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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

1.5% of Annual Sales*

CFO QUARTERLY

  • Your books are reconciled monthly so you're never guessing where your money went
  • A monthly budget keeps you on track and spending with intention
  • Xero setup included so your systems are clean from day one

Best for: Businesses establishing their financial foundation.

Premier Package

1.5% of Annual Sales**

CFO MONTHLY

  • Essential Package
  • Cash flow and AR/AP reporting so you see problems before they happen
  • Semi-annual tax planning to reduce what you owe proactively
  • Annual pricing review to make sure your business is staying profitable

Best for: Growing businesses ready for a real financial strategy.

Elite Package

1.5% of Annual Sales***

CFO + TAX

  • Premier Package
  • Everything in Premier, plus quarterly tax planning so nothing is left on the table
  • Advanced budgeting and financial analysis — you get a CFO without the salary
  • Custom reporting built around how your business actually works
  • Job costing and project tracking to know exactly which parts of your business are winning

Best for: Established businesses that need a true financial partner.

Custom Pricing


Chart Your Path

  • Started less than 12mo ago?
  • Make <$250k per year?
  • Been around for decades?
  • Making more than $2m per year?
  • Complex accounting?
  • Multiple Owners?
Discover Your Price

Implementation

2x Monthly Rate

You decide whether you would like accounting and advisory (1.5% of annual sales) or only accounting services (1%) for your business. After determining the monthly rate for Eagle’s services, implementation is 2x that rate. Optimizing your unique financial situation takes a little time. Our one-time implementation investment gives our team time to fully evaluate your financials and develop expert recommendations. 

*Essential: Floor of $250/month for Bookkeeping and $150/month for Advisory. Final price is determined after evaluation of prior-year and current-year financials.

**Premier: Floor of $500/month for Bookkeeping and $300/month for Advisory. Final price is determined after evaluation of prior-year and current-year financials.

***Elite: Floor of $1000/month for Bookkeeping and $600/month for Advisory. Final price is determined after evaluation of prior-year and current-year financials.