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Choose Your

Plan Today!

  • Best Value

    Account Maintenance

    1,250$
    Every month
    Virtual CFO - Account Maintenance
    Valid for 3 months
    • *Discounted QuickBooks Online Subscription
    • *Up to 2 Accounts for Monthly Maintenance
    • *Less than 90 combined transaction per month
    • *Classification of Income and Expenses
    • *Monthly Bank Reconciliation of Accounts
    • *1099 Contractor Management for up to 5
    • *Contractor IRS Filings
    • *Monthly Preparation of Financial Statements
    • *Unlimited Email Support
    • *Client Discount on Tax Preparation Services

  • Business CORE

    2,000$
    Every month
    Virtual CFO - Business CORE Maintenance
    Valid for 12 months
    • *Discounted QuickBooks Online Subscription
    • *Up to 4 Bank/Credit Card Accounts
    • *Less than 200 combined transaction per month
    • *Classification of Income and Expenses
    • *Establishing Business Budgets
    • *1099 Contractor Management and Tax Filing
    • *Payroll Subscription for up to 3 personnel
    • *Payroll Tax Filings
    • *Customer Management for up to 10
    • *Bill Payment for up to 10
    • *50% off Credit Towards Tax Preparation
    • *Tax Strategy Advising
    • *Monthly Bank Reconciliation of Accounts
    • *Monthly Financial Statements
    • *Unlimited Email Support

  • Business GROWTH

    2,500$
    Every month
    Virtual CFO - Business GROWTH Package
    Valid for 12 months
    • *Discounted QuickBooks Online Subscription
    • *Up to 6 Bank/Credit Card Accounts
    • *Less than 400 combined transaction per month
    • *Classification of Income and Expenses
    • *Establishing Business Budgets
    • *1099 Contractor Management and Tax Filing
    • *Payroll Subscription for up to 20
    • *Payroll Tax Filings
    • *Customer Management for up to 25
    • *Bill Payment for up to 25
    • *Tax Strategy Advising
    • *Monthly Bank Reconciliation of Accounts
    • *Monthly Financial Statements
    • *Unlimited Email Support
    • *Access to Financial Planner & Investment Advisor
    • *Business and Personal Tax Preparation
    • *Unlimited Phone Support

  • Bronze Pkg.

    2,500$
     
    Business Credit Only
    Valid for 3 months
    • * Set up professional email and phone number
    • * Set up D&B
    • * Build business Paydex and credit scores
    • * Obtain business credit card and/or loan (at least 1)
    • * Provide instructions to maintain business credit

  • Silver Pkg.

    3,000$
     
    Business Formation/Business Credit
    Valid for 3 months
    • * Register business with the state
    • * Obtain business EIN/D&B
    • * Assign profiessional emails, domains and phone numbers
    • * Assist with business bank account setup
    • * Build business Paydex and credit scores
    • * Obtain business credit card and/or loan
    • * Provide information to maintain business credit

  • Gold Pkg.

    4,500$
     
    Personal Credit/Business Formation/Business Credit
    Valid for 3 months
    • *Repair and build personal credit scores to 690+ all bureaus
    • *Register and incorporate business with state
    • *Obtain professional email, phone number, and domain
    • *Build Paydex and business scores
    • *Obtain business credit card and/or loan
    • *Information to maintain business and personal credit
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