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Fractional Agency CFO
$1,800 - TBD /month
For technology companies earning $300K - $3M per year that need CFO-level financial guidance and advanced tax strategies.
Perfect for:
- Companies balancing payroll, contractors, and profit margins
- Technology companies scaling from $500K to $1M+ and needing financial oversight
- SaaS and software startups optimizing revenue streams and cash reserves
What You Get:
- Profit margin optimization to target sustainable growth (20-30%)
- Cash reserve planning to build a 3-6 month financial cushion
- Full-service tax planning, including estimated payments, deductions, and entity structure optimization
- Unlimited tax consulting throughout the year for real-time financial decision-making
- Tax return preparation for up to two business owners
Mini CFO
$1,500 - $3,900/month
For technology companies earning $200K - $1M per year who need a forward-thinking financial strategy.
Perfect for:
- Technology companies scaling up
- Businesses with unpredictable cash flow
- Growing software and technology businesses looking for smarter tax planning
What You Get:
- Quarterly CFO strategy calls to identify opportunities to increase profits and manage expenses
- Cash flow forecasting to plan for growth while staying financially stable
- Custom quarterly tax estimates to avoid unexpected tax bills
- Mid-year tax planning review to adjust strategies based on income fluctuations
Concierge Bookkeeping
Starting at $797/month (includes tax services)
For Technology companies and tech professionals earning $100K+ per year who need financial clarity and tax compliance.
Perfect for:
- Independent IT consultants and freelancers managing multiple clients
- Software developers and web designers juggling project-based revenue
- Small MSPs (Managed Service Providers) who need streamlined bookkeeping
What You Get:
- Accurate, up-to-date bookkeeping with clear financial reports
- Business tax return (S-Corp or Partnership) and one personal tax return (1040)
- A custom chart of accounts designed specifically for Technology companies
- Unlimited email support for tax and financial questions
- Up to two discounted strategy sessions per year to help you plan ahead