How We Can Work Together
How We Can Work Together
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Choose the level of support that fits your goals, budget, and business stage.
🧾 Essential Services Plan
For businesses that want clean books and stress-free tax time.
Includes:
Monthly or quarterly bookkeeping
Year-end financial reports
Annual tax return 1040 + Schedule C preparation support
Basic 48-hour response email support
💲Starting at: $325/month (Get $50 off with 3-month commitment)
........ or $645/quarter
📆 Best for sole proprietors or very small teams
Recommended
📊 Growth Services Plan
For growing teams that need better planning and strategic insight.
Includes:
Everything in Essentials Package
Quarterly tax planning sessions
Budgeting & cash flow consulting
Annual employee benefit setup or review support
Annual tax return 1040 + 1065/1120S preparation support
One 60-min check-in per quarter
💲Starting at: $525/month
....... or $1,375/quarter
📈 Best for nonprofits or businesses with 2–15 employees
🧠 CFO Partner Plan
For founders who want hands-on strategic guidance year-round.
Includes:
Everything in Growth Package
Ongoing CFO advisory (monthly call or reporting)
Strategic forecasting + fundraising support
Business model or entity consultation
Comprehensive employee benefits strategy and retirement plan integration
💲Custom quote based on scope starting at $2,175/month
🎯 Best for established businesses or nonprofits planning for scale
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