Pricing
Strategic Accounting
$999.99
Per Month
Monthly Expenses
Dedicated Account Manager: Personalized financial guidance and support.
Monthly Financial Reports: Includes profit & loss, revenue charts, and cash flow summaries.
Customized Financial Advice: Tailored recommendations for strategic growth and investment planning.
Financial Clarity: Confident decision-making with proactive tax management and financial security.
Transformative Financial Management: Align every financial decision with your personal and professional goals.
Strategic Accounting
$999.99
Per Year
Annual expenses
Dedicated Account Manager: Personalized financial guidance and support.
Monthly Financial Reports: Includes profit & loss, revenue charts, and cash flow summaries.
Customized Financial Advice: Tailored recommendations for strategic growth and investment planning.
Financial Clarity: Confident decision-making with proactive tax management and financial security.
Transformative Financial Management: Align every financial decision with your personal and professional goals.
CFO Services
$999.99
Per Month
Monthly Expenses
Customized Financial Modeling: Experience a fully tailored financial model, including detailed Profit & Loss, Balance Sheet, and Cash Flow analyses, for comprehensive financial oversight.
Scenario Planning: Engage in thorough scenario planning with base case, bear case, and bull case analyses to prepare for various business situations and outcomes.
Budget vs. Actuals: Keep track of your financial performance with our detailed budget vs. actuals analysis, ensuring you stay on target with your financial objectives.
Strategic Decision-Making Tools: Utilize enhanced monthly reports to model business initiatives, identify key financial drivers, and understand the impact of decisions on your bottom line.
Industry-Specific KPI Dashboard: Gain insights with a customized dashboard tailored to your industry, focusing on key performance indicators (KPIs) that matter most to your business.
CFO Services
$999.99
Per Year
Annual expenses
Customized Financial Modeling: Experience a fully tailored financial model, including detailed Profit & Loss, Balance Sheet, and Cash Flow analyses, for comprehensive financial oversight.
Scenario Planning: Engage in thorough scenario planning with base case, bear case, and bull case analyses to prepare for various business situations and outcomes.
Budget vs. Actuals: Keep track of your financial performance with our detailed budget vs. actuals analysis, ensuring you stay on target with your financial objectives.
Strategic Decision-Making Tools: Utilize enhanced monthly reports to model business initiatives, identify key financial drivers, and understand the impact of decisions on your bottom line.
Industry-Specific KPI Dashboard: Gain insights with a customized dashboard tailored to your industry, focusing on key performance indicators (KPIs) that matter most to your business.
Business Formation
Starting at $1,300
Expert Consultation: Get personalized advice to identify the ideal business structure (LLC, S-Corp, etc.) for your unique scenario, ensuring solid foundations for growth.
Seamless Business Setup: Comprehensive handling of business setup complexities, from documentation to legal compliance.
Strategic Business Planning: Receive guidance on long-term strategy, structuring your entity for adaptability and expansion.
Banking Structure Setup: Includes setup of a robust US banking structure, vital for efficient financial management, especially beneficial for US expats and digital nomads.
Specialized Support for Diverse Needs: Tailored business formation services for content creators, US expats, foreign investors, and digital nomads, ensuring legal soundness and financial organization.
Tax Strategy
Starting at $1,300
Customized Tax Strategies: Receive tax strategies tailored to your unique lifestyle and business model, whether you’re a content creator, expat, foreign investor, or digital nomad.
Expert Guidance and Proactive Planning: Benefit from direct access to tax experts and proactive tax planning, with bi-annual reviews to devise a tax strategy that minimizes liabilities and aligns with your goals.
Stress-Free Tax Preparation and Filing: Enjoy accurate, compliant tax filings with maximized deductions, transforming tax time into a hassle-free process.
Ongoing Tax Support: Get continuous support for any tax inquiries and monthly consultations to keep you informed and confident in your tax decisions.
Strategic IRS Management: TaxProlific helps you strategically manage your ‘silent partner’ – the IRS – ensuring your financial decisions are beneficial and tax-efficient.
Additional Services:
- 1099–NEC filings: 10 included, then $49/filing
- 1099-NEC contractor data collection: $299/hour
- Additional city income tax filing: $500/city
- Additional state income tax filings: $500/state
- Foreign financial accounts: $500/FBAR
- Tax strategy planning: Based on Complexity
- Franchise/B&O Tax Filing: $500/filing
- Property Tax Filing: $500/filing
Accounting Clean-Up
Pricing Based on Complexity
Comprehensive Financial Consultation: Start with an in-depth consultation to accurately assess your financial status and set clear objectives.
Strategic Financial Analysis and Planning: Conduct thorough evaluations of your financial situation and business structure to create a plan for compliance and efficiency.
Correcting Employee Classification: Address and rectify any misclassifications of employees and contractors for legal compliance.
Business Structure Optimization: Restructure your business entity, if necessary, for enhanced tax efficiency and operational effectiveness.
Financial Record Organization: Systematically clean up and organize your financial records for precise reporting and better decision-making.