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
$6,000/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
$10,000/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
BASIC TAX PACKAGE
$3,000/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
$6,000/year
For Growing Businesses
? Everything in Essential Tax Package
? Year-end tax planning 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/year
For High-Growth Businesses
? Everything in Growth Tax Package
? Quarterly tax planning session.
? Custom tax optimization and entity analysis.
? Priority phone and email support
? 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.