Three ways to work together. Start with tax planning, grow into full CFO partnership. No hidden fees. No hourly billing. Just transparent pricing and real partnership.
Most clients start with Tax Partner, then upgrade to Outsourced CFO once they see the value. No pressure—just a natural progression as your needs grow.
Start here—get proactive tax planning without the full commitment
Business owners who want proactive tax planning without committing to monthly meetings. You keep doing your own books (or hire a bookkeeper), we handle the tax strategy and compliance.
Full financial partnership—bookkeeping, taxes, and monthly CFO meetings
Business owners who want clean books, proactive tax planning, and monthly financial visibility. You get a full financial team for about what you're paying a bookkeeper.
Strategic growth partnership—for scaling or preparing for exit
Business owners who are scaling fast, planning major investments, or preparing for an exit. You need weekly strategic support, growth modeling, and help accessing capital.
| Feature | Tax Partner | Outsourced CFO | CFO Plus |
|---|---|---|---|
| Annual Cost | $3,500 | $11,988 | $29,988 |
| Business Tax Return | ✓ | ✓ | ✓ |
| Personal Returns (2) | ✓ | ✓ | ✓ |
| Tax Planning | 2x/year | 4x/year | 4x/year |
| Monthly Bookkeeping | ✗ | ✓ | ✓ |
| CFO Meetings | ✗ | Monthly | Weekly |
| Financial Dashboards | ✗ | ✓ | ✓ |
| Cash Forecasts | ✗ | 3-month | 6-month |
| Growth Modeling | ✗ | ✗ | ✓ |
| Capital Access Support | ✗ | ✗ | ✓ |
| Email Response Time | 48 hours | 24 hours | 12 hours |
Need a one-time service or custom engagement? We offer à la carte services including bookkeeping cleanup, R&D tax credit studies, entity formation, and more.
View Service & Price List →