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Startup Plan.

Ideal for: Early-stage startups with up to $1M in annual revenue and less than $30K in monthly expenses.

  • Accounting

    450$
    Every month
     
    • Accrual Accounting
    • Month-End Close Management
    • Month-End Reporting Package By Work Day 10
    • Balance Sheet Schedule
    • Email Support (24-hour response time)

  • Financial Planning & Analysis

    375$
    Every month
     
    • Access to finance experts for one-off projects at $375/hour
    • Recurring services available as add-ons

  • Tax

    700$
    Every year
     
    • Preparation and filing of 1 Federal Return
    • Preparation and filing of 1 State Return
    • Year-End Tax Meeting

  • Payroll

    700$
    Every month
     
    • Payroll Management
    • Payroll Compliance Guidance
    • Email Support

Growth Plan.

Ideal for: Growing companies with $1M–$5M in annual revenue and $30K–$100K in monthly expenses.

  • Accounting

    1,350$
    Every month
     
    • All Startup Plan services
    • Month-End Reporting By Work Day 8
    • AP and Vendor management
    • Enhanced Email and Phone Support

  • Financial Planning & Analysis

    1,500$
    Every month
     
    • Included CFO Services: 6 hours per month
    • Additional finance services available as add-ons

  • Tax

    1,750$
    Every year
     
    • Preparation and filing of 1 Federal Return
    • Preparation and filing of 1 State Return
    • Year-End Tax Planning Meeting
    • Tax advisory meeting

  • Payroll

    900$
    Every month
     
    • Payroll Management
    • Payroll Compliance Guidance
    • Email Support

Expansion Plan.

Ideal for: Scaling businesses with $5M–$15M in annual revenue and $100K–$300K in monthly expenses.

  • Accounting

    2,000$
    Every month
     
    • All Growth Plan services
    • Month-End Reporting By Work Day 6
    • Dedicated account manager

  • Financial Planning & Analysis

    2,500$
    Every month
     
    • Included CFO Services: 10 hours/month
    • Additional finance services available as add-ons

  • Tax

    3,000$
    Every year
     
    • Federal and 3 State Returns
    • Mid-year and year-end Tax Strategy Meetings
    • Tax advisory meeting and 5 hours of research

  • Payroll

    1,750$
    Every month
     
    • Payroll Management
    • Payroll Compliance Guidance
    • Dedicated account manager

Enterprise Plan.

Ideal for: Established companies with over $15M in annual revenue and over $300K in monthly expenses. All pricing will be quoted once we understand your requirements.

Accounting

All Expansion Plan services

Month-End Reporting By Work Day 5

Finance

Customized CFO Services

Comprehensive financial leadership support

Tax

Comprehensive Tax Services

International Tax Compliance

Tax Advisory on request

Payroll

All Expansion Plan services, plus

Multi-State Payroll Management

Executive Compensation Planning

Add-On Services.

Enhance your plan with additional services tailored to your business needs. These services will be quoted once we understand your requirements.

Accounting Add-Ons

Invoicing Support and Debtors Collection

Multi-Entity Consolidation

Grant Accounting

Inventory Management

Policy & Workflow Documentation

Finance Add-Ons

Revenue Operations

Procurement & Vendor Management

Advanced Metric Tracking

Board & Investor Relations

Transaction Advisory

Audit/Due Diligence Support

Cap Table Management

Tax

R&D Tax Credits

CFO Service

Financial Strategy Development

Budgeting and Forecasting

Growth Planning

Cash Flow Management

Financial Reporting

Process Optimization

Investor Relations

Capital Structuring

Securing Funding

Board Presentations

Contract Oversight

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