Listed below are introductory prices. Consider these a starting point with finalized pricing determined after a consultation to fully understand your situation and needs.



  • Classify all financial transactions
  • Review and reconcile bank and credit accounts
  • Prepare all financial statements

CFO Services

  • Includes all Bookkeeping Services
  • Benchmark financials to industry to find growth opportunites
  • Prepare Budgets and forecasts



  • For standard W2 filers with no business activity and Standard Deduction
  • Also includes filing Schedule D for gains and losses on investments

Sole Proprietor Business

  • Includes standard individual return items
  • Schedule C preparation for sole proprietor businesses

Multi Owner Business

  • Partnerships and S corporation returns
  • K-1’s for all partners or shareholders

Get 25% off your annual business tax return with monthly bookkeeping or CFO services!