Explore
Listening is a huge part of our job. Understanding your goals and values is how we create a plan that reflects them.
Design
We’ll help you look ahead, break down strategy, and piece together a shared approach.
Control
As your partner and consultant, our goal is to help you build confidence. We give you the knowledge and tools to understand your financial systems and feel great about your plan.
Pricing Structure
| Series A | Seed | Startup | |
|---|---|---|---|
| For businesses wanting a CFO in their back pocket | For businesses needing help getting to the next level | For companies just starting out | |
| $9,000/month | $4,500/month | $2,000/month | |
| Services | |||
| Sales Tax Filings | X | X | X |
| Year-End Financial Statements | X | X | X |
| Corporate Tax Return | X | X | X |
| Bookkeeping | Weekly Reconciliation | Monthly Reconciliation | Monthly Entries |
| Setup of Your Custom Growth Plan | X | X | |
| CFO Review of Growth Plan Meeting | Monthly | Quarterly | |
| Tax Planning Calls | Quarterly | Semi-Annual | Annual |
| Payroll Services | X | ||
| A/R and A/P Services | X | ||
| Cash Flow Forecasting | Monthly | ||
| Individual Tax Returns for Owners | X | X | X |
| Individual Tax Returns for Employees* | Inquire | Inquire | Inquire |
| Support | |||
| Dedicated CFO | Unlimited | Up to 3 Calls / Month | 1 Email Question / Month |
| Bookkeeping Support Unlimited | Unlimited | Unlimited | |
| Technology | |||
| Quickbooks Online | X | X | X |
| Gusto Payroll (up to 5 employees) | X | ||
| Bill.com (client pays transaction fees) | X | ||