Plans and Pricing
Made Simple
Flat fee pricing.
No worrying about running up hourly bills.
You get accounting and finance experts that make managing your business easier and more enjoyable.
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
Pro
$2,500/mo
Average Pricing
Gold Financial Package
Starter Plan
Gold Plan
Quarterly Budget
Quarterly Strategy
Annual Budget
Elite
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 |
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| Post, modify, adjust, or correct transactions to the books monthly. |  |
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| Post, modify, adjust, ot correct transactions to the books weekly. |  |
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| Monthly reconciliation of all bank accounts, loans, and credit cards (if applicable) | |
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| Monthly fixed assets / depreciation update | |
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| Standard financial package, including standard key performance indicators, trend reports, and graphical representations. | |
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| Weekly quickie cash flow update on projected available funds | |
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| Preparation of sales tax return | |
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| Preparation of liquor tax return | |
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| Preparation of business entity federal and state income tax return | |
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| Business tax, tangible property tax, annual report, franchise tax (if applicable) | |
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| Preparation of form 1099 (see additional service charges below) | |
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| Individual tax and planing |  |
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| Comprehensive year-end tax planning analysis. | |
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| Access to Business Growth Academy | |
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| Notice and audit response | |
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| Budget creation and annual update | |
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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 Questions Answered
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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.
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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.
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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.