01
One-Time Services
Diagnostics and project work. One payment — no subscription, no surprises.
Financial Health Assessment
2-week diagnostic: 3-statement financial picture, top 3 profit & cashflow drivers, 45-minute walkthrough. Credited toward your first month of the retainer.
Investment Decision Model
One-time financial model for a hire, equipment, expansion, or investment — clear go / no-go with the math to back it up.
02
Monthly Plans
Invoiced each month. Cancel anytime with 30 days notice.
Fractional CFO Monthly Retainer
Rolling forecast, cashflow model, scenario planning, and a monthly variance call with recommendations.
Save on fees: pay monthly plans by bank transfer — same service, lower processing costs for everyone.
03
Tax Preparation
Annual returns, prepared by a CPA.
Personal Tax Return
Federal + state individual return, done right and on time.
Self-Employed Tax Return
For freelancers and owners reporting business income personally. Every deduction captured.
S-Corp & Partnership Return
Business return plus K-1s, with a review of your books first so nothing gets missed.
Common questions
Is my payment information secure?
Yes. We invoice you directly, and we never see or store your card or bank details.
Can I pay by bank transfer instead of card?
Yes — every invoice offers both card and bank transfer. Bank transfers carry lower processing fees, which is why we recommend them for monthly plans.
How do monthly plans work?
You're invoiced on the same date each month. You can cancel with 30 days notice, and manage everything yourself in the billing portal above.
What if I need a refund?
One-time diagnostics are refundable before work begins. Monthly plans can be cancelled with 30 days notice. Just email us — you'll talk to a human.
I need something not listed here.
Some services — like Catch-Up & Cleanup — are quoted based on your situation. Book a free intro call and we'll send a custom invoice with your quote.