Monthly Pricing
Essentials
Starts at $2595
Best if you already have an accounting team and ONLY need a CFO. Get expert advice and reports monthly.
- 1x Monthly Advisory meeting to ensure your on track with your money goals.
- Weekly reminder calls / texts if needed on assignments (if applicable)
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- Analyzes the financial statements given to us by your accounting team.
Constant
Starts at $3495
Great if you don’t like numbers and want an accounting and finance team. We fix money leaks fast and ensure your financial success long-term
- 1x Monthly Advisory meeting to ensure your on track with your money goals.
- Monthly Bookkeeping
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- Monthly Financial Statements
- Quarterly Tax Planning
- Dedicated Customer Success Rep
- 48 hour Response Time
- Weekly reminder calls / texts if needed on assignments (if applicable)
Freedom
5% of
Revenue
Best if you want a full accounting/finance team along with creating a memorable customer experience. Min. $2 mm in revenue.
- 1x Monthly Advisory meeting to go ensure your on track with your money goals.
- Monthly Bookkeeping
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- Monthly Financial Statements
- Quarterly Tax Planning
- Dedicated Customer Success Rep
- Same Day Response Time
- Weekly reminder calls / texts if needed on assignments (if applicable)
- Priority scheduling meetings
-
AI Agent:
- Set Up for phone calls and text.
- Ongoing Maintenance *must buy the software needed
-
UX Audit Annually: Website, forms, operations, etc. improving client
experience and accessibility. - If in construction or civil engineering will provide 1-4 landscape or preconstruction drawings if given all specs / data monthly.
*Pricing changes depending on how many monthly transactions.
