1. Basic Vision Plan
Perfect for freelancers and solopreneurs.
$349
$244
For First Two Months
Monthly Bookkeeping
Income & Expense Tracking
Basic Financial Reports (P&L, Balance Sheet)
Dedicated Accountant
Email Support
Chat Support
Expenses upto $50K
2. Adv Vision Plan
Best for growing small
businesses and LLCs
businesses and LLCs
$649
$454
For First Two Months
Everything in Basic Vision
Monthly and Weekly Financial Review
Business & Personal Tax Preparation
QuickBooks/Xero Integration and others online software
Cash Flow Reports
Expenses upto $100K
3. Pro Vision
Plan
Top-tier financial management for top-tier businesses.
$1500
$1050
For First Two Months
Everything in Advance Vision
Budgeting and forecasting Reports
Automation of Invoices
Accounts Payable
Accounts Receivable
Tax filling and Advisory
Dashboards and KPIs
Dedicated Accountant Team
Starting at
4. Fractional CFO
Strategic CFO Insight, Scaled to Your Business
$1600
$1120
For First Month
Business Insight
Dedicated CFO
Financial Strategy & Forecasting
Long-term financial roadmapping
Budget planning and tracking
Cash flow projections
KPI Development & Dashboarding
Behind on your books?
We can help you get up to date quickly and accurately!
Additional Solutions
- Setup & Prior bookkeeping
Book to tax reconciliation
New QuickBooks Online or Xero setups
Prior Month / Multi-Year Bookkeeping
App integrations
Chart of accounts creation & restructure
Starting at
$1,000
- Tax
Tax Planning
Business Registrations
Business and Individual Taxes
Tax Defense Services
Entity Structure & Advisory
Research & Development Tax Credits
Starting at
Business
$1,000
Individuals
$350
- Payroll administration
Online payroll software setup
Bonus Payrolls
Onboarding/Offboarding Employees & Contractors
Starting at
$500
per month
- Sales tax
Monthly or quarterly filings
Nexus studies
State Registrations
Avalara integration
Starting at
$125
per month
