Expert Financial Solutions for Small Businesses
Explore our tailored pricing plans designed to fit your unique bookkeeping and tax needs.
Virtual CFO Package
$3,000+
Hire me to be your virtual CFO for your business! Includes monthly bookkeeping and cash flow forecasting (with a live, one-hour video meeting each month), unlimited email support, and tax planning.
Customized Financial Reports and Forecasts
Receive detailed monthly reports that provide clear insights to support your business decisions.
Virtual CFO Support
Access expert guidance to manage your finances remotely with personalized strategies.
Tax Preparation & Filing
Ensure accurate and timely tax returns. Already have a tax preparer you love? No problem! I can work with your preparer for an accurate and timely filing.
Mini CFO Package
$800+
Need a CFO, but still growing? Hire me to perform CFO tasks, but less frequently. Includes monthly bookkeeping and quarterly cash flow forecasting, unlimited email support, and tax planning.
Financial Reports and Forecasts
Receive cash flow reports that provide clear insights to support your business decisions.
Strategy Calls
Meet with me once a quarter to go over what’s happened in your business, as well as a 12-month forecast for the future.
Tax Preparation & Filing
Ensure accurate and timely tax returns. Already have a tax preparer you love? No problem! I can work with your preparer for an accurate and timely filing.
Concierge Bookkeeping Package
$350+
Don’t need a CFO (yet)? That’s okay! I can do your bookkeeping—categorizing transactions, reconciling statements, and all that fun stuff. Includes monthly bookkeeping and email support.
Financial Reports and Forecasts
Receive quarterly reports showing how your business is doing.
Email Support
Have questions? No problem! You can email me (and I’ll personally answer!).
Tax Preparation & Filing
Ensure accurate and timely tax returns. Already have a tax preparer you love? No problem! I can work with your preparer for an accurate and timely filing.
Ready to take your business to the next level?
Contact me today for a custom quote! Just click on the Book icon below.
Pssst… I also do individual taxes.
Don’t have a business, but need taxes filed? I work with individuals as well. I’ll work with you to file accurate, timely tax returns so that you can have peace of mind with the IRS.