OPTI PRICING

CHOOSE YOUR PLAN

what you see is what you get


We go beyond providing outsourced CFO expertise; we become your reliable allies for practical strategies and expert advice. When you work with us, you won’t be navigating your business journey alone.

Our pricing is as cost-effective as our solutions, emphasizing efficient results over unnecessary extras. We simplify the flow of information through a structured process to ensure you have everything necessary. Bid farewell to expensive full-time alternatives or fragmented part-time services. We cater to small businesses with pricing that’s logical and practical.

Bookkeeping

Great for small companies just looking to get their transactions recorded.


$1000 $699

Per Month

Bookkeeping

Month End Close

Financial Statements

Scheduled Meetings

Online Support

✓ Paying Bills (Accounts Payable)

Controller

Great for small or mid-size companies looking to be more proactive.


$1800 $1099

Per Month

Bookkeeping

Month End Close

Financial Statements

Scheduled Meetings

Online Support

✓ Paying Bills (Accounts Payable)

✓ Expense Management

✓ Invoicing/Collections (Accounts Receivable)

✓ Sales Tax Returns

✓ Forecasting

Best Value

CFO – Coming Soon

Great for small or mid-size looking to grow and be more strategic.


$2000

Per Month

Bookkeeping

Month End Close

Financial Statements

Scheduled Meetings

Online Support

Paying Bills (Accounts Payable)

Expense Management

Invoicing/Collections (Accounts Receivable)

Sales Tax Returns

Forecasting

Cash Flow Management

KPI’s

Performance Management

Bank Relationships

Strategy & Advisory Services

Not sure what you need?

Don’t worry, we got you covered with our consultation services.

Hourly Services

— For small companies needing ad hoc services

If you are just needing something temporarily or have less than 5 hours per month, this may be a good option for your company.

$125 per hour

Consultation

For Companies needing guidance

Committed to understanding your unique financial needs, goals, and challenges. With our comprehensive initial consultation, we’ll meet with you personally to gather your financial data and employ our proprietary analysis tools. Our dedicated experts will then provide you with tailored advice, recommending the accounting services that best align with your requirements. The best part? There’s no obligation to utilize our services, so you can make informed decisions about your financial future. Let us help you pave the way to financial success.

$500 $199*

*fully refunded against your first month’s services