
Premium accounting, tax, and CFO-level solution for high-performing businesses including:
Daily financial monitoring with predictive analytics and real-time alerts
Complex multi-entity tracking with advanced investment and asset management
Annual tax return preparation with sophisticated tax strategy optimization
Twice-weekly 90-minute executive financial planning sessions
Enterprise-grade software with comprehensive forecasting and scenario modeling
White-glove service with on-demand access to senior financial professionals
Perfect for: High-revenue businesses, successful consultancies, and established professionals requiring executive-level financial leadership and strategic planning.
Add-ons: Payroll ($8/employee/month), executive consulting ($250/hour), comprehensive business valuation (from $2,500/month).