Simple, transparent pricing for all your business needs
Our Pricing
Plus
Premium bookkeeping solutions crafted for mature and growing businesses wanting expert financial guidance
Monthly Investment
$975
Core
Advanced bookkeeping solutions for established or growing small to medium businesses seeking to optimize operations
Monthly Investment
$675
Lite
Essential bookkeeping solutions designed for emerging start-ups & small businesses that need foundational support
Monthly Investment
$475
Paperless Accrual Bookkeeping
Tax Ready Financial Statements
Dedicated Bookkeeper
- Weekly
- Monthly
- Monthly
Know Your Numbers Financial Report
- Standard Monthly
- PDF Report
- Loom Video Analysis
- Standard Monthly
- PDF Report
- Loom Video Analysis
- Standard Monthly
- PDF Report
Quarterly Financial Health Check Calls
KPI Reporting & Alerts
SUPPORT
Bookkeeping Support
- Unlimited calls & text per month
- Unlimited calls & emails per month
- Unlimited emails per month
Response Time
- 2 business day
- 3 business day
- 4 business day
Technology
Payroll Services
- Add-On
- Add-On
- Add-On
Sales Tax Filing
- Add-On
- Add-On
- Add-On
Bill Pay Services
- Add-On
- Add-On
- Add-On
Invoicing & Cash Collection
- Add-On
- Add-On
- Add-On
1099 Filing
- Add-On
- Add-On
- Add-On
Plus
Established businesses in complex industries who require detailed, proactive financial management and strategic advice to navigate challenges and seize opportunities.
Monthly Investment
$3,075
Core
Growing businesses that need robust bookkeeping and strategic financial support to streamline their operations and facilitate growth.
Monthly Investment
$2,075
Lite
Emerging and small enterprises seeking essential bookkeeping and reporting to ensure financial accuracy and compliance.
Monthly Investment
$1,075
Setup fee
- 1x monthly fees
- 1x monthly fees
- 1x monthly fees
Services
Dedicated Finance Team of 3
Paperless Accrual Bookkeeping
Tax Ready Financial Statements
Financial Health Check Calls
- Monthly
- Quarterly
- Annually
Know Your Numbers Financial Report
- Standard Monthly
- PDF Report
- Loom Video Analysis
- Standard Monthly
- PDF Report
- Loom Video Analysis
- Standard Monthly
- PDF Report
- Loom Video Analysis
KPI Reporting & Alerts
- Up to 30 KPIs
- Up to 20 KPIs
- Up to 10 KPIs
Annual Budget Preparation
Budget vs Actual Reporting
Tax Return
Tax Planning
- Add-On
Job / Project Profitability Analysis
- Add-On
Cash Flow Forecasting
- Add-On
Spend Management
- Add-On
Accounts Receivables Automation
- 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
Optional Services
Payroll Services
- Add-On
- Add-On
- Add-On
Bill Pay Services
- Add-On
- Add-On
- Add-On
Invoicing & Cash Collection
- Add-On
- Add-On
- Add-On
Sales Tax Filing
- Add-On
- Add-On
- Add-On
1099 Filing
- Add-On
- Add-On
- Add-On
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
$8,995
CFO Edge
Tailored for growing businesses in need of a deeper forward looking dive into financial strategies, analytics, and growth planning
Monthly Investment
$4,995
CFO Core
For startups and SMEs looking for foundational CFO insights to shape their financial path
Monthly Investment
$2,995
Setup fee
- 1x monthly fees
- 1x monthly fees
- 1x monthly fees
CFO Services
10-Step Business Profit Improvement Roadmap
Financial Health Check & Performance Review
12 Drivers of Profit & Cash Flow Scorecard
CFO Action Plan
Know Your Numbers Financial Report
- Custom Monthly
- PDF Report
- Video Analysis
- Custom Monthly
- PDF Report
- Video Analysis
- Standard Monthly
- PDF Report
- Video Analysis
CFO Business Planning & Strategy Calls
- 4x meetings per month
- 2x meetings per month
- 1x meetings per month
Controller Services
Dedicated Finance Team
- Team of Four
- Add-On
- Add-On
Accurate Monthly Books
Budgeting & Forecasting
- Annual Budget
- Monthly Forecast Updates
- Annual Budget
- Quarterly Forecast Updates
Budget vs Actual Reporting
Technology Needs Assessment & Software Recommendations
Profitability Analysis
- Add-On
- Add-On
Proactive Cash Flow Monitoring & Forecasting
- Add-On
- Add-On
Bank Relationships
- Add-On
- Add-On
Paperless Accrual Bookkeeping
- 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
Optional Services
Payroll Services
- Add-On
- Add-On
- Add-On
Bill Pay Services
- Add-On
- Add-On
- Add-On
Invoicing & Cash Collection Services
- Add-On
- Add-On
- Add-On
Sales Tax Filing
- Add-On
- Add-On
- Add-On
1099 Filing
- Add-On
- Add-On
- Add-On
Tax Return Preparation and Planning
- Add-On
- Add-On
- Add-On
Software Implementation, Data Migration & Training
- Add-On
- Add-On
- Add-On
Dedicated Ongoing Technology Support
- Add-On
- Add-On
- Add-On
Elite
The ultimate package for established businesses or high-net-worth individuals, providing advanced tax planning, management, and personalized strategies
Annual 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
Annual Investment
$3,600
Basic
Perfect for individuals, sole proprietors and single-member LLCs, offering straightforward tax preparation and e-filing for a hassle-free tax season
Annual Investment
$2,400
Business Tax Return
Individual Tax Return
Federal & State Tax Return
Audit Support
Tax Planning Calls
- 4x per year
- 2x per year
1099 Filings
- 20
- 10
- Add-On
Annual Support
- Email, Phone & Text Support
- Email & Phone 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
Controller Pricing
Plus
Established businesses in complex industries who require detailed, proactive financial management and strategic advice to navigate challenges and seize opportunities.
