Packages
Starter Plan
Scaling Business Plan
Starter Plan
$300 - $400 / Month
What's Included:
- Monthly bank and credit card transaction reconciliation
- Categorization and reporting for Schedule C or E
- Basic tax efficiency review (highlighting potential deductions)
- Secure document portal for uploads and communication
- Year-end financial reports for tax filing
- Ongoing email support for questions and issues
Growth Plan
Scaling Business Plan
Starter Plan
$500 - $700 / Month
What's Included:
- Everything in the Starter Plan
- Quarterly financial check-ins and performance reports
- Support for Multi-member LLCs and S-Corps
- Basic cash flow tracking and business performance snapshots
- Custom chart of accounts tailored to your industry
- Audit trail tracking setup in QuickBooks for compliance
Scaling Business Plan
Scaling Business Plan
Scaling Business Plan
$800 - $1200 / Month
What's Included:
- Everything in the Growth Plan
- Foundational CFO-level guidance: cash flow forecasts, growth strategy, and tax positioning
- Monthly consultations to review performance and upcoming goals
- Advanced categorization for proactive tax planning
- Real estate portfolio tracking with property-level reporting
- Support for up to 3 business entities or rental locations
- Priority email and meeting response times