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Client PortalPlans & Pricing
Customized plans for your business accounting needs
Our accounting and advisory services help you make informed decisions and allow us to understand your operations intimately. Our Team of 3's responsiveness and commitment to excellent support helps you get the guidance and answers you need, complete with weekly CSM and monthly Controller services.
CFO Annually
- ✓ No annual contracts
- ✓ Team of 3
- ✓ Monthly bookkeeping
- ✓ Tax planning
- ✓ Tax projections
- ✓ Monthly financial statements
- ✓ Business advisory
- ✓ Personal tax return*
- ✓ Business tax returns
CFO Quarterly
- ✓ Essential plan
- ✓ Quarterly reports
- ✓ Quarterly strategy
- ✓ Risk assessments
- ✓ CFO video review
CFO Monthly
- ✓ Essential plan
- ✓ Premier plan
- ✓ Monthly reports
- ✓ Cash flow tracking
- ✓ Succession planning
Custom
Find the plan that works for You
- ✓ Have more than 2 owners?
- ✓ Have more than one entity?
- ✓ Have complex accounting?
- ✓ Have real estate entities?
- ✓ Operate in multiple states?
What do I get?
Dedicated Team of 3
Leverage a full dedicated team of 3 financial experts that cover the past, present and future of your business's financial data.
CFO Led Strategy
Your CFO will analyze your data on a monthly, quarterly, or annual basis and develop proactive strategy, so you can make the right financial decisions.
Account Reconciliations
We reconcile your bank accounts, credit cards and electronic transactions into QuickBooks®.
Monthly Financial Statements
We prepare your monthly financials by the 20th of each month.
Tax Planning
We proactively plan ahead to make recommendations on the best tax strategies and savings, allowing you to relax.
Tax Preparation
Your business and personal returns are included. We take care of the tax prep and filing for you.
Financial Mangement
Strategic insights: CFO Strategy, Financial Modeling, Budgeting, and Cash Flow Tracking.
Business Advisory
Where should you invest? When should you spend? What should you buy? Avoiding cash flow surprises and tax worries.
Additional Services