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 We believe that model is backwards and outdated.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.

Bronze

$ 300-500
  • System Design
  • System Implementation
  • System Improvement
  • Bookkeeping Up to 50 Transactions a Month
  • Bank Reconsiliation
  • Basic Tax Planning and Preparation
  • Phone Calls Once a Quarter
  • Strategy Session Once a Year

Silver

$ 600-1000
  • Strategic Planning
  • System Design
  • System Implementation
  • System Improvement
  • Bookkeeping Up to 100 Transactions a Month
  • Bank Reconsiliation
  • Basic Tax Planning and Preparation
  • Payroll Up to 2 Employees
  • Phone Calls Once a Month
  • Strategy Session Once Every Six Month

Gold

$ 1200-1500
  • 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
  • Forcasting and budgeting
  • Cap table management
  • Profitability Analysis
  • Fixed Asset
  • Financial and advanced tax planning

Platinum

$ 1800-2000
  • 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
  • Forcasting and budgeting
  • Cap table management
  • Profitability Analysis
  • Fixed Asset
  • Financial and advanced tax planning

Proactive Auditing

$ 500-2500
  • 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

Customize

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