CFO Lifeline

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

from

$975

Core

Advanced bookkeeping solutions for established or growing small to medium businesses seeking to optimize operations

Monthly Investment

from

$675

Lite

Essential bookkeeping solutions designed for emerging start-ups & small businesses that need foundational support

Monthly Investment

from

$475

Paperless Accrual Bookkeeping
Tax Ready Financial Statements
Know Your Numbers Financial Report
KPI Reporting & Alerts
Payroll Services
Bill Pay Services
Invoicing & Cash Collection Services
Sales Tax Filing
SUPPORT
Bookkeeping Support
Response Time
Technology
Xero
Dext
Relay Pro
Gusto
Chaser
Avalara

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

Core

Growing businesses that need robust bookkeeping and strategic financial support to streamline their operations and facilitate growth.

Monthly Investment

from

$2,075

Lite

Emerging and small enterprises seeking essential bookkeeping and reporting to ensure financial accuracy and compliance.

Monthly Investment

from

$1,075

Setup fee
Dedicated Finance Team of 3
Paperless Accrual Bookkeeping
Tax Ready Financial Statements
Financial Health Check Calls
Know Your Numbers Financial Report
KPI Reporting & Alerts
Annual Budget Preparation
Budget vs Actual Reporting
Tax Return
Tax Planning
Job / Project Profitability Analysis
Cash Flow Forecasting
SUPPORT
Bookkeeping Support
Response Time
Optional Services
Payroll Services
Bill Pay Services
Sales Tax Filing
1099 Filing

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

$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

from

$4,495

CFO Core

For startups and SMEs looking for foundational CFO insights to shape their financial path

Monthly Investment

from

$2,495

Setup fee
Technology Needs Assessment & Software Recommendations
Dedicated Finance Team of Four
10-Step Business Profit Improvement Strategy
KPI Reporting & Alerts
Know Your Numbers Financial Report
Financial Health Check & Business Strategy Calls
Budgeting & Forecasting
Budget vs Actual Reporting
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
SUPPORT
Response Time
CFO Support
Tech Support
Optional Services
Payroll Services
Bill Pay Services
Sales Tax Filing
1099 Filing

Elite

The ultimate package for established businesses or high-net-worth individuals, providing advanced tax planning, management, and personalized strategies

Annual Investment

from

$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

from

$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

from

$2,400

Client Portal
Business Tax Return
Individual Tax Retrun
Federal & State Tax Return
Audit Support
Tax Planning Calls
1099 Filings
Annual Support
Response Time
Payment Method
Sales Tax Filings

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

Support

Optional Services

Core

Growing businesses that need robust bookkeeping and strategic financial support to streamline their operations and facilitate growth.

Monthly Investment from

$2,075

Support

Optional Services

Lite

Emerging and small enterprises seeking essential bookkeeping and reporting to ensure financial accuracy and compliance.

Monthly Investment from

$1,575

Support

Optional Services

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

$7,495

Support

Optional Services

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

Support

Optional Services

CFO Core

For startups and SMEs looking for foundational CFO insights to shape their financial path.

Monthly Investment from

$2,495

Support

Optional Services

Bookkeeping Pricing

Plus

Premium bookkeeping solutions crafted for mature and growing businesses wanting expert financial guidance.

Monthly Investment from

Request Quote

Support

Core

Advanced bookkeeping solutions for established or growing small to medium businesses seeking to optimize operations.

Monthly Investment from

Request Quote

Support

Lite

Premium bookkeeping solutions crafted for mature and growing businesses wanting expert financial guidance.

Monthly Investment from

$675

Support

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

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

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

Why We’re Different?

Expertise in Specialized Industries

Tailored Solutions for Your Unique Business Needs

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

Predictable Costs for Unpredictable Success

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

More Than Just Bookkeeping and Tax Preparation

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

Transitioning from Sage 50 to a cloud accounting system was made seamless by CFO Lifeline. They tackled our backlog of bookkeeping, prepared all the necessary documents for a smooth audit, and now serve as our remote CFO. Their timely monthly financial statements and profitability reports enable us to make data-driven decisions.
Patrice Wallace
Coloured Fin
Working with CFO Lifeline was a huge turning point for our business. Prior to their involvement, we were using a manual desktop-based bookkeeping system, which was a headache to manage. But CFO Lifeline made the shift to a digital, cloud-based system really smooth and easy for us. Now, our financial records are always up-to-date and easy to understand. We can see our financial situation clearly at any time, which helps us make quick, smart decisions for our business. It's been a relief and a big help to have their team handle the complicated stuff, so we can focus more on growing our business.
Dave Jacob
Green Engineering
As a startup law firm, CFO Lifeline was instrumental in setting up our accounting software and maintaining accurate records for tax and decision-making purposes. Their guidance in cash flow management and service pricing was invaluable. We're grateful for their clear, non-technical communication, helping us understand our operational break-even point and price our services effectively.
Dale Montrose
Victorem Law Chambers

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.

Unlock the Full Potential of Your Finances

Start your journey to financial success. Schedule a free consultation to explore our comprehensive bookkeeping, tax, CFO, and tech services. Let's build your future together!
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