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Business Packages

Soloprenuer

New Business
Who's it for:
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  • Low Levels of Complexity

  • Simple Tax Planning

  • 1-3 Employees

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What's Included
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  • Tax Reduction Planning

  • Business Tax Returns

  • Bookkeeping Services

  • Simple Payroll

  • Simple Coaching & Guidance

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$250 - $500 / month
​Best for Startups & Small Businesses.

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​Small Business

Small Business
$600 - $1000 / month
​Get CFO guidance with additional checkins, reports & KPI's.

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Who's it for:
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  • Mid Level Complexities

  • Mid Level Tax Planning

  • More Transactions & Accounts

  • Increased Staffing

  • 3-15 Employees

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What's Included
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  • Quarterly CFO Meeting

  • Tax Reduction Planning

  • Business Tax Returns

  • Bookkeeping Services

  • Simple Payroll

  • Simple Coaching & Guidance

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Scaling Business

Established Business
Who's it for:
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  • Increased Complexity

  • Higher Levels of Transactions

  • Staff Alternative

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What's Included
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  • Monthly CFO Meetings

  • Tax Reduction Planning

  • Business Tax Returns

  • Bookkeeping Services

  • Payroll Support

  • Simple Coaching & Guidance

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$1200 - $2500 + / month
​Staff alternatives & outsourced services for more developed organizations.

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