ServicesAccounting & Tax Services
At Collaborative CFO, our accounting and tax services go beyond number crunching – they are a strategic partnership designed to fuel the financial success of your business.Basic Plan
$600-725/ Mo.
- QBO Essentials Subscription
- Up to 5 Accounts (Bank, Credit Card)
- Up to 100 Transactions (Total)
- Monthly Historical Reconciliation
- Monthly Financial Reports
Premium Plan
$1250-1500/ Mo.
- QBO Plus Subscription
- Bill.com Subscription
- Up to 10 Accounts (Bank, Credit Cards)
- Asset and Loan Tracking/Reconciliation (Up to 5 Loans)
- Up to 200 Transactions per Month (Total)
- Up to 26 Payroll Recording Journal Entries per Year
- Monthly Historical Reconciliation
- Monthly Depreciation Journal Entries
- Monthly Financial Reports (with some explanation)
- Quarterly Zoom Meetings (30 Mins)
- End of Year Accounting Adjustments and Closing of Books
Deluxe Plan
$3000+/ Mo.
- QBO Plus Subscription
- Bill.com Subscription
- Up to 15 accounts (Bank, Credit Cards)
- Asset and loan tracking/reconciliation (Up to 15 loans)
- Up to 300 Transactions per Month (Total)
- A/R and Deposit Processing (Up to 20 per month)
- Up to 52 Payroll Recording Journal Entries per Year
- Monthly Historical Reconciliation
- Monthly Depreciation Journal Entries
- Mandatory Monthly Meetings (1 hour)
- Monthly Management Reports
- End of Year Accounting Adjustments and Closing of Books