Monthly Investment from
$3,075
- Setup fee : 1 Month
- Dedicated Finance Team of 3
- Paperless Accrual Bookkeeping
- Tax Ready Financial Statements
- Financial Health Check Calls - Monthly
- Know Your Numbers Financial Report : Custom Monthly PDF Report + Video Analysis
- KPI Reporting & Alerts : Up to 30 KPIs
- Annual Budget Preparation
- Budget vs Actual Reporting
- Tax Return
- Tax Planning
- Job / Project Profitability Analysis
- Cash Flow Forecasting
Support
- Bookkeeping Support : Unlimited calls & text / month
- Response Time : 1 business day
Optional Services
- Payroll Services : Add-on
- Bill Pay Services : Add-on
- Sales Tax Filing : Add-on
- 1099 Filing : Add-on
Core
Growing businesses that need robust bookkeeping and strategic financial support to streamline their operations and facilitate growth.
Monthly Investment from
$2,075
- Setup fee : 1 Month
- Dedicated Finance Team of 3
- Paperless Accrual Bookkeeping
- Tax Ready Financial Statements
- Financial Health Check Calls - Quarterly
- Know Your Numbers Financial Report : Standard Monthly PDF Report + Video Analysis
- KPI Reporting & Alerts : Up to 20 KPIs
- Annual Budget Preparation
- Budget vs Actual Reporting
- Tax Return
- Tax Planning : Add-on
- Job / Project Profitability Analysis : Add-on
- Cash Flow Forecasting : Add-on
Support
- Bookkeeping Support : Unlimited calls / month
- Response Time : 2 business day
Optional Services
- Payroll Services : Add-on
- Bill Pay Services : Add-on
- Sales Tax Filing : Add-on
- 1099 Filing : Add-on
Lite
Emerging and small enterprises seeking essential bookkeeping and reporting to ensure financial accuracy and compliance.
Monthly Investment from
$1,075
- Setup fee : 1 Month
- Dedicated Finance Team of 3
- Paperless Accrual Bookkeeping
- Tax Ready Financial Statements
- Financial Health Check Calls - Monthly
- Know Your Numbers Financial Report : Custom Monthly PDF Report + Video Analysis
- KPI Reporting & Alerts : Up to 30 KPIs
- Annual Budget Preparation
- Budget vs Actual Reporting
- Tax Return
- Tax Planning
- Job / Project Profitability Analysis
- Cash Flow Forecasting
Support
- Bookkeeping Support : Unlimited calls & text / month
- Response Time : 1 business day
Optional Services
- Payroll Services : Add-on
- Bill Pay Services : Add-on
- Sales Tax Filing : Add-on
- 1099 Filing : Add-on
CFO Services Pricing
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 from
$8,995
- Setup fee : 1x monthly fees
- Strategic Business Assessment
- 10-Step Business Profit Improvement Roadmap
- Financial Health Check & Performance Review
- KPI Reporting & Alerts : Up to 50 KPIs
- Know Your Numbers Financial Report : Custom Monthly PDF Report + Video Analysis
- CFO Business Planning & Strategy Calls : 4x meetings per month
- Dedicated Finance Team : Team of Four
Controller Services
- Accurate Monthly Books
- Budgeting & Forecasting : Annual Budget + Monthly Forecast Updates
- Budget vs Actual Reporting
- Technology Needs Assessment & Software Recommendations
- Profitability Analysis
- Proactive Cash Flow Monitoring & Forecasting
- Bank Relationships
- Paperless Accrual Bookkeeping
Support
- Response Time : Same day
- CFO Support : Unlimited calls & text / month
- Tech Support : 4 emails / month
Optional Services
- Payroll Services : Add-on
- Bill Pay Services : Add-on
- Invoicing & Cash Collection Services : Add-on
- Sales Tax Filing : Add-on
- 1099 Filing : Add-on
- Tax Return Preparation and Planning : Add-on
- Software Implementation, Data Migration & Training : Add-on
- Dedicated Ongoing Technology Support : Add-on
CFO Edge
Tailored for growing businesses in need of a deeper forward looking dive into financial strategies, analytics, and growth planning.
