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Pricing
accounting
CFO services
Tax
People Services
Annual
Monthly
10% OFF
Essentials
$3229
/ Year
Monthly Expenses: Up to $50k
Bank and CCs: Up to 3 bank and/or credit card accounts managed
Liabilities: Up to 3 liability accounts managed (loans or LOCs)
Meeting Frequency: Quarterly
Agency Locations: 1
Schedule a Consultation
Growth
$4309
/ Year
Monthly Expenses: 50k to $75k
Bank and CCs: Up to 4 bank and/or credit card accounts managed
Liabilities: Up to 4 liability accounts managed (loans or LOCs)
Meeting Frequency: Quarterly
Agency Locations: 2
Schedule a Consultation
Enterprise
$6469
/ Year
Monthly Expenses: $75k to $100k
Bank and CCs: Up to 6 bank and/or credit card accounts managed
Liabilities: Up to 4 liability accounts managed (loans or LOCs)
Meeting Frequency: Bimonthly
Agency Locations: 4
Schedule a Consultation
Mega
$8629
/ Year
Monthly Expenses: Over $100k
Bank and CCs: Up to 6 bank and/or credit card accounts managed
Liabilities: Up to 4 liability accounts managed (loans or LOCs)
Meeting Frequency: Monthly
Agency Locations: 8
Schedule a Consultation
Add-ons
Additional Locations: $50/month per locations
Additional Banks/CCs: $10/account/mo per account
Bimonthly Meeting Frequency: $50/month
Monthly Meeting Frequency: $100/month
Schedule a Consultation
Essentials
$299
/ Monthly
Monthly Expenses: Up to $50k
Bank and CCs: Up to 3 bank and/or credit card accounts managed
Liabilities: Up to 3 liability accounts managed (loans or LOCs)
Meeting Frequency: Quarterly
Agency Locations: 1
Schedule a Consultation
Growth
$399
/ Monthly
Monthly Expenses: 50k to $75k
Bank and CCs: Up to 4 bank and/or credit card accounts managed
Liabilities: Up to 4 liability accounts managed (loans or LOCs)
Meeting Frequency: Quarterly
Agency Locations: 2
Schedule a Consultation
Enterprise
$599
/ Monthly
Monthly Expenses: $75k to $100k
Bank and CCs: Up to 6 bank and/or credit card accounts managed
Liabilities: Up to 4 liability accounts managed (loans or LOCs)
Meeting Frequency: Bimonthly
Agency Locations: 4
Schedule a Consultation
Mega
$799
/ Monthly
Monthly Expenses: Over $100k
Bank and CCs: Up to 6 bank and/or credit card accounts managed
Liabilities: Up to 4 liability accounts managed (loans or LOCs)
Meeting Frequency: Monthly
Agency Locations: 8
Schedule a Consultation
Add-ons
Additional Locations: $50/mo per locations
Additional Banks/CCs: $10/account/mo per account
Meeting Frequency: $50/mo bimonthly
Meeting Frequency: $100/mo monthly
Schedule a Consultation
Annual
Monthly
20% OFF
$4800
/ Year
Monthly CFO consultations with industry expert
Revenue projections
Expense projections
Forecast based on historical data and comparables
Micro-forecasts based on potential scenarios
Schedule a Consultation
$500
/ Monthly
Monthly CFO consultations with industry expert
Revenue projections
Expense projections
Forecast based on historical data and comparables
Micro-forecasts based on potential scenarios
Schedule a Consultation
$500
/ Monthly
Monthly CFO consultations with industry expert
Revenue projections
Expense projections
Forecast based on historical data and comparables
Micro-forecasts based on potential scenarios
Schedule a Consultation
KEEP
EVERYTHING
IN
ONE PLACE
Personal Tax Preparation
$750/year or $62.50/month
Federal Income Tax Preparation and Filing
State Income Tax Preparation and Filing
Meeting with Tax Professional
Schedule a Consultation
Business Tax Preparation
$1250/year or $104.16/month
Federal Income Tax Preparation and Filing
State Income Tax Preparation and Filing
Meeting with Tax Professional
Schedule a Consultation
Additional Tax Services
Federal and State Tax Notice Support
Tax Planning
Quarterly Tax Estimates
Entity Formation
Entity Dissolution
Augusta Rule Preparation
1099 Filings
Access to Webinars
Year-Round Communication
Email and Phone Support
And More
Schedule a Consultation
Annual
Monthly
20% OFF
$4800
/ Year
Monthly CFO consultations with industry expert
Revenue projections
Expense projections
Forecast based on historical data and comparables
Micro-forecasts based on potential scenarios
Schedule a Consultation
$500
/ Monthly
Monthly CFO consultations with industry expert
Revenue projections
Expense projections
Forecast based on historical data and comparables
Micro-forecasts based on potential scenarios
Schedule a Consultation
Coming Soon
Enhance your Applicant Tracking System (ATS)
Employee onboarding into HR/Payroll
Standardize and regulate feedback systems
Maximize employee ROI
Improve employee engagement
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