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Choose your pricing plan

  • Staff

    980$
    Every month
    Up to $200k annual revenue
     
    • Monthly Balance Sheet and Income Statement
    • Monthly financial results meeting/call
    • Priority response time: one week
    • Books closed by workday 21
    • Annual corporate/non-profit tax return
    • Reconciliation of up to 3 bank/credit accounts per mo.
    • Annual preparation of 1099s*
    • Payroll through ADP***
    • Includes up to 8 hours of service per month

  • Manager

    3,180$
    Every month
    Up to $1m annual revenue
     
    • Monthly Balance Sheet and Income Statement
    • Monthly financial results meeting/call
    • Higher priority response time: three days
    • Books closed by workday 14
    • Annual corporate/non-profit tax return
    • Reconciliation of up to 20 bank/credit accounts per mo.
    • Annual preparation of 1099s*
    • Payroll through ADP***
    • Zoom virtual meetings
    • Class tracking
    • Up to 20 depreciable fixed assets
    • Annual budget**
    • Phone support by appointment
    • Up to five integrated apps (Receipt Bank, Bill.com, etc.)***
    • Sales tax and food & beverage tax calculation
    • Ratio analysis (break even point, debt-to-equity, etc.)
    • Includes up to 20 hours of service per month

  • CFO

    4,498$
    Every month
    Up to $5m annual revenue
     
    • Unlimited Customized Reports
    • Weekly progress meeting/call
    • Highest priority response time: 24 hours
    • Books closed by workday 3
    • Annual corporate/non-profit tax return
    • Unlimited reconciliation of bank/credit accounts per mo.
    • Annual preparation of 1099s*
    • Payroll through ADP***
    • In-person or Zoom virtual meetings
    • Class and location tracking
    • Unlimited depreciable fixed assets
    • Annual budget plus cash forecasting**
    • Phone support on demand****
    • Unlimited integrated apps (Receipt Bank, Bill.com, etc.)***
    • Sales tax and food & beverage tax calculation
    • Ratio analysis (break even point, debt-to-equity, etc.)
    • Monthly financial dashboard and/or commentary
    • Sending invoices to customers
    • Scheduling checks and managing payables
    • Attending Board & Finance Committee Meetings
    • Concierge services such as checking mail and bank deposits
    • Business admin such as updating Secretary of State filings
    • Annual/bi-annual business entity report filing
    • Documented internal procedures & controls
    • Includes up to 30 hours of service per month
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