Pricing Made Simple
Clarity in pricing is as important as clarity in financial reporting.
Choose from our structured pricing plans designed to align perfectly with your business needs and growth ambitions. No hidden fees and no surprises—just clear value and tangible results.
Financial Clarity for Business Owners Who Want to Grow Smarter - Not Just Bigger
Growth is a process... and it's our mission to help you grow smarter, not just bigger. Start with clean books. Upgrade to strategic CFO support when the time is right.
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
Schedule a call to see which plan fits your needs.
Monthly Accounting Service Pricing Variables
Every business has different accounting needs, so each monthly accounting price is different. However, your customized investment depends on these variables.
Your Company's Accounting Activity
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Think of this as the volume of work. How many business transactions do you have on an average month? Your monthly accounting fee can largely depend on how much financial activity your accountant ahs to work with.
The Complexity of Your Financial Statements
Think of this as the complexity of the work. Examples of factors that can be considered complexities include owning multiple business locations, requiring sales tax mangement, and having multiple bank accounts.