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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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  • White-glove concierge tax planning service symbolizing personalized, high-touch advisory support

    Concierge Tax Planning

    3,500$
     
    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
    • Prior-year return reviewed for planning context
    • Your information set up in planning software
    • Current-year income, deductions and credits reviewed
    • Known changes and planning triggers identified
    • Federal and state tax projection scenarios
    • Planning opportunities and risks identified
    • Upcoming decisions and planning horizon discussed
    • Written summary with projections and recommendations

  • 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.
     
    • 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)

  • vCFO Lite Strategic Reports

    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

  • vCFO Lite Growth Reports

    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

  • vCFO Lite Core Reports

    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

  • 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

  • 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

  • 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

  • vCFO Lite Reports - Add-On 2

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

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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