Simplify Your Taxes with Year-Round Support

• Document storage.
• Mid-year W-4 review.
• Quarterly tax tips.

• Everything in Basic Plan.
• Quarterly tax planning calls.
• IRS audit defense support.

• Monthly bookkeeping (up to 50 transactions).
• Quarterly tax estimates.
• Unlimited email support.

• All Essential Plan features.
• Monthly financial statement preparation.
• Quarterly financial growth strategy sessions.

Ideal for small businesses needing basic financial guidance with an emphasis on growth.

For startups & small businesses earning under $250K annually.

Monthly financial reports & check-ins
Cash flow monitoring & optimization
Basic budgeting & expense tracking
Quarterly tax planning & compliance support
QuickBooks setup & training

Best for: Entrepreneurs, freelancers, and early-stage businesses that need financial structure.

For businesses earning $250K–$750K annually and scaling operations.

Everything in the Starter CFO Plan
Monthly CFO strategy calls
Full budgeting & forecasting (updated quarterly)
Profitability analysis & cost-cutting strategies
Payroll setup & employee tax filings
Customized financial dashboards & reporting

Best for: Businesses experiencing growth and needing financial clarity.

For businesses earning $750K–$1M annually needing high-level financial leadership.

Everything in the Growth CFO Plan
Weekly financial performance reviews
KPI tracking & dashboard reporting
Business tax strategy & audit readiness
Financial risk management & debt strategy
Investor-ready financial statements

Best for: Scaling businesses, multi-location businesses, and companies preparing for investment or expansion.