When you’re ready to come up for air, we’ve got you covered

The Dip Starting At

$495/month
      • 2 Bank Accounts
  •  
      • 1 Credit Card 1
  •  
      • Trust Account Bank Account
  •  
      • Reconciliation Credit
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      • Card Reconciliation
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      • Receipt Management
  •  
      • Trust Account Reconciliation
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      • Accounting software subscription
  •  
    • Real time financial statements

The Dive Starting At

$995/month
      • 4 Bank Accounts
  •  
      • 1 Credit Card 1
  •  
      • Trust Account Bank Account
  •  
      • Reconciliation Credit Card
  •  
      • Reconciliation Receipt management
  •  
      • Trust Account Reconciliation
  •  
      • Accounting software subscription
  •  
      • Real time financial statements
  •  
      • Merchant account reconciliation
  •  
    • Client Billing Time entry subscription

The Plunge Starting At

$1650/month
      • 4 Bank Accounts
  •  
      • 1 Credit Card 1
  •  
      • Trust Account Bank Account
  •  
      • Reconciliation Credit Card
  •  
      • Reconciliation Receipt Management
  •  
      • Trust Account Reconciliation
  •  
      • Accounting software subscription
  •  
      • Real time financial statements
  •  
      • Merchant account reconciliation
  •  
      • Client invoice prep
  •  
      • Time entry subscription
  •  
      • Accounts Payable Management
  •  
      • Payroll Management
  •  
    • Practice profitability metrics Practice productivity metrics

Top off your tanks with
these popular add-ons

The Snorkeler $500-$2500

The snorkeler is a view of your business from above. In this performance review, we analyze key performance indicators, identify areas for automation to increase your efficiency, increase your revenue and profit, and get more out of your business.

  • Analysis to compare benchmarks to identify areas for improvement
  • Workflow, process automation, and bookkeeping file review
  • Marketing and social media strategies
  • Pricing Strategy review

Result: Recommendations and practical ideas that can be implemented immediately that will increase your profitability. Implementation services are recommended in addition to a monthly service package.

The Life Raft $150/hour

So you need a few services from time to time. Jump on the life raft for the services that you need. Virtual CFO services are for companies that have their own in-house bookkeeper, and need just a little more help at certain times of the year.

  • Tax planning
  • Developing a business plan for a new business or business expansion
  • Support applications for debt and equity financing
  • Supervise acquisition due diligence
  • Negotiate and/or support mergers and acquisitions

Ready to get wet ? Contact us here.

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