Pricing

We believe in transparent pricing. While every client’s situation is unique, the prices below represent starting points for our services. Final pricing may vary based on the complexity and scope of your needs.

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Our Services & Pricing

CFO ADVISORY

CFO Advisory Services - $2000 +

Our CFO Advisory services provide strategic financial leadership without the cost of a full-time hire. We partner with business owners, nonprofits and church leaders to deliver financial insights, reporting, and guidance tailored to your organization’s size, complexity, and goals.

We help leaders with the following:

Budgeting and forecasting
Cash flow management
Financial statement analysis
Financial modeling
KPI and ratio analysis
Profitability analysis
Strategic planning

Bookkeeping Services

Monthly Bookkeeping – $300/month+

Accurate tracking and categorization of income and expenses with monthly reconciliations, ensuring clean financial records for decision-making.

Monthly Bookkeeping + Quarterly Tax Projections + Quarterly Review Meetings – $995/month+

Ongoing bookkeeping paired with quarterly tax forecasts and strategy meetings to help you stay ahead of tax obligations and business planning.

Monthly Bookkeeping + Monthly Tax Projections + Monthly Review Meetings – $1,550/month+

Comprehensive bookkeeping combined with monthly tax insights and hands-on reviews to proactively manage your business finances and tax position.

Tax Return Preparation

Individual Tax Returns – $285+

Sole Proprietor - Schedule (C) - $500

Expert preparation of personal income tax returns, ensuring compliance, maximizing deductions, and minimizing tax liabilities.

S-Corporation Tax Returns – $2,250+

Accurate and strategic preparation of S-Corporation returns to optimize shareholder tax outcomes and maintain IRS compliance.

Partnership Tax Returns – $2,250+

Comprehensive preparation of partnership returns with detailed allocation of income, deductions, and credits to partners.

C-Corporation Tax Returns – $2,250+

Comprehensive tax preparation for C-Corporations.

Trust/Estate Income Tax Returns – $1,250+

Detailed fiduciary tax preparation to meet the complex requirements of trusts and estates.

Gift Tax Returns – $600+

Specialized filing for gift taxes to ensure compliance

Tax Planning

Individual Tax Projections (not engaged in ongoing services)– $950/projection+

Customized tax projections that provide a clear view of your expected liability, offering strategies to reduce taxes and avoid surprises.

Initial Tax Plan Setup – $2,050+

A personalized tax plan designed to align with your financial goals, incorporating strategies for savings, compliance, and long-term tax efficiency.

Financial Compilation and Review (Non-Audit)

Starts at - $3,000

Our Financial Compilation and Review services provide reliable financial statement review without the scope or cost of an audit. These non-audit services are designed to support internal decision-making, lender requirements, and reporting needs while maintaining compliance with GAAP accounting standards.

Accounting & CFO Services

End-to-end bookkeeping, Fractional CFO and Controller services, GAAP technical accounting support, and audit readiness.