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Upgrade Plan

Choose Your Dedicated Outsourced CFO Service Package. We take care of all your accounting and compliance issues so you can focus on growing your business to the Moon!🚀

Choose your plan

What is your Prior Year Gross Annual Revenue for your Online Business?

$300K/year

STARTUP PACKAGE

$600

/month

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    Quarterly Bookkeeping and Financial Statements Review
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    Annual Federal and State Tax Planning Assistance
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    Quarterly Consulting Calls with U.S CPAs

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    Bi-annual Customer Concentration report and Sales Tax Strategies
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    Personalized Slack Channel for Q&A / Inquiries
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    Archive all Financial data in our secured document depository for 2 years

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    Sales Tax Permit Registration and Return for 1 State

GROWTH PACKAGE

$1000

/month

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    Monthly Bookkeeping and Financial Statements Review

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    Quarterly Federal and State Tax Planning Assistance
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    Monthly Consulting Calls with U.S CPAs

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    Quarterly Sales Tax Planning and Nexus Strategy Implementation
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    Personalized Slack Channel for Q&A / Inquiries
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    Archive all Financial data in our secured document depository for 4 years

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    Sales Tax Permit Registration and Return for 5 States

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    Federal and State Tax Filing for 1 entity (No C-Corps)
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    Cash Flow Analysis
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    Access to Tax Free Ecom Course: Hyperdrive Your After-Tax Profit

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    Business Structure Review
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    Access to special discounts from all of our network of Ecom partners
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    Exclusive Access to a Wealth Management plan assessment built for eCommerce Owners/CEOs
  • Guaranteed $5,000 - Tax savings

CFO ALL-IN PACKAGE

$2000

/month

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    Monthly Bookkeeping with US Certified Financials

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    Monthly Federal and State Tax Planning Assistance
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    Unlimited Consulting Calls with U.S CPAs

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    Quarterly Sales Tax Planning and Nexus Strategy Implementation
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    Personalized Slack Channel for Q&A / Inquiries
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    Archive all Financial data in our secured document depository for 7 years

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    Sales Tax Permit Registration and Return for 15 States

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    Federal and State Tax Filing (up to 2 entities, includes C-Corp)

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    Cash Flow Analysis
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    Access to Tax Free Ecom Course: Hyperdrive Your After-Tax Profit

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    Business Structure Review
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    Access to special discounts from all of our network of Ecom partners
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    Exclusive Access to a Wealth Management plan assessment built for eCommerce Owners/CEOs
  • Historical Bookkeeping Cleanup Service (Previous Fiscal year)
  • Assist with Board Deck and M&A Planning
  • Dedicated Staff to your Team
  • Payroll service with Gusto
  • Bill Pay and Revenue Invoice service

Have Urgent Questions You Need Answered?

Book a FREE consultation call with Alan and talk to a CPA who actually understands and cares for your business.

Alan Chen