Our Services
Fractional CFO Services
Bronze
Our Bronze Package provides foundational financial oversight for small businesses looking to streamline their operations. You’ll receive monthly financial reporting, basic budgeting support, and cash flow management strategies. Ideal for companies wanting to establish solid financial practices without the complexity.
Silver
With our Silver Package, you gain deeper insights into your financial health. This package includes everything in Bronze, plus quarterly financial analysis, tax planning, and strategic forecasting. Perfect for growing businesses seeking to optimize performance and make informed decisions.
Gold
The Gold Package offers a comprehensive approach to financial management. Alongside Silver benefits, you’ll receive dedicated CFO support, in-depth performance metrics, and tailored growth strategies. This package is designed for established businesses aiming for expansion and enhanced profitability.
Diamond
Our Diamond Package is the ultimate financial solution, providing all the features of Gold while adding advanced risk management and investment advisory services. Enjoy unlimited consultations, customized financial strategies, and a proactive approach to navigating complex challenges. Ideal for businesses poised for transformative growth.
Monthly Bookkeeping Only
Essentials Package
Data entry and reconciliation of 1 bank or credit card account - monthly (max 150 transactions). Monthly overview of financial reports. receipt management/storage. Annual check-ins with your tax representative.
$350/month
Pro Package
Data entry and reconciliation of 2-3 bank/ credit card accounts - monthly (max 500 transactions total) Monthly check-ins and financial report review. Quarterly review with your tax representative. Asset and liability management. Financials and receipt management and stroage.
$750/month
Elite Package
Data entry and reconciliation of up to 10 bank accounts/credit card accounts - monthly (max 1000 transactions- additional fees after 1000 transactions) Monthly check-ins with you and your tax representative. Receipt, asset, and liability management and storage.
$1,250/month
VIP DAY - single day service, one time fee
Package 1
Perfect for small businesses or startups with 1 bank account looking for essential bookkeeping services. Our skilled bookkeepers will organize your financial records, reconcile accounts, and generate vital financial reports for 1 month of data. This is a great opportunity to learn some DIY skills as well. Say goodbye to the bookkeeping stress and focus on growing your business.
$649
Package 2
Designed for growing businesses that require more in-depth financial insights for up to 2 financial accounts. In addition to the services in the Basic Package, we provide detailed financial analysis and cash flow management, as well as data management up to 6 months. Gain valuable insights into your business's financial health and make informed decisions for future growth.
$4995
Package 3
Tailored for established businesses seeking comprehensive financial management of up to 2 financial accounts. Alongside all the services in the Packages 1 & 2, our bookkeeping experts can handle payroll concerns, tax preparation, strategic financial budgeting, and organization of up to 12 month of data. Enjoy peace of mind knowing that your financial operations are in capable hands.
$9995
Additional Services
A/R Package
$50 per receivables and/or vendor account managed. I.e. data entry, invoicing, and payment collections
$50 per vendor
1099 Filings
Can assist with collection of W9s for a $15 per collection fee.
$150.00 + $5 Per 1099 filing fee + postage fees
A/P Package
Data entry, bill pay, and statement reconciliations - $25 per bill pay
$25 per bill
Accounting Software Set-up
Set-up of accounting software for users with no existing software, or looking to switch to a new software platform. Pricing based on number of accounts to be integrated.
$175-375 one time fee
Payroll Services
Monthly - to include processing of payroll and collaboration with payroll company as needed/applicable, data entry, payroll tax filings review and reconciliations, assistance with job costing in regards to labor wages for contracts.