Plus
Premium bookkeeping solutions crafted for elite professional firms & small businesses wanting expert financial guidance.
Monthly Investment
$2,475
Core
Advanced bookkeeping solutions for established professional firms & small businesses seeking to optimise operations.
Monthly Investment
$1,475
Lite
Essential bookkeeping solutions designed for emerging professional firms & small businesses that need foundational support.
Monthly Investment
$675
Dedicated Finance Team of Three
Paperless Accrual Bookkeeping
Tax Ready Financial Statements
Know Your Numbers Financial Report
- Standard Monthly
- PDF Report
- Zoom Meeting
- Standard Monthly
- PDF Report
- Loom Video Analysis
- Standard Monthly
- PDF Report
Financial Review & Health Check Calls
- Monthly
- Quarterly
- Annual
KPI Reporting & Alerts
- Up to 30 KPIs
- Up to 20 KPIs
- Add-On
Payroll Services
Bill Pay Services
Job Costing & Tracking
- Add-On
Invoicing & Cash Collection Services
- Add-On
Sales Tax Filing
- Add-On
SUPPORT
Bookkeeping Support
- Unlimited calls & text per month
- Unlimited calls & emails per month
- Unlimited emails per month
Response Time
- 1 business day
- 2 business day
- 4 business day
Technology
Xero
Dext
Relay Pro
Gusto
Chaser
Avalara
Plus
Premium bookkeeping solutions crafted for elite professional firms wanting expert financial guidance.
Monthly Investment
$4,975
Core
Advanced bookkeeping solutions for established professional firms & small businesses seeking to optimise operations.
Monthly Investment
$2,975
Lite
Essential bookkeeping solutions designed for emerging professional firms & small businesses that need foundational support.
Monthly Investment
$1,975
Dedicated Finance Team of 3
Paperless Accrual Bookkeeping
Tax Ready Financial Statements
Financial Health Check Calls
- 2x calls
- per month
- 1x call
- per month
- 1x call
- per month
Know Your Numbers Financial Report
- Custom Monthly
- PDF Report
- Video Analysis
- Standard Monthly
- PDF Report
- Video Analysis
- Custom Monthly
- PDF Report
- Video Analysis
KPI Reporting & Alerts
- Up to 30 KPIs
- Up to 20 KPIs
- Up to 10 KPIs
Budgeting & Forecasting
- Annual Budget
- Monthly Forecast Updates
- Annual Budget
- Quarterly Forecast Updates
Budget vs Actual Reporting
Profitability Analysis by Project or Job
- Add-On
Profitability Analysis by Location and Service
- Add-On
Accounting SOP Documentation & Internal Control
- Add-On
SUPPORT
Bookkeeping Support
- Unlimited calls & text per month
- Unlimited calls & emails per month
- Unlimited emails per month
Response Time
- 1 business day
- 2 business day
- 4 business day
Technology
Xero / QBO
Dext
Relay Pro
CFO Peak
Premium CFO services aimed at growing or mature businesses wanting end-to-end CFO support for strategic insights, data driven decisions and operational efficiency
Monthly Investment
$7,495
CFO Edge
Tailored for growing businesses in need of a deeper forward looking dive into financial strategies, analytics, and growth planning
Monthly Investment
$4,495
CFO Core
For startups and SMEs looking for foundational CFO inisghts to shape their financial path
Monthly Investment
$2,495
Setup fee
- 1x monthly fees
- 1x monthly fees
- 1x monthly fees
Technology Needs Assessment & Software Recommendations
Dedicated Finance Team of Four
10-Step Business Profit Improvement Strategy
KPI Reporting & Alerts
- Up to 50 KPIs
- Up to 30 KPIs
- Up to 20 KPIs
Know Your Numbers Financial Report
- Bespoke Monthly
- PDF Report
- Video Analysis
- Standard Monthly
- PDF Report
- Video Analysis
- Standard Monthly
- PDF Report
- Video Analysis
Financial Health Check & Business Strategy Calls
- 4x meetings
- per month
- 2x meetings
- per month
- 1x meetings
- per month
Budgeting & Forecasting
- Annual Budget
- Monthly Forecast Updates
- Annual Budget
- Quarterly Forecast Updates
- Add-On
Budget vs Actual Reporting
- Add-On
Software Implementation, Data Migration & Training
Job / Project Profitability Analysis
Customer / Location / Service Profitability Analysis
- Add-On
Proactive Cash Flow Monitoring
- Add-On
Bank Relationships
- Add-On
Dedicated Ongoing Technology Support
- Add-On
Bookkeeping
- Add-On
- Add-On
- Add-On
SUPPORT
Response Time
- Same day
- 2 business days
- 3 business days
CFO Support
- Unlimited calls & text
- per month
- Unlimited calls
- per month
- 4 emails
- per month
Tech Support
- 4 emails
- per month
Add-ons
- Bill Pay
- Payroll
- Sales Tax Filing
- Tax Returns
Elite
The ultimate package for large businesses or high-net-worth individuals, providing advanced tax planning and management, and personalized strategies
Monthly Investment
$6,000
Pro
Aimed at small to medium-sized businesses or those with more complex tax needs, including comprehensive tax preparation, strategic planning, and audit support
Monthly Investment
$3,600
Basic
Perfect for individuals and sole proprietors, offering straightforward tax preparation and e-filing for a hassle-free tax season
Monthly Investment
$2,400
Client Portal
Business Tax Return
Individual Tax Retrun
Federal & State Tax Return
Audit Support
Tax Planning Calls
- 4x per year
- 2x per year
1099 Filings
- 20
- 10
Annual Support
- Call
- Text Support
- Call Support
- Email Support
Response Time
- 24 hours
- 48 hours
- 72 hours
Payment Method
- Monthly w/ CFO subscription
- Monthly w/ CFO subscription
- Payment in advance
Sales Tax Filings
- Add-On
- Add-On
- Add-On