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Chief Financial Officer’s Team for your Small business

Bookkeeping + cash flow insights + tax strategy = one monthly plan.

  • Starter CFO

    175USD
    Cada mes
    +USD 175 One-Time Setup Fee
    Bookkeeping Financials for Startups
     
    • Real Time Financial Dashboards
    • Bookkeeping & Budgeting
    • (1) Bank account reconciliation
    • Tax Planning & Strategies
    • Risk Management & Compliance

  • Growth CFO

    375USD
    Cada mes
    +USD 175 One-Time Setup Fee
    For growing businesses ready to understand their numbers and plan ahead.
     
    • All Starter CFO Plan Benefits
    • (2) State Sales/Use Tax Reports
    • Credit optimization/ Business Funding
    • (2) Bank Accounts Reconciliation
    • Payroll Support for 1099 ( Contractors )
    • 20% off for Federal Tax Preparation

  • Scale CFO

    575USD
    Cada mes
    +USD 175 One-Time Setup Fee
    For scaling businesses that need a strategic partner in their finances.
     
    • All Starter & Growth CFO Benefits
    • (3) + Bank Accounts Reconciliation
    • Investor Business Plan & Projections
    • Payroll Support for 1099 and up to (2) Employees)
    • Annual Federal Tax Preparation Included
    • Quarterly Consultation & Review

All plans include a one-time $175.00 setup fee. The setup fee applies specifically to catch-up work for the period of January through September 2025, during which we will prepare key financial statements—the Cash Flow Report, Profit and Loss Statement, and Balance Sheet—for Quarters 1, 2, and 3. These services will help ensure you remain on track for the final quarter and are well-prepared for the upcoming tax season.

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