Services

Concierge Bookkeeping

Starting at $500/month

Includes:

  • Initial Books Review

  • Bookkeeping & Monthly Financial Reports

  • Annual Tax Reporting Package

  • Email Support

CFO Services

Starting at $850/month

Includes:

  • Initial Review

  • Bookkeeping & Monthly Financial Reports

  • Monthly Video Overview of Financial Reports

  • Annual Tax Reporting Package

  • Quarterly Strategy Meeting

  • Cashflow Oversight

  • Forecasting

Optional Add-ons

Price varies

Optional add-ons include:

  • Preparation of 1099 NECs for contractors

  • Books Catch Up/Clean Up

  • QBO Setup and Training

  • Budget Building

Not sure which service level is right for you? Let’s chat!