Transparent Pricing for Growing Businesses
AOI Financial offers structured pricing based on the level of financial support your business needs.
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Most clients begin with Foundation Accounting to establish clean financials, then transition to Strategic CFO Advisory as their business scales.
Where Most Businesses Start
Most businesses begin with Foundation Accounting to establish accurate financial reporting and cash visibility.
Once a business reaches $1M+ revenue, many clients upgrade to CFO Advisory to support hiring, expansion, and strategic decision-making.
Financial Clarity for Business Owners Who Want to Grow Smarter - Not Just Bigger
Most businesses grow through these stages →
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Monthly Accounting
Delivery by the 25th of the Month
Business Tax Preparation
Advisory (regular phone, email, & meetings
Personal Property Tax Preparation
Business License Preparation
Year-End Close & Tax Coordination
Everything in Foundation Accounting
Monthly CFO Strategy Meeting
KPI Dashboard (5-7 Core Metrics
Short-Term Cash Flow Forecasting
Profit & Margin Analysis
Owner Pay & Tax Awareness
Guidance
Priority Support
Everything in CFO Lite
Annual Operating Budget
Rolling 4 & 13-Week Cash Flow Forecasting
Monthly Budget vs. Actual Analysis
Scenario Planning
Quarterly Tax Strategy and Planning
Lender & Financing Prep
Everything in CFO Core
Advanced Scenario Modeling
Expansion & Acquisition Projections
Capital Strategy & Deployment Planning
Custom Dashboards & Executive Reporting
Direct Coordination with Other Professionals
Proactive Tax Strategy Integration
*** Limited Availability
Many businesses begin with Foundation Accounting and upgrade to CFO advisory as financial complexity grows.
What Determines Your Investment
Pricing is influenced by several factors including:
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• Transaction volume
• Financial complexity
• Number of accounts and entities
• Reporting and advisory needs
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Most clients fall within the ranges shown above.
Installing Your Financial System
Every engagement begins with installing a clear financial system.
When you start working with AOI Financial, there is a collaborative onboarding process designed to align our services with your business needs.
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We call these Initial Strategy Sessions.
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Purpose of Initial Strategy Sessions
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Documentation: We document your goals, current financial processes, and any specific requirements you have. This includes understanding your current practices and identifying areas for improvement.
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System Setup: We ensure that all necessary systems and software (like QuickBooks Online) are properly set up and integrated.
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Initial Review: We review your last three tax returns to identify any risks or opportunities and ensure your financial records are accurate.
Understanding Onboarding Fees and Back Work
At AOI Financial, our price varies for everyone since it’s based on our monthly accounting fee. One-time fees cover initial setup and any back work needed to bring your books up to date.
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When you become our client, we assess the current state of your books and determine what it will take to get everything current.
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This includes establishing and realigning your chart of accounts, reviewing past tax returns, and ensuring all transactions are accurately reflected.
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We include a fee for any unfiled previous years’ tax returns. If you haven't filed last year’s tax return, for example, this will be part of our back work assessment and priced accordingly.
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What Does the One-Time Investment Cover?
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Initial Strategy Sessions: A series of meetings to establish and document your financial processes.
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System Setup and Integration: We make sure all connections and integrations with software like QuickBooks are correct.
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Chart of Accounts Realignment: Adjusting your chart of accounts to align with your business needs.
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Review of Past Tax Returns: Assessing your past tax returns for any potential issues or opportunities.
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The AOI Financial Reliability Guarantee
At AOI Financial, we value the trust you place in us and understand that your investment in our services is essential to your success. Too often, business owners struggle with accountants who miss deadlines—yet still send a bill. We believe that’s unacceptable.
That’s why we guarantee your work will be completed by the 25th of each month. If we don’t deliver on time, you don’t pay for that month—no exceptions. It’s our commitment to reliability, accountability, and having your back. Always.
Not sure which level is right for your business?
We'll review your financial structure and recommend the right level of support.