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.
"All You Need" Plan
Accounting
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Post, modify, adjust, or correct transactions to the books monthly
Monthly reconciliation of ALL bank accounts, loans, and credit cards (if applicable)
Monthly Fixed Asset / Depreciation Update
Standard financial package including standard key performance indicators, trend reports, and graphical representations
Tax
Preparation of Sales Tax Return
Preparation of Business Entity Federal and State Income Tax Return
Business Tax, Tangible Property Tax, Annual Report, Franchise Tax (if applicable)
Preparation of Form 1099 (see additional service charges below)
Advisory
Regular phone call conversations, emails, and meetings as necessary and within scope of the current services
Semi-annual meeting to discuss in depth current year progress, current analysis, and ST/LT goals
Comprehensive year-end tax planning analysis
Add-On Services
Individual Tax and Planning
Starting at
$40 Monthly
Strategic Tax Planning and Preparation for the business owner's individual Federal and State tax returns.
Notice & Audit Response Service
Starting at
$25 Monthly
We represent you in an income tax audit and manage and respond to all IRS and state notice correspondence on your behalf.
Initial Setup and Onboarding Fees
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.
Our 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.