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Our pricing policy is fixed. Your quote is not an estimate. 

We learn what you need and then use specific criteria to itemize a set price.  When you receive a quote from one of our authorized representatives, this price is all-encompassing, and unless circumstances change, there will be no hidden costs or miscellaneous fees. We price weekly so as to be treated as a member of your team, not simply another vendor you work. Your employees won't increase their rates like a vendor might, and neither will we. We're not a traditional accountant that you see once per quarter or once per year. We're an extension of your team!

 

  • Typical Client Size
  • Service Description
  • Onboarding
  • Month-End Close
  • Financial Statements Includes income statements, balance sheets, industry financial comparisons and more. Prepared by the 10th of each month.
  • Scheduled Meetings 80% of our clients are virtual. We converse regularly over shared-screen meetings, video and phone chats, and email.
  • Online Support Support via phone, email and Slack.
  • Company-Wide KPIs Everyone else provides boring, accounting KPIs. We do that too, but we'll also work with you to report on the numbers you and your team really care about, like "number of calls needed to get a sale," "revenue per employee" or "average service client margins."
  • 12-Month Forecasting What sets us apart! We take your financial statements and plug them into a 12-month forecast to see how they'll be impacted in the future.
  • Revenue Recognition
  • Incentive Plans
  • Performance by Project
  • Team Member Performance
  • Department Performance
  • Customized Dept Reports
  • Bank Relationships We'll be your main point of contact and chief advocate for any credit increases or additional financing your business may require. We can also help during M&A activity.
  • Director Meeting
  • Resource Planning Outside of the reports referenced below in the WIP, we can work closely with your Ops person to help with resourcing.
  • Individual Tax Return Note: Individual tax returns are only prepared for company shareholders.
  • Business Tax Return
  • Other Bus. Tax Returns Tax returns for property, sales and excise taxes.
  • Tax Planning/Projections Handled on a regular basis, throughout the year to avoid surprises.
  • Need Day-to-Day Help?
  • Paying Bills Typically known as 'Accounts Payable.'
  • Invoicing Clients Typically known as 'Accounts Receivable.'
  • Cash Flow Management Cash flow meetings are conducted weekly for about 30 minutes with one of our accounting team members to go over the short-term cash flow (2 to 6 weeks).
  • Payroll & Contract Mgmt
  • Employee Exp Tracking

AVERAGE
$750/WEEK

 TRANSACTIONAL

  • Under 10 Employees
  • Reactive
  • 4 Weeks
  • Up to 1x/Month
  • Unlimited
  • Optional
  • Optional
  • Optional
  • Optional
  • --
  • A La Carte
  • A La Carte
  • A La Carte
  • A La Carte
  • A La Carte

AVERAGE
$1000/WEEK

 CONTROLLER

  • 10-20 Employees
  • Proactive
  • 6 Weeks
  • Up to 2x/Month
  • Unlimited
  • Optional
  • Optional
  • Optional
  • Optional
  • --
  • A La Carte
  • A La Carte
  • A La Carte
  • A La Carte
  • A La Carte

AVERAGE
$1500/WEEK

 VIRTUAL CFO

  • 20+ Employees
  • Strategic
  • 8 Weeks
  • Up to 6x/Month
  • Unlimited
  • Optional
  • Optional
  • Optional
  • Optional
  • --
  • A La Carte
  • A La Carte
  • A La Carte
  • A La Carte
  • A La Carte

*Onboarding: Our team works hard to get caught up with your existing processes. We're looking at your past books, we're building a forecasting model and set of KPIs, and we're doing an audit of your financial statements / chart of accounts to make sure we're all on the same page and getting started on the right foot. Due to increased man hours those first few weeks, our published fees are 2X during each level's respective onboarding period.

Take a look at the below infographic (data from Infusionsoft) to see what growth stage your company is.

7 stages of small business.png

Here's how we typically work with growing companies:

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Let us handle your basic business tax returns. See our flat-fee business tax return pricing at the bottom of this page.


2.png
Check out our Transactional value tier. At this point, we're not just assisting you with tax returns, but also with more strategic planning. We're not just a team of bookkeepers and accountants. We're experts in laying a solid financial foundation to help your business accelerate.

3.png
Check out our Controller or Virtual CFO value tiers. At this point, we're handling your accounts payable and receivable, and we're getting into much more strategic cash flow management and dynamic forecasting. If you're ready to scale, this kind of dynamic forecasting is a critical component of your future growth.

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When you get to this point, our processes and core business model are no longer a good fit. We typically recommend that you hire a full-time, staffed CFO.

Pro Tip: Bookmark this page or download our pricing info as a PDF