Pricing

Plans that works best for your business

Start Up

Basic Package Service
$ 1000 Monthly
  • Bookkeeping & Full-Service Accounting (Lite)
  • Business Tax Preparation
  • Fractional CFO (Quarterly Advisory)
  • Startup Advisory

Small Business

Pro Package Service
$ 2000 Monthly
  • Full-Service Accounting (Standard)
  • Business Tax Preparation & Planning
  • Fractional CFO (Monthly Support)
  • Industry-Specific Add-ons
  • Basic Multi-Entity Reporting (Optional)
Popular

Enterprise Business

Enterprise Package Service
$ 3500 Monthly
  • Advanced Full-Service Accounting
  • Business Tax Compliance & Strategy
  • Fractional CFO (Embedded Role)
  • M&A & Expansion Support
  • Construction & Project Accounting (as needed)

Details:

Start up:

Basic Package Service

Ideal For:

Pre-revenue to early-stage companies, solopreneurs, and startups preparing for growth or funding.

Bookkeeping & Full-Service Accounting (Lite):

1. Monthly reconciliation
2. Basic AP/AR tracking
3. Chart of accounts setup

Business Tax Preparation:

1. Federal and state business returns
2. Estimated taxes & compliance calendar

Fractional CFO (Quarterly Advisory):

1. Financial strategy session (1x per quarter)
2. Budgeting & cash flow forecasting

Startup Advisory:

1. Entity selection consultation
2. Basic tax planning guidance

Benefits:

1. Set a solid financial foundation
2. Stay compliant with taxes and reporting
3. Make smart financial decisions from day one

Small Business:

Pro Package Service

Ideal For:

Companies with established revenue, growing teams, and more complex reporting or compliance needs.

Full-Service Accounting (Standard):

1. AP/AR processing
2. Monthly close & financials
3. Payroll coordination

Business Tax Preparation & Planning:

1. Annual tax return and quarterly tax planning
2. Depreciation & amortization schedules

Fractional CFO (Monthly Support):

1. Strategic planning & cash flow management
2. KPI dashboards and monthly review meetings

Industry-Specific Add-ons:

1. Construction: Job costing + WIP
2. Retail/Ecomm: Inventory & sales tax

Basic Multi-Entity Reporting (Optional)

For businesses managing 2–3 entities

Benefits

1. Grow with confidence and financial clarity
2. Monthly insights from an outsourced CFO
3. Industry-specific compliance & reporting

Enterprise Business:

Enterprise Package Service

Ideal For:

Multi-entity corporations, investor-backed businesses, construction firms, or companies undergoing M&A activity.

Advanced Full-Service Accounting:

1. Multi-entity consolidations
2. Intercompany reconciliations
3. Advanced revenue recognition (ASC 606/IFRS)

Business Tax Compliance & Strategy:

1. Multi-state tax filings
2. Audit-ready reporting
3. Tax-saving strategy sessions

Fractional CFO (Embedded Role):

1. Weekly executive meetings
2. Financial modeling & scenario analysis
3. Board & investor presentation support

M&A & Expansion Support:

1. Due diligence & deal analysis
2. Post-transaction integration

Construction & Project Accounting (as needed):

WIP reporting, retention tracking, project budget analysis

Benefits

1. Sophisticated oversight for complex business operations
2. Investor-grade financials
3. Full-spectrum support for growth, funding, or sale

Need custom package?

Let our team tailor a service plan that fits your business perfectly. Whether you’re in early growth or managing multiple locations, we’ll design a structure that works.

Testimonial

Our Clients Reviews

We provide expert advice for all size businesses.

Whether you’re a solo entrepreneur or managing multiple entities, our services scale with you — providing tailored accounting, tax, and financial strategy support every step of the way.

FAQ

Frequently Ask Questions.

Lorem ipsum dolor sit amet, consectetur adipiscing eave questions about our services, pricing, or process? We’ve compiled answers to the most common questions to help you understand how we work and what to expect. If you still need help, feel free to reach out — we’re here to support you.lit. 

CFO services focus on financial strategy, forecasting, and decision-making. Accounting services handle day-to-day transactions and reporting.

 

Absolutely. We work remotely with clients across the U.S.

We start with a discovery call, assess your current setup, then migrate or set up systems for you.

 

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Yes — we support both business entities and their owners for federal, state, and local taxes.

 

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Construction, service-based businesses, startups, manufacturing, telecom, and more.

 

Definitely. You can begin with one core service and add others as your needs grow.

 

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