Everything your business needs under one roof

We offer several fixed fee plans designed for the size and stage of your business

LAUNCH

Ideal for organizations that
just need the basics

  • AUTOMATE BOOKKEEPING
    • Xero + Dext Subscription
    • Software Integrations
  • COMMUNICATE 1:1
    • Bookkeeping Q&A (Limited)
    • Business Status Check-ins (Quarterly)
  • MINIMIZE TAXES
    • Tax Returns & Quarterly Estimates
    • Tax Planning (1 time per year)
  • SAVE YOU TIME & STRESS
    • Monthly Bookkeeping
    • Internal Financials
    •  
  • REVIEW, DISCUSS, PLAN & GROW
    • Business Review (Annual)
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    •  
    •  
    •  

GROW

Ideal for organizations that
are looking to grow

  • AUTOMATE BOOKKEEPING
    • Xero + Dext Subscription
    • Software Integrations
  • COMMUNICATE 1:1
    • Bookkeeping Q&A (Unlimited)
    • Business Status Check-ins (Monthly)
  • MINIMIZE TAXES
    • Tax Returns & Quarterly Estimates
    • Tax Planning (2 times per year)
  • SAVE YOU TIME & STRESS
    • Monthly Bookkeeping
    • Internal Financials 
    •  
  • REVIEW, DISCUSS, PLAN & GROW
    • Business Review (Quarterly)
    • Budget vs Actual (Quarterly)
    • Cash Flow Analysis (Quarterly)
    •  
    •  

EXPAND

Ideal for organizations looking to
expand their business model

  • AUTOMATE BOOKKEEPING
    • Xero + Dext Subscription
    • Software Integrations
  • COMMUNICATE 1:1
    • Bookkeeping Q&A (Unlimited)
    • Business Status Check-ins (Bi-Weekly)
  • MINIMIZE TAXES
    • Tax Returns & Quarterly Estimates
    • Tax Planning (4 times per year)
  • SAVE YOU TIME & STRESS
    • Monthly Bookkeeping
    • Internal Financials
    • Cash Flow Monitoring (Monthly)
  • REVIEW, DISCUSS, PLAN & GROW
    • Business Review (Monthly)
    • Budget vs Actual (Monthly)
    • Cash Flow Analysis (Monthly)
    • Lending Power Scorecard 
    • Financial Health Scorecard

LAUNCH

Ideal for organizations that
just need the basics

  • BOOKKEEPING & PROCESS AUTOMATION
    • Xero Subscription
    • Software Integrations & Training
    • Weekly Bookkeeping
    • Bookkeeping Q&A (Limited)
  • TAX COMPLIANCE
    • Business & Personal Income Tax Returns
    • Quarterly Estimates
    • Tax Planning (1 time per year)
  • DELIVERY SPEED
    • Standard Lane 
  • FRACTIONAL CFO
    • Business Review (Annual)

GROW

Ideal for organizations that
are looking to grow

  • BOOKKEEPING & PROCESS AUTOMATION
    • Xero + Bill or MarginEdge Subscription
    • Software Integrations & Training
    • Weekly Bookkeeping
    • Bookkeeping Q&A (Unlimited)
  • TAX COMPLIANCE
    • Business & Personal Income Tax Returns
    • Quarterly Estimates
    • Tax Planning (2 times per year)
  • DELIVERY SPEED
    • Premier Lane 
  • FRACTiONAL CFO
    • Business Review (Quarterly)
    • Business Status Check-ins (Monthly)
    • Budget vs Actual (Quarterly)

EXPAND

Ideal for organizations looking to
expand their business model

  • BOOKKEEPING & PROCESS AUTOMATION
    • Xero + Bill or MarginEdge Subscription
    • Software Integrations & Training
    • Weekly Bookkeeping
    • Bookkeeping Q&A (Unlimited)
  • TAX COMPLIANCE
    • Business & Personal Income Tax Returns
    • Quarterly Estimates
    • Tax Planning (4 times per year)
  • DELIVERY SPEED
    • Concierge Lane 
  • FRACTIONAL CFO
    • Business Review (Monthly)
    • Business Status Check-ins (Bi-Weekly)
    • Budget vs Actual (Monthly)
    • Cash Flow Forecast (Quarterly)
    • Lending Power Scorecard (Annual)
    • Financial Health Scorecard (Annual)

We offer additional services that can be added to any plan level

ADD-ONS

ACCOUNTING
  • PAYROLL SERVICES
  • OUTSOURCED PAYABLES
  • OUTSOURCED RECEIVABLES

ADD-ONS

TAX COMPLIANCE
  • SALES TAX
  • 1099 PROCESSING
  •  

ADD-ONS

FRACTIONAL CFO
  • CASH FLOW FORECASTING
  • CUSTOM KPIS
  • BUSINESS PLANNING HEALTH CHECK
  • FINANCIAL HEALTH SCORECARD
  • BANK LOAN CONSULTING

Questions?

No worries!  Once we get to know your business and goals during the discovery call, we will share a 3 option service plan that is tailored to your specific needs

You will hear from one of our owners, within one business day, to schedule a discovery call. During that call, we’ll be eager to get to know more about you and your goals and to share more about our unique approach to help you and your business.

Within several days of the discovery meeting you will receive an invite to schedule the proposal options call.  During that call we will walk you through your 3 customized pricing options, demo some of the software solutions we will be recommending, and address any questions or feedback you may have.

 

We instrument long term strategies that set the growth path for your business.  Executing those strategies is ongoing, therefore all of our engagements are annual subscription contracts, with a 30-day notice period to cancel or update the contract.

Being a virtual firm actually makes us connect more frequently to our clients than in our past experiences in non-virtual firms.

We will spend the most of our time communicating and connecting via email, texts, phone calls, Zoom and Google Meet video calls.

Even though we are a virtual firm, from time to time we will travel out to have in person meetings with our clients based on the subscription level we agree to.