Core Package (Compliance Focused)
$1200-$1750 Monthly Fee
Services Included:
- Bookkeeping Services: Monthly reconciliation of bank accounts, categorization of expenses, and management of general ledger
- Payroll Processing: Monthly payroll processing for a set number of employees
- Financial Statements: Basic monthly profit and loss (P&L) and balance sheet
- Client Support: Limited email support and quarterly check-ins
Target Clients:
- Small businesses and startups needing essential bookkeeping and compliance
- Business owners looking for minimal hands-on interaction with their finances
Plus Package (Operational Support)
$2000-$4500 Monthly Fee
Services Included:
- All Basic Services
- Accounts Payable and Receivable Management: Manage vendor payments, customer invoicing, and follow up on collections
- Budgeting and Forecasting: Help clients set up a budget and forecast cash flow, revenue, and expenses for the upcoming year
- Quarterly Financial Review: Detailed analysis of financial statements with insights on performance
- Client Support: Monthly meetings and priority email/phone support
Target Clients:
- Growing businesses with multiple employees needing more operational support
- Companies that need proactive planning and more in-depth financial management
Elite Package (CFO Advisory)
$5000-$10000 Monthly Fee
Services Included:
- All Standard Services
- CFO Advisory Services: Strategic financial advice, cash flow optimization, investment planning, and business performance improvement
- Financial Reporting: Custom financial reports, including KPIs, trends, and analysis to help with decision-making
- Mergers and Acquisitions Support: Assistance with due diligence, financial modeling, and negotiations
- Client Support: Weekly meetings with full access to phone and email support
Target Clients:
- Medium to large businesses seeking ongoing, strategic financial guidance
- Businesses involved in complex financial transactions or needing long-term financial planning
- Franchising Businesses
Optional Add-Ons
Audit Support
Project-Based Consulting
System Implementation
Assistance with IRS or state audits, financial reviews, and preparing documentation. Additional fees may apply
System Implementation
Project-Based Consulting
System Implementation
Setup and management of accounting software like QuickBooks, Xero, or ERP systems
Project-Based Consulting
Project-Based Consulting
Project-Based Consulting
Special projects such as financial modeling, business valuations, or exit planning