Discover our pricing plans

Choose a plan that meets your exact business needs.

Core

Best for existing companies needing tax & accounting support.

$750

/Month
Get started

Recurring monthly payment

Get your books and company in order so you can continue to operate and scale on a solid foundation.

What’s included:

  • Accounting System Setup and Enhancement
  • Quarterly tax projections
  • Annual compliance review
  • Annual business & personal preparation
  • State & local tax registration & reporting
  • Annual business & personal tax preparation

Professional

Best for companies needing in-depth hands-on support.

$2000

/MonthMost popular
Get started

Recurring monthly payment

Get industry-specific, unlimited support and consultations to solidify your business empire.

All Core features plus:

  • Support for industry-specific needs (based on mutual agreement)
  • Entity review and optimization for asset protection
  • Corporate books and records preparation and ongoing maintenance (minutes, resolutions, agreements)
  • Trademark research & registration
  • Unlimited CPA consultations
  • Unlimited tax audit support (years we prepared/filed)
  • Full payroll and HR support
    • Processing payroll
    • Benefits selection
    • Administering benefits
    • Multijurisdictional compliance
    • Compensation benchmarking

Premium

Best for companies looking to scale fast.

$4500

/Month
Get started

Pay for 6 months then switch to monthly payments

Skyrocket your business with a part-time CFO on your team, accessing financial services, as well as our Business Manager Suite and Financing Advisory Hub.

All Professional features plus:

  • Cash flow planning & management
    • Budgeting & forecasting
    • Business performance & KPI review
    • Business planning & financing support
    • Internal controls review
    • Financial procedures assessment
  • Business Manager Suite
    • Accounts receivable, accounts payable, bill pay
    • Books and records review and cleanup*
    • Ongoing books and records maintenance
    • Ongoing expense management
    • Retirement planning
    • Business insurance review & planning
    • Registered agent
  • Financing Advisory Hub
    • Business plans for bank or investor financing
    • Market research
    • Legal/regulatory compliance
    • Financial projections
    • Business valuation
    • Resume optimization
  • Customized lender financing solutions
    • Residential real estate
    • Commercial real estate
    • Business loans and lines of credit
    • New business venture
    • Expansion financing
    • Equipment financing
    • Partner buyout

*Prior Books and Records Cleanup and Filings are included for up to 1 year.

Custom plans

Customize any plan to make it work for you

Tell us exactly what you need and we'll create a custom plan that meets your financial and business goals.

Schedule a free consulation
  • Unlimited tax planning and tax credit monitoring
  • Wealth and investment planning
  • Estate and succession planning
  • Debt restructuring
  • Capital raising
  • Ongoing waste audits
  • Revenue improvement strategies
  • Creditor analysis and negotiation
  • Product or service profitability analysis
  • Negotiation and due diligence
  • Help with mergers, divestitures, startups, and exits
  • Lease vs buy decisions (equipment, land, buildings)
  • Stock option plan tracking and oversight
  • Legal liaison and support
  • Litigation support
  • Investor and lender communications
  • Vendor issues
  • Inventory management, POS systems
  • Software selection, implementation, and updates
  • Merchant services analysis
  • Treasury functions
  • Real estate purchase, negotiation, diligence, closings
  • Clean-up accounting projects
  • Business turnaround
  • Internal controls design and maintenance
  • Sales tax
  • Workers comp audits
  • Remote/virtual conversion analysis
  • AI technology analysis and implementation
  • Depreciation schedule review and preparation
  • Coordination with brokerages, investment management support