Subscriptions Accounting 
& Tax Plans

CFO

We proactively support your growth.

Starting at
$3,495/month

Scope of Work

  • Free QuickBooks Online Accounting Software
  • Monthly Account Reconciliation
  • Monthly Financial Reports
  • Federal Income Tax Estimation
  • Custom Financial Reports
  • Budgeting
  • Forecasting and Strategic Planning

Support

  • Unlimited Email Support
  • Unlimited Phone Support
  • Financial Strategy Session (Monthly)

Additional Options

  • Special Projects & Out of Scope Requests (10 hours per year included, then $125 per hour)
  • Annual Corporate Tax Return (Inlcuded)

Accountant

Real-time data to grow your business.

Starting at $1,995/month

Scope of Work

  • Free QuickBooks Online Accounting Software
  • Monthly Account Reconciliation
  • Monthly Financial Reports
  • Federal Income Tax Estimation
  • Custom Financial Reports

Support

  • Unlimited Email Support
  • Unlimited Phone Support
  • Financial Strategy Session (Quarterly)

Additional Options

  • Special Projects & Out of Scope Requests ($225 per hour)
  • Annual Corporate Tax Return (Optional starting at $800 per year)

Bookkeeper

Peace of mind every month.

Starting at
$995/month

Scope of Work

  • Free QuickBooks Online Accounting Software
  • Monthly Account Reconciliation
  • Monthly Financial Reports

Support

  • Unlimited Email Support
  • Financial Strategy Session (Quarterly)

Additional Options

  • Special Projects & Out of Scope Requests ($325 per hour)
  • Annual Corporate Tax Return (Optional starting at $800 per year)
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