Our CFO Services for Business Owners

Full-Service Bookkeeping, Payroll, Tax Prep, and Strategy

Our CFO Package brings you full-service bookkeeping, payroll, tax prep, and strategic tax planning — all in one expert-managed system.

Accuracy. Balance.

Integrity.

Growth.

Comprehensive Solutions for Your Financial Success

We’ve seen it too many times: business owners piecing together separate providers — a bookkeeper here, a tax preparer there, and no one talking to each other. That’s why our CFO Package is built to be integrated. You get one team, one system, and one strategy — not conflicting advice and costly gaps.

Bookkeeping

We provide accurate, detailed financial reports to help you understand your business’s financial health and make informed decisions.

Payroll Services

We manage your payroll efficiently, ensuring timely and accurate payments while staying compliant with the latest regulations.

Tax Preparation & Filing

Let us take the stress out of tax season. We ensure your taxes are filed correctly, efficiently, and on time, maximizing your savings.

Tax Planning

We proactively recommend tax saving strategies to maximize your after-tax income.

Tax Resolution

We take a holistic approach to resolving tax problems, combining technical expertise with deep strategic thinking.

Turning Vision Into Reality

Your Financial Success Starts Here

Financial Clarity

Gain a clear understanding of your financial standing with our detailed reporting and financial analysis. We break down complex data into easy-to-understand insights, helping you make informed decisions and set realistic goals for your business.

Strategic Planning

We help you create a financial strategy that aligns with your business’s vision. From budgeting and forecasting to identifying growth opportunities, our team works with you to develop a clear path to financial success, supporting your goals every step of the way.

Tax Optimization

Maximize your business’s potential by ensuring your tax strategy is efficient and optimized. We provide expert tax planning and preparation to minimize liabilities and keep your finances on track, ensuring you get the best possible tax outcomes.

Ongoing Support

Your financial needs don’t end with a one-time consultation. We provide ongoing support to ensure your financial operations continue to run smoothly. Whether you need regular bookkeeping, payroll management, or help with year-end filings, we’re here for the long haul, always ready to assist as your business grows.

PRICING

Choose Your Plan

Tier 1: Financial Clarity

$1,500/m

For businesses under $1M in revenue with straightforward financial needs.

  • Monthly Bookkeeping

  • Up to 2 Payroll Runs per Month (for up to 10 employees)

  • Business + Personal Tax Return

  • Quarterly Tax Planning Session

  • Financial Dashboard

  • Monthly Financial Reports

  • Dedicated Support

No contracts - cancel anytime

Tier 2: Strategic Growth

$2,500/m

For businesses between $1M–$3M or more complexity.

  • Everything in Tier 1, plus:

  • Multi-entity Support (e.g., multiple LLCs or DBAs)

  • Weekly Bookkeeping Touchpoints

  • Monthly CFO Strategy Call

  • Cash Flow Forecasting + Budgeting

  • Tax Projections & Prepayment Planning

  • Audit-Proof Documentation System

  • Tax Notice Response Handling

No contracts - cancel anytime

Tier 3: Enterprise CFO

$3,500-$5,000+/m

For businesses over $3M+ or with complex financial ecosystems.

  • Everything in Tier 2, plus:

  • Dedicated Fractional CFO

  • Strategic Growth Advisory

  • Multi-State Payroll & Compliance

  • Investor Reporting / Capital Planning

  • Advanced Entity Structuring

  • Custom Reporting Suite

  • IRS Audit Representation (if needed)

  • Equity or Compensation Planning (if applicable)

No contracts - cancel anytime

Who's This Perfect For

Business Owners Who Want to Get Out of the Weeds

You’re tired of managing your own books, tracking down tax documents, and handling payroll — you want a team that takes this off your plate completely and gets it done right.

Entrepreneurs With Multiple Streams of Income

Whether you’ve got rental properties, a side business, or investments — you need financial systems that work together, not against each other.

Professionals With Complex Financial Lives

You’re an S Corp owner, have multiple entities, or are dealing with retirement planning, compensation strategies, or equity — and you need a team that understands nuance, not just templates.

Founders Scaling Beyond $500K–$1M+

You’re growing fast, and you know that poor financial management is a growth killer. You want proactive tax planning, clean monthly reporting, and CFO-level insight to guide every move.

TRY IT RISK FREE

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What Our Clients Are Saying

Easily Simplify Your Finances

We specialize in providing high-quality accounting services designed to simplify your financial management. With expert guidance and advanced techniques, we help you maintain accurate records and optimize your financial decisions

Your trusted partner in accounting services - we specialize in helping businesses and their entrepreneurs save time, stay compliant, and maximize their financial success.

Contact us today to simplify your financial management.

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