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Bookkeeping

We Help You Control Your Finances so You Can Focus on Your Business

CFO Service Packages

Busy office

Initial Onboarding: $399.97

Bronze

$200/mo

  • Proactive Tax Strategy Sessions: 

  • 60 min Virtual Strategy Sessions: Quarterly

  • Transaction Volume (per account): <75

  • Bank Account & Credit Card Reconciliation: <1

  • Reconciliation Frequency: Monthly

  • Additional Accounts: $150 each

  • Financial Statements: Monthly

  • Accounts Payable (add on discount): N/A

  • Accounts Receivable (add on discount): N/A

  • Payroll (add on discount): N/A

Silver

$550/mo

  • Proactive Tax Strategy Sessions: Annually

  • 60 min Virtual Strategy Sessions: Monthly

  • Transaction Volume (per account): <120

  • Bank Account & Credit Card Reconciliation: <2

  • Reconciliation Frequency: Monthly

  • Additional Accounts: $150 each

  • Financial Statements: Monthly

  • Accounts Payable (add on discount): N/A

  • Accounts Receivable (add on discount): N/A

  • Payroll (add on discount): N/A

Gold

$875/mo

  • Proactive Tax Strategy Sessions: Annually

  • 60 min Virtual Strategy Sessions: Quarterly

  • Transaction Volume (per account): <200

  • Bank Account & Credit Card Reconciliation: <1

  • Reconciliation Frequency: Monthly

  • Additional Accounts: $150 each

  • Financial Statements: Monthly

  • Accounts Payable (add on discount): 5%

  • Accounts Receivable (add on discount): 5%

  • Payroll (add on discount): 5%

Elite

$1,660/mo

  • Proactive Tax Strategy Sessions: Quarterly

  • 60 min Virtual Strategy Sessions: Monthly

  • Transaction Volume (per account): <300

  • Bank Account & Credit Card Reconciliation: <3

  • Reconciliation Frequency: Weekly

  • Additional Accounts: $150 each

  • Financial Statements: Monthly

  • Accounts Payable (add on discount): 5%

  • Accounts Receivable (add on discount): 5%

  • Payroll (add on discount): 5%

Platinum

$2,697  /mo

98
  • Proactive Tax Strategy Sessions: Quarterly

  • 60 min Virtual Strategy Sessions: Monthly

  • Transaction Volume (per account): <500

  • Bank Account & Credit Card Reconciliation: <3

  • Reconciliation Frequency: Weekly

  • Additional Accounts: $150 each

  • Financial Statements: Monthly

  • Accounts Payable (add on discount): 5%

  • Accounts Receivable (add on discount): 5%

  • Payroll (add on discount): 5%

Corp Max

$4,800/mo

  • Proactive Tax Strategy Sessions: Monthly

  • 60 min Virtual Strategy Sessions: Monthly

  • Transaction Volume (per account): <600

  • Bank Account & Credit Card Reconciliation: <4

  • Reconciliation Frequency: Weekly

  • Additional Accounts: $150 each

  • Financial Statements: Monthly

  • Accounts Payable (add on discount): 5%

  • Accounts Receivable (add on discount): 5%

  • Payroll (add on discount): 10%

Add Ons:  
Sales Tax Filing: $50/mo
Estimated Tax Filings: $40/mo

Behind on your books? No need to worry! Back bookkeeping services help to get you fully caught up with tax-ready financials. We guarantee a 3 week* turn around for up to 12 months of retroactive bookkeeping.                
               
               

Don't See a Package Here That Fits Your Needs? Book a Consultation