Dream Big
Many business owners know they need accounting help, but feel they’re not “at that level” to hire a CFO. They often worry about the unknown costs of hiring a CFO or the number of hours they will need to dedicate.
The response? Continue pushing the issue further into the future or hiring a low-cost option to take it off the owner’s plate.
This response often ends with having to spend more time and money fixing issues! It’s time to dream big and address the issue head-on to set yourself up for future success.
We offer upfront pricing so you know what you’re getting, when you’re getting it, and how much it’ll cost.
Monthly Packages
Bronze
<$100,000 in Revenue
- Annual bookkeeping
- Annual financial statements
- Email & call access year-round
- Business tax return (1)
- Individual tax return (1)
Most popular
Silver
<$500,000 in Revenue
- Everything in Bronze +
- Quarterly bookkeeping
- Quarterly financial statements
- Payroll training/support
- Quarterly touchpoints
Gold
>$500,000 in Revenue
- Everything in Silver +
- Monthly bookkeeping
- Monthly financial statements
- Budgets & projections
- Monthly touchpoints
- Tax strategy implementation
Platinum
Full-Scale Outsourced CFO & Accounting Department
- Everything in Gold +
- Weekly bookkeeping