Fractional CFO Package

A full time CFO costs $200,000–$300,000+ per year plus benefits. A Fractional CFO provides the same strategic direction and financial clarity at less than 30% of the cost—delivering immediate return on investment from day one.

Starting at $3000 / month

*An initial setup fee of $500 applies for new businesses without existing bookkeeping software.

Everything in Growth, plus:

• Multi-entity or multi-company financial management

• Advanced reporting and performance insights

• Intercompany transfers & intercompany reports

• Assistance with filling out business forms and applications

• Financial planning and analysis support

• Audit assistance and support

• Ongoing process optimization and system improvements

• Priority communication and strategic guidance

• Weekly/Monthly zoom or phone meeting to follow-up on pending documents or answer questions

Precise pricing is set after reviewing Client's books over Zoom.

**Clients are responsible for all software subscription fees, payable directly to the service provider.*

***Cleanup or catch-up bookkeeping, if necessary, will be billed at the same rate.

Growth Bookkeeping Package

Scale your business confidently with accurate financial tracking and expert support. Our Growth Bookkeeping Package eliminates internal management hassles so you can focus entirely on expansion.

Starting at $1,000 / month

*An initial setup fee of $500 applies for new businesses without existing bookkeeping software.

Everything in Essential, plus:

• Multiple Bank Account/Credit Card Reconciliation

• Simple monthly sales tax filing, if any

• 1099 Forms completed and E-filed once a year. (For any corrections or resubmissions, there is a charge of $100 for each revision)

• Backup saved monthly on local server if using QuickBooks Desktop version

*The $500 setup fee covers a 45-minute consultation to recommend appropriate bookkeeping software tailored to your business needs, setting up the software, connecting bank accounts and creating charts of accounts. If you have multiple businesses, this fee will apply for each entity*

Precise pricing is set after reviewing Client's books over Zoom.

**Clients are responsible for all software subscription fees, payable directly to the service provider.*

***Cleanup or catch-up bookkeeping, if necessary, will be billed at the same rate.

Basic Bookkeeping Package

Skip the recruiting hassle and training costs. Our Basic Bookkeeping Package gives your startup flexible, expert financial management so you can reinvest your time and resources where they matter most.

Starting at $400 / month

*An initial setup fee of $500 applies for new businesses without existing bookkeeping software.

• Bank Account/Credit Card Reconciliation: Up to two accounts included.

• Effortless integration of bank accounts with accounting software

• Entry and categorization of sales and expenses.

• PDF and Excel files, such as bills, will be attached to QuickBooks

• Financial reports provided on a monthly or quarterly basis, per client preference.

• Monthly 30-minute Zoom meeting to address questions and review financials.

• Annual Profit & Loss Statement and Balance Sheet prepared for your CPA.

  
  

  
  

Precise pricing is set after reviewing Client's books over Zoom.

**Clients are responsible for all software subscription fees, payable directly to the service provider.*

***Cleanup or catch-up bookkeeping, if necessary, will be billed at the same rate.