Fractional CFO

All of our packages are fully customized and billed at a flat monthly rate — so you’ll always know exactly what to expect. No surprise fees, no hidden costs — just clear, consistent support you can count on.

  • Annual goal setting and financial strategy meeting

  • Monthly financial analysis and forecasting

  • Customized KPI Dashboard

  • Sales & Operations Strategy Report

  • Monthly review meeting

  • Unlimited Support

Accounting and Bookkeeping

The Basics

$500 per month

  • Weekly transaction recording - up to 50 transactions/month

  • Monthly Bank Reconciliation - up to 2 accounts

  • Monthly Financial Statements

  • Email Support

  • Quarterly Virtual check in

  • *QuickBooks subscription not included

The Growth

$750 per Month

  • Weekly transaction recording - unlimited transactions

  • Weekly management reports

  • Monthly Bank Reconciliation - up to 4 accounts

  • Monthly Financial Statements

  • Email Support

  • Quarterly Virtual check in

  • *QuickBooks subscription not included

The Unlimited

$1200 per Month

  • Weekly transaction recording - unlimited transactions

  • Weekly management reports

  • Monthly Bank Reconciliation - unlimited accounts

  • Monthly Financial Statements

  • Email and Phone Support

  • Monthly Virtual check in

  • *QuickBooks subscription not included

Tax Preparation Services

  • Individual Federal Tax Preparation - Base rate $400

  • Business Federal Tax Preparation - Base rate $1450

  • State Tax Filing - $150 per state