Financial Management & Advisory

Starter Plan

Starting at $450/month

For solopreneurs and new business building a strong foundation.

Includes:

Monthly bookkeeping
Up to 100 transactions
Reconciliation of up to 2 accounts
Monthly Profit & Loss & Balance Sheet
Email support
Secure document storage

Best for: Freelancers, contractors, startups and online businesses.

Growth Plan

Starting at $850/month

For growing businesses that need deeper financial visibility and structure.

Includes everything in Momentum, plus:

High-volume transaction management
Unlimited account reconciliations
Monthly strategy call
KPI tracking & reporting
Budgeting & forecasting
Tax-ready financials & CPA coordination

Best for: Scaling companies ready for strategic financial leadership.

Strategic / CFO Plan

Starting at $1,200–$1,500/month

For established businesses needing strategic financial leadership.

Includes everything in Growth, plus:

Cash flow forecasting
Financial planning & scenario analysis
Profit improvement strategy
Quarterly tax planning with CPA coordination
Custom KPI dashboards
Priority support

Best for: Businesses doing $1M+ revenue or preparing to scale.

Tax & Filing Services

Compliance & Support

Starting at $250

IRS and state notice response
Tax document organization and review
Tax compliance monitoring
Tax record retention and documentation
Assistance with tax authority correspondence
Review of filing deadlines and compliance requirements
Support with resolving tax discrepancies

Individual Tax Services

Starting at $350

Individual income tax preparation (Form 1040)
State income tax returns
Multi-state tax filings
Amended tax returns
Extension filings
Review of prior year tax returns
Tax document organization and review
Electronic filing and secure document delivery
Guidance on estimated tax payments

Business Tax Services

Starting at $1,000

Business tax preparation and filing (1120, 1120S, 1065
State business returns
Sales tax preparation and filing
Payroll tax filings (941, 940, state payroll)
Franchise and annual state filings
Estimated tax payment calculations and submissions
Tax deduction and credit review
Multi-state business filings
IRS and state notice assistance