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Service Options

These services are designed for individuals and business owners who need targeted support without entering into a full-service client engagement.

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Services are grouped by commitment level:
A) Entry & subscription options
B) One-time planning & evaluations
C) Strategic and advisory services

  • A) Monthly Tax & Finance Insights

    15$
    Every month
    Curated monthly emails for subscribers with plain-language tax updates, IRS alerts, business finance tips, and key deadlines.
     
    • Stay informed without having to read IRS bulletins
    • Individual tax, business tax, finance and special interest
    • Individual tax planning
    • Business tax issues, day-to-day business management

  • A) Monthly Tax & Finance Insights + Tips

    20$
    Every month
    Curated monthly email for subscribers with plain-language tax updates, IRS alerts, business finance tips, and key deadlines. Plus weekly tax tip videos.
     
    • Bite-sized and informative tips on tax and financial changes
    • Stay informed without having to read IRS bulletins
    • Business tax issues, day-to-day business management
    • Individual tax planning
    • Individual tax, business tax, finance and special interests

  • A) Quarterly Estimated Tax Reminder Club

    75$
    Every year
    An annual membership that provides quarterly reminders, payment links, worksheets, and mini-guides to avoid underpayment penalties.
     
    • Quarterly estimated tax payment reminders
    • Payment links to make payments online
    • Payment calculation worksheet(s)
    • Mini-guide to help you avoid underpayment penalties

  • C) Profit Planning + Goal Tracking

    50$
    Every month
    +$450 Profit first setup
    Initial profit first review and setup + ongoing reminders
     
    • Profit First–style setup
    • Monthly reminders
    • Goal/accountability check-ins

  • C) vCFO Lite Core Reports - Bronze

    50$
    Every month
    Perfect for solopreneurs and microbusinesses needing clarity on “what’s happening” each month.
     
    • Profit & Loss Summary
    • Balance Sheet Snapshot
    • Cash Flow Summary
    • Tax Set-Aside Estimate

  • C) vCFO Lite Growth Reports -Silver

    100$
    Every month
    Ideal for small but growing businesses who want oversight without meetings.
     
    • Gross & Net Margin Tracker
    • Expense Ratio Dashboard
    • Budget vs. Actual Summary
    • Receivables & Payables Report

  • C) vCFO Lite Strategic Reports - Gold

    150$
    Every month
    Designed for established small businesses ready to make data-driven decisions.
     
    • Revenue Stream Breakdown
    • Top Clients & Vendors
    • 3-Month Forecast Snapshot
    • KPI Dashboard
    • Executive Summary

  • C) Profit Planning Quarterly Goal Review

    200$
    Every 3 months
    Add on to the Profit Planning + Goal Tracking Subscription
     
    • Quarterly goal review
    • Deeper analysis, adjustments, and strategic recommendations

  • C) vCFO Lite Reports - Add-On 1

    175$
    Every 3 months
    Quarterly Strategy Call (30 min), must have an existing service
     
    • Walkthrough of reports and insights

  • C) vCFO Lite Reports - Add-On 2

    20$
    Every month
    Email Summary Delivery
     
    • Personalized summary with key takeaways each month

  • B) Reasonable Compensation (S & C Corps)

    1,500$
     
    Evaluate whether owner wages align with IRS reasonable compensation standards using industry benchmarking. Includes risk assessment and written findings for S and C corporations.
    Valid for one month
    • Review of business activity, owner role, and time commitment
    • Industry compensation benchmarking using third-party data
    • Analysis of current wages vs. distributions/dividends
    • Written summary of findings and risk considerations
    • High-level recommendations (no payroll changes implemented)
  • White-glove concierge tax planning service symbolizing personalized, high-touch advisory support

    C) Concierge Tax Planning (Gold)

    2,000$
     
    Guided, white-glove tax planning focused on clarity, context, and forward-looking decisions. Ideal for clients who want advisor-led planning without a self-serve process.
     
    • Pre-call planning questionnaire
    • Guided tax planning discovery call
    • Review prior-year return for planning context
    • Setup of client information in planning software
    • Review current year income, deductions, & credits
    • Review of known changes and planning triggers
    • Discussion of changes, upcoming decisions, and planning hori
    • Federal and state tax projections scenarios
    • Identification of planning opportunities & risks
    • Written summary of findings, tax projections, and planning r

All subscriptions are set to auto-renew at the end of each billing period according to the selected plan. Renewal charges will be automatically processed using the payment method on file, unless the subscription is canceled in accordance with our 30-day cancellation policy.

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