Service Bundles
Comprehensive Solutions, Maximum Value
Comprehensive packages combining multiple services at special rates for maximum value. Save money and simplify your financial management with our carefully crafted bundles.
Solo Pro Compliance
$575/mo
12 months
Includes:
- ✓Bookkeeping Essential
- ✓1040 w/ Sch C
- ✓Annual tax planning
SMB Compliance
$1025/mo
12 months
Includes:
- ✓Bookkeeping Growth
- ✓1065 or 1120‑S
- ✓Up to 15 1099s
- ✓Annual tax planning
Operate + CFO
$3995/mo
90‑day min
Includes:
- ✓Bookkeeping Full Service
- ✓CFO Lite
- ✓Business return (1120‑S or 1120)
Sprint‑to‑CFO Path
$5500 then $4500/mo
project→retainer
Includes:
- ✓Operating Plan & Model sprint
- ✓CFO Growth (with $1,500 credit)
Why Choose a Bundle?
💰
Cost Savings
Save money with bundled pricing compared to individual services
🎯
Comprehensive Care
All your financial needs covered in one convenient package
🤝
Seamless Integration
Services work together for better insights and efficiency
Ready to Get Started?
Choose the bundle that fits your business and start saving today