Calculations (<2 states)
  • Audit Support (priced separately by hour)
  • 1099 Prep & E-Filing

  • CFO Lite

    Starting at
     $1,500 /month

    Services May Include:

      • Business Review “Plan on a Page”
      • Annual Operating Budget Build
      • Monthly Reforecasting (Actuals vs. Budget)
      • Statement of Cash Flow Reporting & Reviews (monthly or quarterly)
      • Tax Planning Alignment
      • New/next year operating budget re-build

    CFO Core

    Starting at
     $2,500 /month

    Services May Include:

      • All Services in Lite Plan
      • Capacity Planning
      • Commission & Compensation Planning & Design
      • SKU Rationalization
      • Vendor Analysis
      • Pricing Strategy & Analysis
      • Aging A/P or A/R Strategic Advysory
      • Light business operational analysis and optimization recommendations
      • Headcount Modeling

    CFO Full

    Starting at
     $5,000 /month

    Services May Include:

      • All Services in Lite + Core Plans
      • M&A Add-Ons:
        • Buy-side & Sell-side due-diligence
        • Broker liaising
        • Quality of Earnings Calculations
        • Valuations
        • SWOT Analysis
        • Funding Options & Analyses
        • Banking & Recapitalization Support
        • Contract/vendor evaluations

  • Federal Business Tax Returns

    Starting at
     $2,100
    per federal return

    • Return preparation and filing
    • Document upload and portal access
    • Complimentary IRS notice review and advice
    • Safe harbor quarterly tax estimates included
    • IRS response and representation services available separately
    • State income/franchise tax returns beginning at $325 per filling

    Federal Individual Tax Returns

    Starting at
     $1,500
    per federal return

    • Return preparation and filing
    • Document upload and portal access
    • Complimentary IRS notice review and advice
    • Safe harbor quarterly tax estimates included
    • IRS response and representation services available separately
    • State income/franchise tax returns beginning at $325 per filling

    Tax Planning and Compliance

    Contact Us

    *Note: Amount of K-1’s and Schedules (C, E, F, etc.) may impact or increase fees on a case-by-case basis

Let's Get
 Started!

Reach out to schedule a free, introductory discovery call today.