CFO Consultants, LLC | Trusted Financial Consultants

Get accurate, up-to-date financial records at a price that fits your business.

Our pricing packages are flexible to meet the needs of businesses of all sizes, and we offer a free consultation to discuss your specific needs and budget.

Choose Your Bookkeeping Pricing Plan

Core Features

Dedicated Account Manager

Tax Services

Support for Class or Dept Tracking

Annual Valuation Estimation

Essential

$600

per month

  • Dedicated bookkeeping expert
  • Accurate monthly books & year-end tax-ready financial package
  • P&L, B/S and 1099 reporting
  • Bank/credit card integrations
  • Cash or modified accrual
  • Monthly reporting
  • UNLIMITED Q&A and support

Yes

Available

No

No

Growth

$1,000

per month

Everything in Essential plus:​

  • Semi-annual tax consult
  • Monthly management analysis & commentary
  • Quarterly and annual deep-dive analysis & recommendations
  • Syft Analytics Dashboard
  • Syft Cash Forecast & Financial Planning/Budgeting

Yes

Available

Available

Available

Scale

$1,995

per month

Everything in Growth plus:​

  • Custom Chart of accounts
  • Unlimited 1-on-1 income tax & advisory services year-round to help you make tax-savvy decisions and maximize your deductions
  • Includes Annual Business Tax Return
  • Annual Strategic Plan Review
  • Annual Business Valuation

Yes

Included

Included

Included

HOURLY BOOKKEEPING OPTION

$60

Heads up! Bookkeeping services are also available at an hourly rate if the packages don’t fit your budget or needs.