Service Bundles & Pricing Tiers
Growth-Focused
For small businesses ready to scale with more strategic financial management.
Starting at
$750
per month
Includes:
1. Full-service bookkeeping (up to $100K/month transactions)
2. Monthly financial statements
3. Quarterly tax planning sessions
4. Basic IRS audit support (notice responses, document review)
5. Priority email + limited phone support
Executive CFO
Fractional CFO support for established businesses seeking insight and strategy.
Starting at
$1,500
per month
Includes:
1. All services from Growth-Focused plan
2. Dedicated Fractional CFO (5–10 hours/month)
3. Budgeting, forecasting, and cash flow optimization
4. Monthly 1:1 financial strategy calls
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Mock IRS Audit – Starting at $1,500
Know where you stand—before the IRS does.
A proactive way to identify red flags, documentation gaps, or compliance risks, our Mock IRS Audit simulates a real IRS examination based on your financials and prior tax filings. Drawing from years of experience as an IRS agent, we analyze your returns just like the IRS would—giving you insight into:
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Potential audit triggers
Missing or inadequate documentation
Problem areas and exposure risks
Steps to strengthen compliance
You’ll receive a written report, risk rating, and a 1:1 strategy session to review findings and recommendations. Ideal for high-net-worth individuals, business owners, or anyone filing complex returns.
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Essential Compliance
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Growth-Focused
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Executive CFO
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À La Carte
Pricing
​Monthly Bookkeeping (by volume)
Financial Reports
​​​Tax Planning
Mock IRS Audit
Fractional CFO Advisory
Availability & Support
Client Portal Access
Bookkeeping Automation
1099 & W-2 Processing
Onboarding Time
Review Call
End-of-Year Tax Summary
IRS Audit Representation
$250/mo
$750/mo
From $1,500/mo
Custom Pricing
Up to $25K/month transactions
Up to $100K/month transactions
Up to $100K+ with custom reporting
$300–$1,200/mo
Quarterly P&L + Balance Sheet
Monthly P&L + Balance Sheet
Monthly + Cash Flow + KPIs
Included with bookkeeping
Billed separately
Quarterly
Monthly
$300/hr
$1,500+ (one-time)
Discounted
Included annually
$1,500+
Not Included
Not Included
5–10 hrs/month + strategic review
Custom quote
Email-only (72–hr response)
Priority email + phone (48–hr)
Direct access + Slack/Zoom (24–hr)
Not Included
Standard (document sharing)
Branded portal + invoicing
White-label portal + integrations
Add-on available
Not Included
Categorization rules
Rules + A/R, A/P workflows
Scoped per client
Available
Available
Available
Available
5–7 days
3–5 days
1–3 days + strategy kickoff
Based on service
Not Included
Quarterly
Strategic Monthly
$150/session
Basic PDF summary
Organized year-end financial package*
Customized + investor-ready
Varies
Billed separately
Billed separately
Billed separately
$300/hr
Not Sure Which Service Fits You Best?
We get it—choosing the right financial solution can feel overwhelming. Whether you're unsure about bookkeeping, tax prep, or CFO support, we're here to help.
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Let’s talk through your goals and point you in the right direction with expert guidance.
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Let’s find the right fit—no pressure.