Services

Aligned CPA Solutions

Your Success, Our Priority

Core

Starting at

$500 /month

Monthly Accounting
Business Tax Return
Tax Projection
Year-End Tax Meeting
Initial Alignment Session
Optional Add On Services
My Core Mastery: Core24
Payroll Processing

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Operational

Starting at

$1000/month

All Core Services Plus
Quarterly
Advisory Meeting
Custom Management Reporting
Financial KPI Tracking
Annually
Budget Development

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Strategic

Starting at

$2000 /month

All CORE Services Plus
Monthly
Advisory Meeting
Cusom Management Reporting
Custom Financial & KPI Tracking
Cash Flow Analysis
Forecasting
Annually
Budget Development
Strategic Financial Session

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Fractional CFO

Starting at

Custom Quote

Month-End Close
Monthy CFO Session
Customized KPI Tracking
Annual Budget
Cash Flow Analysis
Forecasting
Strategic Financial Goal Setting
Banking Relationships
Board Presentations
Custom Management Reporting
For businesses who have in-house bookkeeper /controller

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Add Ons

Written Process

Team Building

Payroll

Tax Planning

Strategic Planning

Employee Handbook

Business Coaching

Trust Account (Law Firms)

Let’s work together to achieve your business aspirations!

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