
CFO Service Packages

Initial Onboarding: $399.97
Bronze
$200/mo
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Proactive Tax Strategy Sessions:
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60 min Virtual Strategy Sessions: Quarterly
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Transaction Volume (per account): <75
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Bank Account & Credit Card Reconciliation: <1
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Reconciliation Frequency: Monthly
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Additional Accounts: $150 each
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Financial Statements: Monthly
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Accounts Payable (add on discount): N/A
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Accounts Receivable (add on discount): N/A
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Payroll (add on discount): N/A
Silver
$550/mo
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Proactive Tax Strategy Sessions: Annually
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60 min Virtual Strategy Sessions: Monthly
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Transaction Volume (per account): <120
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Bank Account & Credit Card Reconciliation: <2
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Reconciliation Frequency: Monthly
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Additional Accounts: $150 each
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Financial Statements: Monthly
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Accounts Payable (add on discount): N/A
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Accounts Receivable (add on discount): N/A
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Payroll (add on discount): N/A
Gold
$875/mo
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Proactive Tax Strategy Sessions: Annually
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60 min Virtual Strategy Sessions: Quarterly
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Transaction Volume (per account): <200
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Bank Account & Credit Card Reconciliation: <1
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Reconciliation Frequency: Monthly
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Additional Accounts: $150 each
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Financial Statements: Monthly
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Accounts Payable (add on discount): 5%
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Accounts Receivable (add on discount): 5%
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Payroll (add on discount): 5%
Elite
$1,660/mo
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Proactive Tax Strategy Sessions: Quarterly
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60 min Virtual Strategy Sessions: Monthly
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Transaction Volume (per account): <300
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Bank Account & Credit Card Reconciliation: <3
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Reconciliation Frequency: Weekly
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Additional Accounts: $150 each
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Financial Statements: Monthly
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Accounts Payable (add on discount): 5%
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Accounts Receivable (add on discount): 5%
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Payroll (add on discount): 5%
Platinum
$2,697 /mo
98
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Proactive Tax Strategy Sessions: Quarterly
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60 min Virtual Strategy Sessions: Monthly
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Transaction Volume (per account): <500
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Bank Account & Credit Card Reconciliation: <3
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Reconciliation Frequency: Weekly
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Additional Accounts: $150 each
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Financial Statements: Monthly
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Accounts Payable (add on discount): 5%
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Accounts Receivable (add on discount): 5%
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Payroll (add on discount): 5%
Corp Max
$4,800/mo
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Proactive Tax Strategy Sessions: Monthly
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60 min Virtual Strategy Sessions: Monthly
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Transaction Volume (per account): <600
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Bank Account & Credit Card Reconciliation: <4
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Reconciliation Frequency: Weekly
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Additional Accounts: $150 each
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Financial Statements: Monthly
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Accounts Payable (add on discount): 5%
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Accounts Receivable (add on discount): 5%
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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
