Basic
$250-$900monthly
- Accounts Payable/Accounts Receivable
- Software Clean-Up
- Bank Reconciliation (Monthly)
- Payroll/Payroll Tax
- Sales Tax
- Email responses (unlimited)
- 2 personal calls a month
- 1 monthly meeting (in office or virtual)
Beyond Basic
$950-$1500 monthly
- Accounts Payable/Accounts Receivable
- Software Clean-Up
- Bank Reconciliation (Monthly)
- Payroll/Payroll Tax
- Sales Tax
- Email responses (unlimited)
- 2 personal calls a month
- 2 monthly meeting (in office or virtual)
- Quarterly Tax Report
- Accounting Software Set-Up
- Bookkeeping
- Monthly Financials
- Custom Reporting
Advanced CFO Package
$1550-$8000 monthly
- Account Payable
- Account Receivable
- Bank Reconciliation
- Software Clean-Up
- Payroll/Payroll Tax
- Sales Tax
- Email responses (unlimited)
- Personal Phone Calls (unlimited)
- Unlimited Meetings Monthly (in office or virtual)
- Year-Round Tax Support
- Accounting Software Set-Up
- Bookkeeping
- Monthly Financials
- Custom Reporting
- Cash Flow Forecasting
- Class Tracking