PRICING & SERVICES
Pricing starts as low as $497 monthly.
One Time Onboarding Fee
Accounting Systems Review
Financial Reporting Analysis
Tax Strategy Analysis
Management of up to 5 Entities
Monthly Transactions
Bank Account Management
Credit Card Accounts Management
Investment Account Management
1099 Contractors
Monthly Profit and Loss Statements
Monthly Balance Sheet
Monthly Financial Statement Analysis
CFO Review Consultation
Annual Tax Planning Session
Designated Accounting Officer
As Needed Support
Accounts Receivable Management
Accounts Payable Management
Payroll
Debt Management Strategies
CFO Retreat with Dynamic Plan
Basic Accounting Services
Starting at
$497 /month
Learn More
One Time Onboarding Fee
$500
Accounting Systems Review
Financial Reporting Analysis
Tax Strategy Analysis
Management of up to 5 Entities
Monthly Transactions
300
Bank Account Management
Up to 3
Credit Card Accounts Management
Up to 3
Investment Account Management
Up to 3
1099 Contractors
Up to 5
Monthly Profit and Loss Statements
After the Fact
Monthly Balance Sheet
After the Fact
Monthly Financial Statement Analysis
CFO Review Consultation
Annually
Annual Tax Planning Session
Designated Accounting Officer
As Needed Support
Email Support
Accounts Receivable Management
Accounts Payable Management
Payroll
Debt Management Strategies
CFO Retreat with Dynamic Plan
Pro Accounting Services
Starting at
$897 /month
Learn More
One Time Onboarding Fee
$500
Accounting Systems Review
Financial Reporting Analysis
Tax Strategy Analysis
Management of up to 5 Entities
Monthly Transactions
500
Bank Account Management
Up to 6
Credit Card Accounts Management
Up to 6
Investment Account Management
Up to 6
1099 Contractors
Up to 10
Monthly Profit and Loss Statements
Monthly Balance Sheet
Monthly Financial Statement Analysis
CFO Review Consultation
Quarterly
Annual Tax Planning Session
Designated Accounting Officer
As Needed Support
Both Email/Phone
Accounts Receivable Management
Accounts Payable Management
Payroll
Up to 10
Debt Management Strategies
CFO Retreat with Dynamic Plan
Elite Accounting Services
Starting at
$1597 /month
Learn More
One Time Onboarding Fee
$1000
Accounting Systems Review
Financial Reporting Analysis
Tax Strategy Analysis
Management of up to 5 Entities
Monthly Transactions
1200
Bank Account Management
Unlimited
Credit Card Accounts Management
Unlimited
Investment Account Management
Unlimited
1099 Contractors
Unlimited
Monthly Profit and Loss Statements
Monthly Balance Sheet
Monthly Financial Statement Analysis
CFO Review Consultation
Monthly
Annual Tax Planning Session
Designated Accounting Officer
As Needed Support
Both Email/Phone
Accounts Receivable Management
Accounts Payable Management
Payroll
Unlimited**
Debt Management Strategies
CFO Retreat with Dynamic Plan
Enterprise Accounting Services
Custom
Learn More
One Time Onboarding Fee
Accounting Systems Review
Financial Reporting Analysis
Tax Strategy Analysis
Management of up to 5 Entities
Monthly Transactions
Bank Account Management
Credit Card Accounts Management
Investment Account Management
1099 Contractors
Build your own
Monthly Profit and Loss Statements
services package
Monthly Balance Sheet
to meet your
Monthly Financial Statement Analysis
Enterprise's
CFO Review Consultation
growing needs.
Annual Tax Planning Session
Designated Accounting Officer
As Needed Support
Accounts Receivable Management
Accounts Payable Management
Payroll
Debt Management Strategies
CFO Retreat with Dynamic Plan