Foundation
Early-stage or simple operating models
Starting at $950/month
- Monthly bookkeeping and reconciliation
- Quarterly tax estimate guidance
- Annual business tax return prep
- Email support and quarterly review
OICPA advisory
Pricing
Clear pricing should match the real work.
Scope, complexity, and support level usually define the engagement.
Growth
Scaling businesses with active planning needs
Starting at $2,200/month
- Everything in Foundation
- Monthly advisory check-ins
- Owner compensation and entity strategy
- Forecasting and cash flow review
Strategic
Complex entities and executive decision cadence
Custom scope
- Everything in Growth
- Fractional CFO support
- Specialty tax incentive coordination
- Board/executive reporting support
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