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Virtual CFO Team for Your Business

Bookkeeping , Payroll Support + Tax strategy = One monthly plan.

  • Starter CFO

    275$
    Every month
    +$175 One-Time Setup Fee
    For startups: build your startup on a strong financial foundation
     
    • Real Time Financial Dashboards
    • Full-Service Bookkeeping
    • Quarterly Financial Reporting
    • CFO-Led Strategic Tax Planning
    • Bank Account Reconciliation (1) Account

  • Growth CFO

    375$
    Every month
    +$175 One-Time Setup Fee
    For stabilized businesses ready to grow and plan tax strategies. S-Corps and Partnerships
     
    • All Starter CFO Plan Benefits +
    • Sales & Use Tax Reporting
    • Compliance Review & Annual Reports
    • Process Payroll - Up to 2 Employees
    • (2) Bank Accounts Reconciliations

  • Scale CFO

    497$
    Every month
    +$175 One-Time Setup Fee
    For scaling companies seeking capital, strategic partners, and financial expertise.
     
    • All Starter & Growth CFO Benefits +
    • Business Credit Growth & Optimization
    • Financial Strategy for Funding
    • (4) Bank Account Reconciliations
    • Process Payroll - Up to 4 Employees

All plans include a one-time setup fee for new clients. A QuickBooks account with the Essential plan is required before signing up for any plan. To save up to 20%, sign up for an annual plan. If your company has 5 or more employees, book a call to discuss a tailored CFO plan.

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