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Bookkeeping Packages

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

CFO Service Packages

Initial Onboarding: $399.97

Gold

    $975
    

per month

  • 60 min Virtual Strategy Sessions: Bi-Annually

  • Transaction Volume (per account): <250

  • Bank Account & Credit Card Reconciliation: <3

  • Reconciliation Frequency: Monthly

  • Additional Accounts: $150 each

  • Financial Statements: Monthly

  • Data Analytics & KPIs Reports

  • Monthly Management Reports

  • (1) Savings Account Reconciliation

Silver

$550

per month

  • 60 min Virtual Strategy Sessions: Bi-Annually

  • Transaction Volume (per account): <120

  • Bank Account & Credit Card Reconciliation: <2

  • Reconciliation Frequency: Monthly

  • Additional Accounts: $150 each

  • Financial Statements: Monthly

  • Data Analytics & KPIs Reports

  • Monthly Management Reports

  • (1) Savings Account Reconciliation

Platinum

$3,000  

per month

  • Proactive Tax Strategy Sessions: Annually

  • 60 min Virtual Strategy Sessions: Quarterly

  • Transaction Volume (per account): <500

  • Bank Account & Credit Card Reconciliation: <3

  • Reconciliation Frequency: Weekly

  • Additional Accounts: $150 each

  • Financial Statements: Monthly

  • Data Analytics & KPIs Reports

  • Monthly Management Reports

  • (1) Savings Account Reconciliation

Elite

$1,800

per month

  • 60 min Virtual Strategy Sessions: Quarterly

  • Transaction Volume (per account): <300

  • Bank Account & Credit Card Reconciliation: <4

  • Reconciliation Frequency: Weekly

  • Additional Accounts: $150 each

  • Financial Statements: Monthly

  • Data Analytics & KPIs Reports

  • Monthly Management Reports

  • (1) Savings Account Reconciliation

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

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