Pricing
Pricing & Packages
Choose the plan that’s right for you. Structured packages so we can provide real-time advice any time you need it.
Traditionally, owners and CPAs wait until the year is over to review financials and look for ways to reduce taxes. We believe that model is backwards. The best results come from ongoing communication, continuous review, and proactive tax planning throughout the year.
Bronze
$2,000 engagement fee
$500 / month
- System Design, Implementation & Improvement
- Bookkeeping up to 50 transactions / month
- Bank Reconciliation
- Basic Tax Planning & Preparation
- Phone calls once a quarter
- Strategy session once a year
Silver
$2,000 engagement fee
$1,000 / month
- Strategic Planning
- System Design, Implementation & Improvement
- Bookkeeping up to 100 transactions / month
- Bank Reconciliation
- Basic Tax Planning & Preparation
- Payroll up to 2 employees
- Phone calls once a month
- Strategy session every six months
Gold
$2,000 engagement fee
$1,500 / month
- Bookkeeping up to 200 transactions / month
- Payroll up to 5 employees
- Phone calls once a week
- Strategy session once a quarter
- CFO Services
- Cash-flow planning incl. loan & investor support
- Forecasting & budgeting
- Cap-table management
- Profitability analysis
- Financial & advanced tax planning
Platinum
$2,000 engagement fee
$2,000 / month
- Bookkeeping up to 300 transactions / month
- Payroll up to 10 employees
- Phone calls twice a week
- Strategy session once a month
- CFO Services
- Cash-flow planning incl. loan & investor support
- Forecasting & budgeting
- Cap-table management
- Profitability analysis
- Financial & advanced tax planning
Not sure which fits? Book a meeting and we’ll customize a plan to your needs.
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Over 60 companies are already experiencing Peace of Mind, Power, and Freedom. See what a proactive, systematic approach to your finances could do for your business.
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