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Chief Financial Officer’s Team for your Small business
Bookkeeping + cash flow insights + tax strategy = one monthly plan.
Starter CFO
175USDCada mes+USD 175 One-Time Setup FeeBookkeeping Financials for Startups- Real Time Financial Dashboards
- Bookkeeping & Budgeting
- (1) Bank account reconciliation
- Tax Planning & Strategies
- Risk Management & Compliance
Growth CFO
375USDCada mes+USD 175 One-Time Setup FeeFor growing businesses ready to understand their numbers and plan ahead.- All Starter CFO Plan Benefits
- Sales and Use Tax Reports every month
- Credit Improvement / Business Funding
- (2) Bank Accounts Reconciliation
- Payroll Support for 1099 ( Contractors )
- 20% off for Federal Tax Preparation
Scale CFO
575USDCada mes+USD 175 One-Time Setup FeeFor 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 with CPA
If you're a mid-size company or a large firm seeking more robust accounting or payroll solutions, we’re here to help. We understand that every business regardless of industry depends on accurate accounting and dependable payroll to run smoothly. Let’s connect for a quick Zoom meeting to walk you through our services, learn more about your goals, and provide a clear, customized quote tailored to your needs.
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