Core Compliance & Reporting
$1000 setup +$1500monthly
- • Chart of Accounts setup & organization
- • Monthly bookkeeping (up to 3 accounts)
- • Payroll setup & quarterly filings
- • Basic financial reporting (P&L, Balance Sheet)
- • Year-end review and preparation for tax filing
Strategic Controller Package
$1500 setup +$2500monthly
- • Everything in the Essential Package, plus
- • Budgeting and cash flow forecasting
- • Quarterly financial strategy session
- • Tax planning and estimated tax support
- • QuickBooks or Drake integration training
CFO Advisory & Profit Strategy
$2000 setup + $3000monthly
- • Full accounting and payroll service
- • Business credit and funding readiness review
- • Profit maximization assessment and advisory
- • Compliance and audit preparedness
- • Quarterly CEO dashboard & KPI reports
| Service | Description | Price |
|---|---|---|
| Tax Preparation (Individual) | Federal + State returns | From $350 |
| Tax Preparation (Business) | Includes Schedule C or entity return | From $500 |
| Business Formation | LLC, EIN, Operating Agreement setup | $350 |
| Bookkeeping Cleanup | Historical data cleanup (per year) | $250/hr |
| Payroll Setup | Full setup in Drake or QuickBooks | $750 |
| Accounting Systems Optimization | 1-on-1 or team session | $250/hr |
| Capital Readiness & Entity Compliance | DUNS, NAV, and vendor setup | $700 |
| Strategic Review Session | 45–60 minutes | $250 |