Monthly Investment from
$4,495
- Setup fee : 1 Month
- Technology Needs Assessment & Software Recommendations
- Dedicated Finance Team of Four
- 10-Step Business Profit Improvement Roadmap
- KPI Reporting & Alerts : Up to 50 KPIs
- Know Your Numbers Financial Report : Standard Monthly PDF Report + Video Analysis
- Financial Health Check & Business Strategy Calls : 2x meetings per month
- Budgeting & Forecasting : Annual Budget + Quarterly Forecast Updates
- Budget vs Actual Reporting
- 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
Support
- Response Time : 2 business days
- CFO Support : Unlimited calls / month
- Tech Support
Optional Services
- Payroll : Add-on
- Bill Pay : Add-on
- Sales Tax Filing : Add-on
- 1099 Filing : Add-on
CFO Core
For startups and SMEs looking for foundational CFO insights to shape their financial path.
Monthly Investment from
$2,495
- Setup fee : 1 Month
- Technology Needs Assessment & Software Recommendations
- Dedicated Finance Team of Four
- 10-Step Business Profit Improvement Roadmap
- KPI Reporting & Alerts : Up to 50 KPIs
- Know Your Numbers Financial Report : Bespoke Monthly PDF Report + Video Analysis
- Financial Health Check & Business Strategy Calls : 4x meetings per month
- Budgeting & Forecasting : Add-on
- Budget vs Actual Reporting : Add-on
- Software Implementation, Data Migration & Training
- Job / Project Profitability Analysis
- Customer / Location / Service Profitability Analysis
- Proactive Cash Flow Monitoring
- Bank Relationships
- Dedicated Ongoing Technology Support
- Bookkeeping : Add-on
Support
- Response Time : 3 business days
- CFO Support : 4 emails / month
- Tech Support
Optional Services
- Payroll : Add-on
- Bill Pay : Add-on
- Sales Tax Filing : Add-on
- 1099 Filing : Add-on
Bookkeeping Pricing
Plus
Premium bookkeeping solutions crafted for mature and growing businesses wanting expert financial guidance.
Monthly Investment from
Request Quote
- Paperless Accrual Bookkeeping
- Tax Ready Financial Statements
- Know Your Numbers Financial Report : Standard Monthly PDF Report + Loom Video Analysis
- KPI Reporting & Alerts : Up to 15 KPIs
- Payroll Services
- Bill Pay Services
- Invoicing & Cash Collection Services
- Sales Tax Filing
Support
- Bookkeeping Support : Unlimited calls & text / month
- Response Time : 2 business day
Core
Advanced bookkeeping solutions for established or growing small to medium businesses seeking to optimize operations.
Monthly Investment from
Request Quote
- Paperless Accrual Bookkeeping
- Tax Ready Financial Statements
- Know Your Numbers Financial Report : Standard Monthly PDF Report + Loom Video Analysis
- KPI Reporting & Alerts : Up to 10 KPIs
- Payroll Services
- Bill Pay Services
- Invoicing & Cash Collection Services
- Sales Tax Filing
Support
- Bookkeeping Support : Unlimited calls & emails / month
- Response Time : 2 business day
Lite
Premium bookkeeping solutions crafted for mature and growing businesses wanting expert financial guidance.
Monthly Investment from
$675
- Paperless Accrual Bookkeeping
- Tax Ready Financial Statements
- Know Your Numbers Financial Report : Standard Monthly PDF Report + Loom Video Analysis
- KPI Reporting & Alerts : Up to 5 KPIs
- Payroll Services
- Bill Pay Services
- Invoicing & Cash Collection Services
- Sales Tax Filing
Support
- Bookkeeping Support : Unlimited emails / month
- Response Time : 4 business day
Tax Pricing
Elite
The ultimate package for established businesses or high-net-worth individuals, providing advanced tax planning, management, and personalized strategies.
Annual Investment starting at
$6,000
- Business Tax Return
- Individual Tax Return
- Federal & State Tax Return
- Audit Support
- Tax Planning Calls : 4x per year
- 1099 Filings : 20
- Annual Support : Email, Phone & Text Support
- Response Time : 24 hours
- Payment Method : Monthly w/CFO subscription
- Sales Tax Filings : Add-on
Pro
Aimed at small to medium-sized businesses or those with more complex tax needs, including comprehensive tax preparation, strategic planning, and audit support.
