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Plans and Pricing

Ask us to assist with a specific service or select a monthly plan from below

Lite

 Pricing from $599 

Monthly*

Entrepreneurs and Professions 

Complimentary Consultation

Plan Includes:

  • Bookkeeping 

  • Billings

  • Payables

  • Payroll

*If applicable add one-time records set-up or data clean-up fees,  sales taxes, transaction volume caps, client's own software subcriptions fees

CFO

 Pricing from $1,599 

Monthly*

Business or Organizations wanting more 

Conplimentary Consultation

Plan Includes:

Everything in the Lite and Standard Plans +

  • Strategic Planning and Transformation

  • Tax Planning and Filing

  • Workflow and Data Analytics

  • Forecasting, Budgeting and Performance Monitoring

  • Project Management

  • Talent Management

  • Financing and Capital Planning

  • Succession Planning

*If applicable add one-time records set-up or data clean-up fees,  sales taxes, transaction volume caps, client's own software subcriptions fees

Fundamentals

 Pricing from $999 

Monthly*

Small Business or Organizations 

Complmentary Consultation

Plan Includes:

Everything in the Lite Plans +

  • Financial Reporting and Analysis

  • Sales Tax Filing

  • Income Tax Filing

  • Internal Control Services

*If applicable add one-time records set-up or data clean-up fees,  sales taxes, transaction volume caps, client's own software subcriptions fees

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