Packages for You

Plans to fit your business accounting needs

Our combined accounting and advisory services empower you to focus more on elevating your business while providing us with insight into your daily operations. This allows us to provide more tailored guidance that supports your goals and drives growth.

Essential Package

75 Monthly Transactions*
$150k Revenue/yr

$250 /mo

CFO QUARTERLY

Premier Package

75 to 125 Transactions*
$150k to $500k Revenue/yr

$500 /mo

CFO MONTHLY

Elite Package

125 to 350 Transactions*
$500k to $2m Revenue/yr

$810 /mo

CFO + TAX

Custom Pricing

Chart Your Path

Implementation

Starting at $300

Optimizing your unique financial situation takes a little time (4-6 weeks). Our one-time implementation investment⁑ allows time for our team to fully evaluate your financials and create expert recommendations.

*Transaction Count is Based on Prior Month’s Bank and Credit Card Statements ⁑ Payment plans available