Straightforward plans for every stage
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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frequently asked questions
Find Quick Answers
Yes! We prepare federal and state returns. Multi-state filings are supported; fees apply for state-specific filings.
Our staff includes experienced accounting professionals and we carry professional liability coverage.
Use our secure app or Google Form. You’ll receive a secure link after booking.
We accept major credit cards, ACH transfers, and business checks.
Choose from our Essential, Growth, or Elite packages, or request a custom engagement.
