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SMALL BUSINESS TAX PREPARATION
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Beginner

Starting at $250/mo*

Do your own bookkeeping with our on-demand support along the way. 

Guidance from a dedicated point person to keep you on track

Full, on-demand access with  an online accounting software

Action plan created each quarter with specific recommendations

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Fundraising Strategy
& Support

Starts at $4,000

A fundraising strategy from experts who’ve done it before.
‍Our CFOs can help you with:

  • Overall fundraising strategy and approach

  • Comprehensive pitch narrative, deck design, and mock pitch sessions

  • Financial and market analyses

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Full-service

Starting at $300/mo*

Our professionals will take bookkeeping off your plate to help give you time back. Dedicated account manager to handle all paperwork on your behalf

Monthly reconciliation delivered to your inbox Books done by tax time with 100% accuracy guaranteed Our CFO Services include Monthly Engagement

Ongoing CFO support, dedicated to your business. Based on your needs, each month your CFO can:

  • Review your financial health and processes

  • Maintain and enhance operating budget & financial forecast

  • Support vendor contract review & negotiations

  • Conduct strategic analyses and provide recommendations for sales efficiency, retention, benchmarking and more

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Annual Budgeting
& Forecasting

Starting at $6,300

Accurate budgets and forecasts built for you. Our CFOs will analyze your business drivers to build a custom forecast for:

  • Revenue

  • COGS

  • Employee expenses

  • Operating expenses and more $6,300 /year

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