Accounting Packages
All plans bill monthly. 10% discount if paid annually
One-time set-up of $250
Tax and payroll services are sold separately
Custom Service Pricing
Running a large operation and need Fractional CFO services?
Only 3 spots available!
PARTNER
From $1500
Everything in the Standard Packages+
600 Transactions Categorized
12 Bank, Credit Card, or Loan Accounts Reconciled
Books Closed by the 10th of Each Month
Custom Monthly Financial Dashboard
Custom KPIs
Sales Tax Filing for 3 Locations
Monthly 60-minute Strategy Sessions
13-week Cash Forecast
Job / Inventory Costing
A/R & A/P Processing for up to 25 Items Each
Add-on Services
Need a starter package plus only one or two additional services?
Accounts & Transactions
-
Additional accounts - $25 / account / month
-
Additional transactions - $25 / addtl. 50 transactions / month
Meetings
-
Monthly 30-minute strategy call - $100 / month
-
Monthly 60-minute strategy call - $175 / month
Sales Tax
-
Sales tax filing - $50 / jurisdiction
Performance Metrics
-
Quarterly business vitals snapshot - $25 / month
-
Monthly business vitals & trends - $50 / month
-
KPI standard report - $40 / month
-
KPI custom dashboard - $500 (one-time fee), then $50 / month
Cash Flow
-
Month-end cash summary - $25 / month
-
13-week cash forecast - $900 (one-time fee), then $150 / month
Job / Class / Inventory
-
Job / class or basic inventory summary - $50 / month
-
Inventory or job costing maintenance - $100 / month
Accounts Receivable & Payable
-
A/R & A/P processing - $75 / month per 25 items
Owner Pay & Accountable Plan
-
Review and reasonable compensation report (S-Corps only) - $350 initial, then $250 annually