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Pricing

  • accounting
  • CFO services
  • Tax
  • 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

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

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

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

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

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

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

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

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

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
  • 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
$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
$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

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
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

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