Our Services

How Can We Help?

Are you ready to scale your business to the next level!?! This is our flagship one-stop shop accounting and tax solution for our small business partners. Your Virtual CFO will work with you to provide high level strategic analysis and guidance on how to run your business based on the numbers. This package includes bookkeeping, accounting, tax strategy, payroll, budget support, projections, forecasts, tax planning & preparation, and much more. This package provides the most value for our partners because it simulates a full accounting department for a fraction of the cost.

See pricing info here.

Office Desk

Are your bookkeeping and tax needs taken care of, but you want to add the high level of planning, strategy, and analysis that a CFO provides? We have the solution for you!


Our Virtual CFO Services include monthly reviews and analysis of your bookkeeping, strategic planning and guidance, and ongoing accounting and tax support for your business.

See pricing info here.

  • Schedule C | Sole Proprietors, Contractors, Single Member LLCs, etc. - $700+

  • 1120S | S-Corp - $800+

  • 1065 | Partnership - $800+

  • 1120 | C-Corporation - $1,000+

  • Individual with K1 | S-Corp/Partnership Owners - $700+

*Tax return pricing may vary due to number of forms, complexity of return, etc. The listed prices are based on "typical" costs. 

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Financial Report


  • Consultations

  • Pick Our Brain Session

  • Business Entity Formation

  • CPA Attestations

  • CPA Sign-offs

  • And Much More...

$250 an hour