Explore

Listening is a huge part of our job. Understanding your goals and values is how we create a plan that reflects them.

Design

We’ll help you look ahead, break down strategy, and piece together a shared approach.

Control

As your partner and consultant, our goal is to help you build confidence. We give you the knowledge and tools to understand your financial systems and feel great about your plan.

Pricing Structure

Series A Seed Startup
For businesses wanting a CFO in their back pocket For businesses needing help getting to the next level For companies just starting out
Services
Sales Tax Filings X X X
Year-End Financial Statements X X X
Corporate Tax Return X X X
Bookkeeping Weekly Reconciliation Monthly Reconciliation Monthly Entries
Setup of Your Custom Growth Plan X X
CFO Review of Growth Plan Meeting Monthly Quarterly
Tax Planning Calls Quarterly Semi-Annual Annual
Payroll Services X
A/R and A/P Services X
Cash Flow Forecasting Monthly
Individual Tax Returns for Owners X X X
Individual Tax Returns for Employees* Inquire Inquire Inquire
Support
Dedicated CFO Unlimited Up to 3 Calls / Month 1 Email Question / Month
Bookkeeping Support Unlimited Unlimited Unlimited
Technology
Quickbooks Online X X X
Gusto Payroll (up to 5 employees) X
Bill.com (client pays transaction fees) X