Discovery Call + Pricing
We offer a premium, uncommon relationship strictly with business owners.
Our services best match a business with at least two years of established history and annual gross revenue between
$1 million and $10 million.
Book a Call.
Provide some basic info below to see if we are a match, then we’ll talk.
1
Get a Quote.
Receive a custom quote for your unique business needs.
2
Gain a Team.
Continue your adventure on the path together.
3
Let’s get to know your business…
Pricing
Pricing below represents entry-level subscription. A quote for services will be unique to your business’s needs.
Onboarding & Analysis Fee
$500
One-Time Fee
A one-time fee at the beginning of our relationship for onboarding and an initial analysis of your
business activity
financial reports & transactions
legal entity structure
tax entity status
Tax Management + Bookkeeping Services
$1,000+ per month
Monthly Subscription
A year-round service to simplify bookkeeping and intelligently forecast taxes to eliminate surprises and guessing.*
We provide a highly effective team of
CPAs and Bookkeepers to care for your numbers
each month.
Learn more about our services.
Custom quote required.
CFO Services
$1,500+ per month
Monthly Subscription
This is where the real magic happens
for your business!
A monthly service to provide hope and guidance in building a business that matches your life goals.
Learn more about CFO Services.
Custom quote required.
*Annual income tax return preparation is included for both business and business owner.
Let’s get to know your business…