NeedaCFO Virtual CFO Services

 

You don’t hire a CPA to fill in the blanks for you on a tax form.

 You hire a CPA for their expertise and knowledge.

 

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TAX CLIENT $400 ANNUALLY

  • Free to email with questions
  • Schedule Free Consultations
  • File one US Federal income tax return
  • File one state income or franchise tax return

CONSULTANT CLIENT $150 MONTHLY

  • Free to email with questions
  • Schedule Free Consultations
  • File one US Federal income tax return
  • File one state income or franchise tax return
  • Quickbooks Online Essentials subscription
  • Quarterly financial statements

STARTUP CLIENT $500 MONTHLY

  • Free to email with questions
  • Schedule Free Consultations
  • File three US Federal income tax return
  • File threestate income or franchise tax return
  • Quickbooks Online Plus subscription
  • Quarterly financial statements
  • Semi-annual financial review

SUCCESS CLIENT $1,000 MONTHLY

  • Free to email with questions
  • Schedule Free Consultations
  • File three US Federal income tax return
  • File threestate income or franchise tax return
  • Quickbooks Online Plus subscription
  • Monthly financial statements
  • Quarterly financial review

Add on services for any of the above

  • Xero bookkeeping account add $50 per month
  • sales tax reporting $50 add per month per state
  • full service payroll for up to 5 US employees add $100 per month

Subscription Options



Note that your access to online

services will be cancelled.