Bookkeeping Premium Packages

Packages for Clients with over 100 transactions and need more detailed attention. Both packages include:

Monthly Transaction Categorization

Monthly Account Reconciliation

Insightful Monthly Reporting

Estimated Tax Calculations

Month-End and Year-End Financial Analysis

Boss-Up CFO Package

$1,000 – $2,000 and above

Our all-inclusive CFO service can vary from $1,000 to $2,000, offering comprehensive solutions that cover bookkeeping, payroll, taxes, and business consulting. Manage 3 bank or credit card accounts, giving you greater financial oversight.

  • Additional Account Options: Manage extra third-party or credit card accounts beyond the included ones for a nominal fee of $75 per account, per month.

  • Additional 30 minute 1-on-1 online Review (60-minute monthly)

  • 50% off all Webinars held solely by Michelle A Wilson

  • Business Tax preparation Included: W9/1099 Year-End Preparation. Payroll available at an additional fee.

Elite CFO Service Package

$2,500 and above

All-Inclusive Financial Management starts at $2,500. Certification packages discounted 25%. This package is the pinnacle of financial management and advisory services, incorporating all features from our Comprehensive and Premium Service Packages, along with the following exclusive benefits:

  • Weekly Strategy Sessions: Engage in weekly one-hour Zoom meetings for in-depth financial strategy discussions. + Annual In-Person Consultation: For clients in Georgia or New York, Michelle offers an annual in-person visit to your location.

  • Multi-Account Reconciliation: Benefit from the reconciliation of up to six bank credit card, or 3rd party processor account for comprehensive financial oversight.

  • Document Assistance: We assist in fulfilling all legally mandated accounting-related document requests.

  • Exclusive Professional Network Access: Gain access to Michelle’s handpicked team of outsourced professionals specializing in tax planning, tax resolution, financial planning, and insurance. Please note that separate fees apply for services rendered by these professionals.

Coming Soon for Elite CFO Service Package

For clients outside of Georgia and New York, look forward to annual on-site consultations with Michelle to further enhance your financial strategy and team collaboration.

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