CFO SERVICES PRICING PLANS
Scalable Solutions for Every Business Stage
ESSENTIAL CFO
💰 $3,000/month
For Startups & Small Businesses
✔️ Cash Flow Management & Budgeting
✔️ Monthly Financial Review & Insights
✔️ Basic KPI Tracking & Reporting
✔️ Tax Planning & Compliance Guidance
✔️ Secure Data Exchange & Confidential Advisory
✔️ Financial Risk Assessment
📌 Ideal for early-stage businesses needing fundamental financial oversight.
GROWTH CFO
💰 $5,000/month
For Scaling Businesses & Mid-Sized Companies
Everything in Essential CFO
✔️ Financial Forecasting & Scenario Planning
✔️ Profitability & Cost Optimization Strategies
✔️ Monthly Financial Performance Reports & Reviews
✔️ Strategic Tax & Compliance Advisory
✔️ Cloud-Based Financial Dashboards
📌 Best for growing businesses needing deeper financial insights & planning.
STRATEGIC CFO
💰 $8,000/month
For Established & High-Growth Companies
Everything in Growth CFO
✔️ Advanced Financial Modeling & Long-Term Planning
✔️ Mergers, Acquisitions & Exit Strategy Consulting
✔️ Investor & Lender Relations Support
✔️ Full KPI & Financial Performance Management
📌 Perfect for businesses requiring executive-level financial strategy & leadership.
Additional CFO Services
Flexible Pricing Options
🔷 Fractional CFO (Hourly Rate): $200 – $350 per hour – Get expert financial guidance as needed without long-term commitment.
🔷 One-Time Discovery & Tune-Up Service: $3,000 – $8,000 – A comprehensive financial and tax review, identifying inefficiencies, optimizing cash flow, ensuring compliance, and providing strategic recommendations.
🔷 Custom CFO Engagements: Tailored based on scope & complexity – Flexible, scalable CFO solutions for unique business needs..
TAXATION SERVICES PRICING PLANS
Compliance, Optimization & Advisory
—Tailored for Your Business
ESSENTIAL TAX PACKAGE
💰 $2,500/year
For Small Businesses & Startups)
🔷 Federal & State Tax Return Filing
🔷 Quarterly Estimated Tax Calculation
🔷 Basic Tax Review & Compliance Check
🔷 Secure E-Filing & Document Exchange
📌 Perfect for small businesses needing hassle-free tax filing & compliance.
GROWTH TAX PACKAGE
💰 $5,000/year
For Established Businesses & Professionals
🔷 Everything in Essential Tax Package
🔷 Proactive Tax Planning & Strategy Sessions
🔷 Industry-Specific Deductions & Optimization
🔷 IRS Notice & Compliance Support
📌 Designed for businesses looking to minimize tax liabilities and maximize deductions.
STRATEGIC TAX PACKAGE
💰 $10,000/month
For High-Growth & Complex Businesses)
🔷 Everything in Growth Tax Package
🔷 Mergers, Acquisitions & Exit Tax Strategy
🔷 IRS Audit Representation & Compliance Defense
🔷 Custom Tax Structuring & Ongoing Advisory
📌 Best for companies needing expert tax planning, risk management & high-level advisory.
Additional Tax Services
Pricing Options
🔷 One-Time Tax Review & Optimization – $3,500 – $5,000
📌 Comprehensive review of past tax filings, identifying potential savings, compliance risks, and optimization strategies.
🔷 IRS Representation & Audit Support – $250 – $750/hour
📌 Expert defense for IRS audits, tax disputes, and compliance reviews to minimize penalties and ensure resolution.
🔷 Tax Notice & Compliance Resolution – $2,500 – $4,500
📌 Handling IRS and state tax notices, ensuring timely responses, compliance, and dispute resolution.
🔷 State & Local Tax Consulting (SALT) – $4,000 – $8,000
📌 Sales tax, franchise tax, and regulatory compliance for businesses operating in multiple states.
🔷 Entity Restructuring & Tax Optimization – $5,000 – $10,000
📌 Strategic tax planning for business restructuring, acquisitions, and long-term tax efficiency.
🔷 R&D Tax Credits & Industry-Specific Deductions – Custom Pricing
📌 Specialized tax savings strategies for qualifying businesses in technology, manufacturing, and other industries.