Plans and Pricing
Made Simple

Flat fee pricing.
No worrying about up hourly bills.
You get accounting and finance experts help you make managing your business easier.

Choose Your Plan

Basic

$700/mo

Average Pricing

Basic Owners Package

  • No Annual Contract

  • Monthly Accounting

  • Business Tax Return

  • Owners Academy

  • Year-End Tax Planning

  • Personal Tax Return

  • Monthly Financial Statements

  • 1099s

  • W2s

  • State Registration

Starter

$1,500/mo

Average Pricing

Starter Cash Flow Package

  • Basic Plan

  • Quarterly Cash Flow Plan

  • Cash Plan Update Based on Actuals

Gold

$2,500/mo

Average Pricing

Gold Financial Package

  • Starter Plan

  • Gold Plan

  • Quarterly Budget

  • Quarterly Strategy

  • Annual Budget

Platinum

Custom

*Schedule a Call*

Customize Your Plan

  • Basic

  • Starter Plan

  • Gold Plan

  • Monthly CFO Meeting

  • Cash Flow Optimization

  • Vendor Contract Analysis

  • KPI / Metrics Trend Analysis

Implementation — Twice the Monthly Fee

Optimizing your unique financial situation takes a little time. 4-6 weeks to be exact. Our one-time implementation investment allows our team to evaluate your financials in order to make expert recommendations.
More below on what is included.

What do I get?

Dedicated Team of

Leverage a dedicated team of accounting and financial experts that cover the past, present, and future of your business's financial data.

CFO Led Strategy

Your CFO will analyze your data on a monthly, quarterly, or annual basis and develop proactive strategy, so you can make the right financial decisions.

Account Reconciliations

We reconcile your bank accounts, credit cards and electronic transactions into QuickBooks.

Monthly Financial Statements

We prepare your monthly financials by the 20th of each month.

Tax Planning

We proactively plan ahead to make recommendations on the best tax strategies and savings, allowing you to relax. 

Tax Preparation

Your business and personal returns are included. We take care of the tax prep and filing for you. 

Business Advisory

Where should you invest? When should you spend? What should you buy? Avoiding cash flow surprises and tax worries.

Financial Management

Strategic insights: CFO Strategy, Financial Modeling, Budgeting, and Cash Flow Tracking. 

Monthly Accounting Service Pricing Variables

Every business has different monthly accounting needs, so each monthly accounting quote is different. However your customized fee depends on these variables.

The Amount of Work

This analysis focuses on the number of transactions your business has per month.

The Hard is the Work

This can include having multiple locations, loans, legal entities, bank accounts or requiring sales tax help

Compare Plans Starter Gold Platinum
Post, modify, adjust, or correct transactions to the books monthly. Check Check Check
Post, modify, adjust, ot correct transactions to the books weekly. Close Check Check
Monthly reconciliation of all bank accounts, loans, and credit cards (if applicable) Check Check Check
Monthly fixed assets / depreciation update Check Check Check
Standard financial package, including standard key performance indicators, trend reports, and graphical representations. Check Check Check
Weekly quickie cash flow update on projected available funds Check Check Check
Preparation of sales tax return Check Check Check
Preparation of liquor tax return Check Check Check
Preparation of business entity federal and state income tax return Check Check Check
Business tax, tangible property tax, annual report, franchise tax (if applicable) Check Check Check
Preparation of form 1099 (see additional service charges below) Check Check Check
Individual tax and planing Money Money Money
Comprehensive year-end tax planning analysis. Check Check Check
Access to Business Growth Academy Check Check Check
Notice and adult response Money Money Money
Budget creation and annual update Money Money Money

Ads On

You may not need the full suite of services right away, and that’s okay. Our model is built to grow with you as your business needs expend.

Individual, tax & planning

$200 monthly

Strategic tax planning and preparation of a business owner’s individual federal and state tax returns beyond the 1st business owner.

Notice & audit response service

$75 monthly

We represent you in an income tax audit and manage and respond to all IRS and state notice corresponding on your behalf.

Refine Operational Metrics

$3,000 starting one-time fee

Review and design operational metrics to focus on business growth, reduce stress, and help you manage the business more easily.

Business valuation

$4,000 starting one time fee

Unlock your business’s true potential with our business valuation services, an essential tool for understanding your company’s market value.

Quality of earning

$16,000 starting one time fee

Establish and preparation of an annual budget and monthly budget to actual reporting.

Your Pricing Question Answered

  • In addition to our monthly fee, we require a one time-time investment for setup. The implementation fee covers the extra we put into getting your business systems up and running smoothly. Including migrating your data, setting up software integration and ensuring everything is ready to go. The one time investment is typically twice your monthly accounting fee.

  • Absolutely, we understand that your needs evolve as your business grows. You can upgrade or modify your package at any time to ensure it always matches your current needs.

  • Investing in professional accounting services with CFO Accounting not only ensure compliance and accuracy but provides strategic insight that help you minimize tax liabilities, optimize cash flow and make more money. Our clients typically see subtotal savings and growth that far outweigh the cost of our services.

Ready for great accounting and finance help?

Business is complex, but choosing the right accounting and finance partner shouldn't be.
We will help you understand the right path forward for financial clarity and peace of mind.