Price Plans

Pricing & Packages

Choose the plan
that's right for you.

We have created structured packaged options to suit your regular business and investment needs, so we can provide real time advice anytime you need it.

Traditionally, individuals, business owners and CPA's wait until the year is over before they review financials and attempt to identify ways to reduce taxes. We believe that model is backwards and outdated.

We have found the best results come from ongoing communication during the tax year, ongoing review of financials and proactive tax planning.

Our firm understands that not every business needs this level of attention or is ready for it but for those that believe they are; we have the systems, the team and expertise to assist.

Below is a preview of our monthly pricing mode along with the services you receive for it.

Feel free to conduct a self assessment of where you are and what level of service might best serve your needs, then click the inquiry button to request a meeting for us to customize it further. We look forward to the conversation.

$ 500 monthly

System Design
System Implementation
System Improvement
Bookkeeping Up to 50 Transactions a Month
Bank Reconciliation
Basic Tax Planning and Preparation
Phone Calls Once a Quarter
Strategy Session Once a Year

$ 1000 monthly

Strategic Planning
System Design
System Implementation
System Improvement
Bookkeeping Up to 100 Transactions a Month
Bank Reconciliation
Basic Tax Planning and Preparation
Payroll Up to 2 Employees
Phone Calls Once a Month
Strategy Session Once Every Six Month

$ 1500 monthly

Bookkeeping Up to 200 Transactions a Month
Payroll Up to 5 Employees
Phone Calls Once a Week
Strategy Session Once a Quarter
CFO SERVICES
Cash flow planning including loan and investor support
Forecasting and budgeting
Cap table management
Profitability Analysis
Fixed Asset
Financial and advanced tax planning

$ 2000 monthly

Bookkeeping Up to 300 Transactions a Month
Payroll Up to 10 Employees
Unlimited Phone Calls
Strategy Session Once a Month
CFO SERVICES
Cash flow planning including loan and investor support
Forecasting and budgeting
Cap table management
Profitability Analysis
Fixed Asset
Financial and advanced tax planning

$ 500-5000

Strategic Planning
System Design
System Implementation
System Improvement
Bank Reconsiliation
Basic Tax Planning and Preparation
Phone Calls
Strategy Session
CFO SERVICES
Cash flow planning including loan and investor support
Forcasting and budgeting
Cap table management
Profitability Analysis
Fixed Asset
Financial and advanced tax planning
Audited financial statements