Plans & Pricing
Actual pricing may vary.
CPA on Call
$125+
Monthly
Works well for solo businesses owners who want to stay small but be as efficient as possible
Tax Services
-
Business Tax Return
-
Personal Tax Return
-
Tax Planning Meeting
​
Accounting Services​
-
Yearly Meeting
-
Access to Send Questions to CPA
-
Oversee Your Bookkeeping
-
Account on QBO to Have CPA Review
Accounting Team
$600+
Monthly
Great for small businesses
(1 to 5 employees) wanting to grow
and expand
Tax Services
-
Business Tax Return
-
Personal Tax Return
-
Tax Planning Meeting
-
Quarterly Tax Estimates
-
Track and File 1099s
​
Accounting Services
-
Monthly Record Keeping
-
Monthly Reconciliation
-
Basic Accounting Analysis
-
Basic Financial Reports
-
Basic KPI Reporting
-
Basic Customized Reports
CFO Services
$1,200+
Monthly
Ideal for established businesses (3 to 10 employees) needing an outsourced finance team
Tax Services
-
Business Tax Return
-
Personal Tax Return
-
Tax Planning Meeting
-
Quarterly Tax Estimates
-
Track and File 1099s
​
Accounting Services
-
Monthly Record Keeping
-
Monthly Reconciliation
-
Advanced Accounting Analysis
-
Advanced Financial Reports
-
Advanced KPI Reporting
-
Advanced Customized Reports