Plans & Pricings

Straightforward plans for every stage

Our Plans & Pricing

ESSENTIAL

Foundational Financial Management

$1,000 – $2,000

Monthly Investment

  • Needs Assessment

  • Input & Assign Transactions (monthly)

  • Reconciliation of Bank Statements

  • Financial Statements (monthly)

  • Year-End Reports for tax filing prep

  • 1099 & 1096 Filing for contract employees

  • 1 Quarterly Advisory Call (in-depth strategy session) .

GROWTH

Strategic Financial Oversight

$2,000 – $3,000

Monthly Investment

Includes Everything in Essential, plus:

  • Monthly Advisory Check-In Calls

  • Cash Flow Optimization

  • Profit Margin & Expense Analysis

  • Budgeting & Forecasting

  • Cost Management

ELITE

Fractional CFO Partnership

$3,000 – Up

Monthly Investment

Includes Everything in Growth, plus:

  • Comprehensive Tax Planning & Compliance

  • Risk Management

  • Treasury Management (cash, investments, financing, and banking relationships)

  • Advanced Forecasting & Scenario Planning

  • Custom KPI Tracking & Reporting

  • Payroll

  • Accounting Policies and Procedures

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Expert Tax & Financial Solutions You Can Trust, Get Started Now!

Managing taxes and financial planning can be complex, but our experts are here to guide you every step of the way.

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frequently asked questions

Find Quick Answers

Do you file federal and state tax returns?

Yes! We prepare federal and state returns. Multi-state filings are supported; fees apply for state-specific filings.

Are you licensed/insured?

Our staff includes experienced accounting professionals and we carry professional liability coverage.

How do I upload my documents?

Use our secure app or Google Form. You’ll receive a secure link after booking.

What payment methods do you accept?

We accept major credit cards, ACH transfers, and business checks.

What if I need ongoing support?

Choose from our Essential, Growth, or Elite packages, or request a custom engagement.

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