Plans

Whether you’re a small business looking for accounting support that addresses compliance or you’re looking to improve the long-term financial health of your company, we have tailor-made plans to fit your business needs. Our value-based pricing structure focuses on the outcome of our services rather than the time and effort we spend on providing them.

Plans and Services

Monthly Accounting & Review of Financial Results
Bank Reconciliations & Month End Closed
Review AP, AR, Payroll, Expense Tracking
Ongoing Meeting Cadences
Onboarding & Transition
12-Month Forecasting
Cash Flow Management
Planning To ↑Revenue ↑Gross Profit ↑Net Profit ↑Net Worth
Core Tax Planning & Implementation
Quarterly Estimated Payments
Quarterly 1on1 Review Tax Position
Business & Individual Tax Preparation
Paying Bills Through Plooto
Invoicing Clients
Payroll Management
Employee Expense Tracking through Receipt Bank

Month-end Close

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As Needed
4 Weeks

Proactive CFO

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Mounthly
6 Weeks
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CFO Tax Planning

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Monthly, Quarterly
8 Weeks
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CFO Tax Planning Transactions

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Bi-Monthly
8 Weeks
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Month-end Close

  • Monthly Accounting & Review of Financial Results
  • Bank Reconciliations & Month End Closed
  • Review AP, AR, Payroll, Expense Tracking
  • Ongoing Meeting Cadences – As Needed
  • Onboarding & Transition – 4 Weeks

Proactive CFO

  • 12-Month Forecasting
  • Cash Flow Management
  • Planning To ↑Revenue ↑Gross Profit ↑Net Profit ↑Net Worth
  • Ongoing Meeting Cadences – Monthly
  • Onboarding & Transition – 6 Week
  • ➕ All items mentioned on “Month-end Close”

CFO Tax Planning

  • Core Tax Planning & Implementation
  • Quarterly Estimated Payments
  • Quarterly 1on1 Review Tax Position
  • Business & Individual Tax Preparation
  • Ongoing Meeting Cadences – Monthly / Quarterly
  • Onboarding & Transition – 8 Weeks
  • ➕ All items mentioned on “Month-end Close”
  • ➕ All items mentioned on “Proactive CFO”

CFO Tax Planning Transaction

  • Paying Bills Through Plooto
  • Invoicing Clients
  • Payroll Management
  • Employee Expense Tracking through Receipt Bank
  • Ongoing Meeting Cadences – Bi-Monthly
  • Onboarding & Transition – 8 Weeks
  • ➕ All items mentioned on “Month-end Close”
  • ➕ All items mentioned on “Proactive CFO”
  • ➕ All items mentioned on “CFO Tax Planning”