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Pricing
| Gold | Silver | Bronze | |
|---|---|---|---|
| Description | For businesses wanting a CFO in their back pocket | For businesses needing help getting to the next level | For companies just starting out |
| Starts at | 3% of Gross Revenue | $1,050/Month | $525/Month |
| Services | |||
| Bookkeeping Services | Weekly Reconciliation | Monthly Reconciliation | Quarterly Reconciliation |
| Sales Tax Filings | X | X | X |
| Financial Statement Reporting | X | X | X |
| 1099 Preparation & Filing | X | X | X |
| Corporate Tax Return (one-time extra charge) | X | X | X |
| Personal Tax Return (one-time extra charge) | X | X | X |
| Setup of Your Custom 10-Step Growth Plan | X | X | X |
| Payroll Services | X | X | X |
| Bill Pay Services | X | ||
| CFO Review of 10-Step Growth Plan Meeting | Monthly | Quarterly | Annual |
| Tax Planning | Monthly | Quarterly | Semi-Annual |
| Cash Flow Forecasting | Monthly | Quarterly | Semi-Annual |
| Budget Services (track Budget vs. Actual) | Monthly | Quarterly | |
| Support | |||
| Response Time | 24 hours | 48 hours | 72 hours |
| Email Access | Unlimited | Unlimited | Unlimited |
| Phone Access | Unlimited | Unlimited | Unlimited |
| Technology | |||
| QBO | X | X | X |
| Gusto Payroll | X | X | X |
| Fathom or Jirav or Dext Prepare | X |