Freelancers & Solopreneurs

Services & Product Options

Personal CFO

Starting at $65 per month

For individuals or families who want more than a "tax guy". Most people come across financial questions throughout their day-to-day life — and expert answers can be hard to come by! Especially answers that are custom to your situation. With your Personal CFO monthly fee we will develop a personal financial plan, make sure you are on track for tax time, and prepare your return — and your dependent kids returns — at tax time. And with the complete picture at hand, help and guidance are a phone call or email away all year long. Perfect for the person or family who works a W-2 job (or two) and wants help throughout the year without breaking the bank.

Currently booked for new clients — Referrals Only

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Includes:

  • Complete financial plan
  • Annual updates to your plan
  • Custom tax time checklist & worksheet
  • Annual personal tax preparation
  • Tax projections
  • Monthly newsletter
  • Questions and consultations
  • "Tools list" of external resources

Freelancer CFO

Starting at $140 per month

If you are self-employed or if your main source of income is your own business (regardless of entity type) then this is the package for you. It includes all the same planning throughout the year as the Personal CFO package, but also includes preparation of entity returns (Schedule C, LLC, S-Corps, or C-Corps) along with your personal return. This package is perfect if your needs go beyond personal questions and all your financial decisions are intertwined between you and your business. Questions about how to run your business are included: entity selection, how to use retirement plans, billing methods, and all the other pitfalls that a self-employed person might encounter.

Currently booked for new clients — Referrals Only

Contact me for more information »

Includes:

  • Complete financial plan
  • Annual updates to your plan
  • Custom tax time checklist & worksheet
  • Annual personal tax preparation
  • Annual business entity tax preparation
  • Tax projections
  • Monthly newsletter
  • Questions and consultations
  • "Tools list" of external resources

Start-Up Package Add-on

Starting at $750

If you are brand new to business, or a Freelancer that wants to be on the monthly Freelancer package but don't have the books in place yet. This package can you get up and running in no time. It includes everything you need to be keeping books for your business. If you are an active business and want your historical data in the books, in addition to getting books going forward, there is an additional charge of $200 per month of historical data.

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Includes:

  • Establishment of online accounting platform
  • Chart of accounts design
  • Establishing account linkages
  • Entity selection assistance
  • Basic training on your new books

Freelancer Special Add-on

Starting at $300 per month

Includes the Freelancer Package, along with a monthly downloading and reconciling of your bank and credit card transactions. We run the books for you and your company, all you have to do is bill your client and collect money, we take care of the rest!

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If you need help at more than just the CFO level give us a call! We can reconcile your accounts, run your invoicing, pay your bills and perform other specialty functions. All of these are done on the same flat fee, no nonsense way that our clients enjoy.

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Get in contact with CFO Andrew and learn more about the above products and services he offers.