Essentials

Who It’s For: Business owners who want some extra peace of mind while remaining hands on

Compliance Services:

• Quarterly Transaction Categorization
• Quarterly Account Reconciliation
• Quarterly Financial Reporting

Advisory Services:

• Budget Creation
• Federal Income Tax Estimation

Access & Support:

• Annual Strategic Planning Meeting
• 72 hr response time (Email/Phone)



Terms:

• 12 month contract

Additional Options:

• Payroll ($150/mo + $25 per employee)
• Out of Scope Requests ($395/hr)
• Tax Preparation (Business and Personal Income) - Call for pricing

Premier

Who It’s For: Business owners who need real-time data to grow their business

Compliance Services:

• Monthly Transaction Categorization
• Monthly Account Reconciliation
• Monthly Financial Reporting

Advisory Services:

• Budget Creation
• Federal Income Tax Estimation

Access & Support:

• Quarterly Strategic Planning Meeting
• 48 hr response time (Email/Phone)
• 5 hours of IRS Notice & Audit Support



Terms:

• No contract - 90 day Notice to Cancel

Additional Options:

• Payroll ($150/mo + $25 per employee)
• Out of Scope Requests ($295/hr)
• Tax Preparation (Business and Personal Income) - Call for pricing

Advanced

Who It’s For: Business owners who need CFO services to support their growth

Compliance Services:

• Weekly Transaction Categorization
• Weekly Account Reconciliation
• Weekly Financial Reporting

Advisory Services:

• Budget Creation
• Federal Income Tax Estimation
• Cash Flow Forecasting
• ProActive Tax Planning

Access & Support:

• Monthly Strategic Planning Meeting
• 24 hr response time (Email/Phone)
• 10 hours of IRS Notice & Audit Support



Terms:

• No contract - Cancel Anytime

Additional Options:

• Payroll ($150/mo + $25 per employee)
• Out of Scope Requests - 10 hours included per year then $195/hr
• Tax Preparation (Business and Personal Income) - Call for pricing