Small Business Services:
Take Control of Your Financial Future with Executive-Level Insight
Strengthen your finances by booking a consultation with our CFO experts. We offer tailored financial leadership for 7-figure businesses, focusing on performance, profitability, and scalability. Simplify financial management with our elite CFO services, including forecasting, growth planning, and oversight, allowing you to concentrate on vision and expansion while we manage the numbers accurately.
CFO & ADVISORY SERVICES
CFO services offer small businesses strategic financial oversight at a lower cost than a full-time executive. By utilizing experienced professionals, businesses gain insights into financial health, improve budgeting, and enhance decision-making, allowing businesses to focus on growth with confidence.
Ready to Level Up Your Finances?
Book a consultation with our expert CFO team and gain the strategic insight your 7-figure business needs to grow faster, smarter and stay financially strong.
Let’s talk next-level strategy today!
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Solopreneur- Mirco Businesses
Services Included:
Strategic financial planning and forecasting
Monthly financial review and performance analysis
Cash flow management and budgeting guidance
Basic financial reporting with actionable insights (balance sheet, income statement, cash flow)
Tax planning advice to optimize liability
Annual tax return coordination with your accountant
Price: $750 - $1,200/month
Setup Fee: $500 (One-time)
Additional Costs: May vary based on complexity and special projectsBest For: Solopreneurs and micro-businesses seeking proactive financial leadership to scale operations, improve profitability, and make informed business decisions. This service is designed for those who want CFO-level strategy without the full-time cost.
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Startup Businesses
Services Included:
Comprehensive financial strategy and growth planning
Advanced budgeting, forecasting, and cash flow optimization
Monthly financial statement analysis with KPIs and dashboards
Capital raising support and investor reporting
Tax planning integration with business strategy
Risk management and internal controls advisory
Annual tax return oversight and coordination
Price: $2,000 - $4,000/month
Setup Fee: $1,000 (One-time)
Additional Costs: Based on specific business needs and complexityBest For: High-growth startup businesses seeking expert CFO guidance to drive scalable growth, optimize financial performance, and navigate complex financial challenges with confidence.
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7-Figure Businesses
Services Included:
Strategic financial leadership to drive sustainable growth
In-depth budgeting, forecasting, and cash flow management
Advanced financial reporting with KPIs and real-time dashboards
Capital raising support and investor relations management
Comprehensive tax planning aligned with business goals
Risk management and implementation of internal controls
Coordination of annual tax filings and compliance
Price: $3,000 - $8,000/month
Setup Fee: $1,500 (One-time)
Additional Costs: Based on business complexity and specific projectsBest For: Established 7-figure businesses seeking seasoned CFO expertise to optimize financial operations, enhance profitability, and position for long-term success.
Accounting
Managing your business's finances has never been easier. Our professional accounting services are designed to provide you with the financial clarity and support you need to thrive in today's competitive market.
Bookkeeping
Are you ready to streamline your financial processes and focus on growing your business? Our professional bookkeeping services are tailored to meet the unique needs of your business, ensuring accuracy and reliability every step of the way.
Tax Planning
Navigating business tax returns can be complex and time-consuming. Let us simplify the process for you with our reliable and accurate tax return services. Maximize deductions and optimize your tax position with tax planning.
Key Benefits of Outsourced Accounting Models
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1. Cost Savings
✅ Reduces Overhead – No need for in-house salaries, benefits, office space, or training costs.
✅ Pay for What You Need – Flexible pricing based on workload (monthly, quarterly, or annual).
2. Expertise & Compliance
✅ Access to Skilled Professionals – Get experienced accountants without hiring full-time staff.
✅ Stay Compliant – Experts handle tax laws, payroll regulations, and financial reporting accuracy.
3. Improved Efficiency
✅ Focus on Core Business – Owners can concentrate on growth instead of financial admin.
✅ Streamlined Processes – Automated systems reduce errors and improve financial tracking.
4. Scalability & Flexibility
✅ Grows with Your Business – Adjust services as your business expands.
✅ Customizable Solutions – Choose bookkeeping, payroll, tax, or full-service accounting.
5. Enhanced Data Security & Technology
✅ Use of Advanced Software – QuickBooks, Xero, cloud accounting for real-time access.
✅ Data Protection – Secure systems and backups reduce risk of fraud or data loss.
6. Better Financial Insights
✅ Accurate Reports – Get real-time financial data for smarter decision-making.
✅ Strategic Planning – Budgeting, cash flow forecasting, and tax strategies to maximize profits.
Streamlined Financial Management:
Comprehensive Accounting & Bookkeeping Services
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Solopreneur- Mirco Businesses
Services Included:
Monthly bookkeeping (bank reconciliation, ledger maintenance).
Basic financial reports (balance sheet, income statement, AR/AP
Annual tax return preparation
Price: $150 -$200/month Setup Fee: $300 (One-time) Additional Costs: May vary
Best For: Solopreneurs requiring streamlined accounting services focused on tax prep and financial management. This service package can be tailored to meet their unique needs, often eliminating payroll-related tasks.
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Basic Package- For Small Businesses
Services Included:
Monthly bookkeeping (bank reconciliation, ledger maintenance)
Basic financial reports (balance sheet, income statement)
Payroll for up to 5 employees
Annual tax return preparation
Price: $650 - $850/month
Setup Fee: $375 (One-time)
Additional Costs: $50 per extra employee for payrollAdditional charges for complex tax filing (e.g., multiple states)
Best For: Small businesses needing essential accounting services.
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Standard Package- For Growing Businesses
Services Included:
Monthly bookkeeping (accounts payable/receivable, invoicing)
Comprehensive financial reports (balance sheet, income statement, cash flow)
Payroll for up to 15 employees
Tax preparation and filing
Quarterly business performance review and recommendations
Price: $2200 - $3000/month
Setup Fee: $1500
Additional Costs:$35 per extra employee for payroll
$100/hour for additional consulting or special reports
Additional fees for complex tax situations (multi-state filings, international transactions)
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Premium Package - For Established Enterprises
Services Included:
Advanced bookkeeping (multi-currency, forecasting, budgeting)
Full financial reporting (balance sheet, cash flow, variance analysis)
Payroll for up to 50 employees
Quarterly tax planning and filing
CFO services (financial planning, budgeting, forecasting)
24/7 access to accounting support
Custom reporting based on business KPIs
Price: starts at $4800/month
Setup Fee: $2500
Additional Costs:$25 per extra employee for payroll
Custom consultations: $150/hour
Fees for complex tax issues (multi-state, international, M&A)
Best For: Large businesses with complex accounting needs and requiring strategic financial guidance.
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A La Carte Services
These additional services can be added to any package:
Tax Filing (Federal & State): $350- $600 per return (for LLCs/S-Corps)
Payroll Processing: $50 per employee/month (beyond package limits)
CFO Advisory: $200/hour for financial strategy and consulting
Audit Preparation: $750 (one-time fee)
Discounts & Payment Terms
Discounts: 10% off for annual contracts.
Payment Terms: Payments are due monthly, at the start of each month. We accept payments via credit card, ACH transfer, or check.
Contact us
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