Annual Investment starting at
$3,600
- Business Tax Return
- Individual Tax Return
- Federal & State Tax Return
- Audit Support
- Tax Planning Calls : 2x per year
- 1099 Filings : 10
- Annual Support : Email & Phone Support
- Response Time : 48 hours
- Payment Method : Monthly w/CFO subscription
- Sales Tax Filings : Add-on
Elite
Perfect for individuals, sole proprietors and single-member LLCs, offering straightforward tax preparation and e-filing for a hassle-free tax season.
Annual Investment starting at
$2,400
- Business Tax Return
- Individual Tax Return
- Federal & State Tax Return
- Audit Support
- Tax Planning Calls : 4x per year
- 1099 Filings : Add-on
- Annual Support : Email Support
- Response Time : 72 hours
- Payment Method : Payment in advance
- Sales Tax Filings : Add-on
Why We’re Different?
Expertise in Specialized Industries
We specialize in law firms, professional services, and small businesses, offering bespoke bookkeeping, tax, technology and financial strategies. Our industry-specific expertise ensures your business navigates complex financial landscapes with precision and ease.
Fixed Pricing, Unlimited Growth
Embrace financial clarity with our fixed pricing model. This approach guarantees no surprises, allowing you to plan and invest in your business’s growth confidently, knowing your financial management is in expert hands.
Strategic Financial Guidance & Coaching
Beyond traditional bookkeeping, we offer CFO services, tax planning and tech consulting to streamline your business operations and generate more financial wealth. This holistic approach ensures you’re not just surviving financially but thriving, with cutting-edge advice and support.
Hear from our satisfied clients
![](https://cfolifeline.com/wp-content/uploads/2024/03/Patrice-Wallace.png)
![](https://cfolifeline.com/wp-content/uploads/2024/03/Dave-Jacob.png)
![](https://cfolifeline.com/wp-content/uploads/2024/03/Dale-Montrose.png)
Frequently Asked Questions
Our prices are determined based on the complexity and volume of your transactions, as well as the level of service and support you choose. We strive to provide options that fit a variety of business sizes and needs. Please see our pricing guide above for more information.
Yes, we do charge a setup fee, which is equivalent to one month’s professional fees for the selected service package.
We accept all major credit cards and ACH payments. All payments are automatically billed and applied to your payment method on file at the beginning of each month.
Yes, there are additional fees for credit card payments at 2.9%, while ACH payments are free.
Yes, our services have a minimum contract period of 12 months. The contract is renewed every year. You can cancel your subscription at any time with a 3-month notice period.
Each service package includes a defined set of bookkeeping tasks such as transaction recording, financial statement preparation, bill pay services, payroll, and various levels of customer support. Detailed information about what is included in each package can be found in the pricing section under the various service packages we offer, which include bookkeeping, tax, and CFO services.
Our customer support team is available to answer any additional questions you may have. You can contact us via email and live chat during business hours.
Clients can add à la carte service options to any particular service package to meet their specific needs. Please contact us if you would like to discuss further.
You can communicate with your bookkeeper via email, video calls, or text, or through our secure client portal, depending on the support level in your chosen service package.
You will receive standard financial reports such as balance sheets, income statements, cash flow statements, as well as receivables and payables reports. We typically provide these monthly, but we can adjust the frequency based on your needs.
While we specialize within the niches of law firms, professional service firms, and small businesses, we do cater to a wide range of industries. Feel free to reach out to our Customer Support Team if you have any specific needs you would like to discuss.
We offer a free initial consultation to assess your business needs and help you select the plan that’s right for you. Schedule a meeting with our experts.
Our onboarding process varies depending on the type of service package taken. For bookkeeping packages, it’s on average 4-6 weeks, while for CFO packages, it’s 10-12 weeks.
Currently, we support integration with two popular accounting systems: Xero and QuickBooks Online. These are the only two platforms we support.
We take your privacy seriously. All client information is kept confidential and secure according to industry standards. Please review our privacy policy on our website.
The frequency of our financial review and health check-up calls depends on the service package chosen. This can include semi-annually, quarterly, or monthly for bookkeeping packages. For CFO packages, we review your financial health at least once a month.
Each client is provided with a dedicated accounting team consisting of a client bookkeeper, a controller, and a CFO. This team-of-three approach ensures comprehensive support and expertise.
We respond to all client queries based on the support level within the package, which can range from 1 to 4 business days. Please see the support section of each package for more detailed information.
In most cases, yes. We can integrate with several popular payroll systems. Please provide us with details of your current system, and we’ll work out a solution tailored for you.