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)
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
- DELIVERY SPEED
- Standard Lane
- BOOKKEEPING & PROCESS AUTOMATION
- Relay Financial + Profit First Method
- Xero Subscription
- Bookkeeping Q&A (Unlimited)
- Bookkeeping (Monthly)
- TAX COMPLIANCE
- Business & Personal Income Tax Returns
- Quarterly Estimates
- Tax Planning (1 time per year)
- FRACTIONAL CFO
- Business Status Check-ins (Quarterly)
- Business Review (Semi-Annual)
- Financial Meetings (Semi-Annual)
GROW
Ideal for organizations that
are looking to grow
- DELIVERY SPEED
- Premier Lane
- BOOKKEEPING & PROCESS AUTOMATION
- Relay Financial + Profit First Method
- Xero + MarginEdge Subscription
- Bookkeeping Q&A (Unlimited)
- Bookkeeping (Weekly)
- Bookkeeping Catch-Up Work
- TAX COMPLIANCE
- Business & Personal Income Tax Returns
- Quarterly Estimates
- Tax Planning (2 times per year)
- FRACTIONAL CFO
- Business Status Check-ins (Monthly)
- Business Review (Quarterly)
- Financial Meetings (Quarterly)
EXPAND
Ideal for organizations looking to
expand their business model
- DELIVERY SPEED
- Concierge Lane
- BOOKKEEPING & PROCESS AUTOMATION
- Relay Financial + Profit First Method
- Xero + MarginEdge + Bill Subscription
- Bookkeeping Q&A (Unlimited)
- Bookkeeping (Weekly)
- Bookkeeping Catch-Up Work
- TAX COMPLIANCE
- Business & Personal Income Tax Returns
- Quarterly Estimates
- Tax Planning (4 times per year)
- FRACTIONAL CFO
- Business Status Check-ins (Weekly)
- Business Review (Monthly)
- Financial Meetings (Monthly)
- Lending Power Scorecard (Annual)
We offer additional services that can be added to any plan level
ADD-ONS
- PAYROLL SERVICES
- OUTSOURCED PAYABLES
- OUTSOURCED RECEIVABLES
ADD-ONS
- SALES TAX
- 1099 PROCESSING
ADD-ONS
- CASH FLOW FORECASTING
- BUDGET VS ACTUAL
- BUSINESS PLANNING HEALTH CHECK
- FINANCIAL HEALTH SCORECARD
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.
Right after the 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 60-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.