Bookkeeping Packages
We Help You Control Your Finances so You Can Focus on Your Business
CFO Service Packages
Initial Onboarding: $399.97
Gold
$875
per month
-
Proactive Tax Strategy Sessions: Annually
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60 min Virtual Strategy Sessions: Quarterly
-
Transaction Volume (per account): <200
-
Bank Account & Credit Card Reconciliation: <1
-
Reconciliation Frequency: Monthly
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Additional Accounts: $150 each
-
Financial Statements: Monthly
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Accounts Payable (add on discount): 5%
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Accounts Receivable (add on discount): 5%
-
Payroll (add on discount): 5%
Platinum
$2,697
98
per month
-
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%
Elite
$1,600
per month
-
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%
Corp Max
$4,800
per month
-
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
