Growth Mode
Monthly Subscription
$1,000
Monthly Revenue
(Slide to see the applicable subscription)
$100,000
Included Services:
Daily transaction accounting
Full service accounts receivable (invoice to cash)
Full service accounts payable (bill processing to pay)
Bank feed monitoring and accounting
Vendor management and communication
Customer management and communication
Payroll management
Payroll accounting
Fixed assets accounting
Actual to budget variance reporting
Accounting process and procedure development
Equity accounting
Included Services:
All growth mode services
Specific accounting-related work
Historical catch-up work
Special Projects
Real estate and property management is always on Custom
A general guideline only. IRS and each state mandates that the tax CPA thoroughly reviews the needs before quoting the exact price.
Pre-Profitable
Federal corporate income tax filing
$2,250
State corporate income tax filing
$500 per state
Delaware Franchise tax filing
Included
Tax extension
Free
Additional city income tax filing
$500 per city
Foreign subsidiaries (Form 5471)
Available
Annual 1099 filings
$50 for first 25, then $1.50/form
Sales tax filings (Using Tax Jar or similar)
$100 per state per filing
Post-Profitable
Federal corporate income tax filing
$3,000
State corporate income tax filing
$500 per state
Delaware Franchise tax filing
Included
Tax extension
Free
Additional city income tax filing
$500 per city
Foreign subsidiaries (Form 5471)
Available
Annual 1099 filings
$50 for first 25, then $1.50/form
Sales tax filings (Using Tax Jar or similar)
$100 per state per filing
CFO Starter
CFO Growth
CFO Steady
Set up Includes:
Financial model with Profit & Loss, Balance Sheet, and Cash Flow forecast
Budget development with monthly variance analysis templates
Labor and compensation plan
Pricing model with scenario planning
Bespoke KPI template (to be updated by the accounting team)
Monthly Fee includes:
Monthly review and updates
Monthly CFO brief
Working alongside the C-suite