What’s Included
Every financial function your business needs
Bookkeeping
Clean, accurate, and timely day-to-day ledger management.
Controller Services
Financial oversight, monthly close, and robust accountability.
Fractional CFO
Forward-looking cash flow, forecasting, and strategic planning.
Tax Planning
Proactive strategy for the business and its owners throughout the year.
Tax Preparation
Seamless alignment between corporate and personal annual filings.
One Connected View
TaxFi connects the business, the owners, and the tax strategy.
TaxFi helps clients maximize their wealth through integrated tax and financial planning.
Beyond Cost Savings
The bigger opportunity is what better planning does to the bottom line.
Lower Overhead
Replace multiple full-time roles and disconnected providers with one integrated team.
Better Decisions
Get financial information, forecasting, and strategic guidance connected to the business.
Tax Savings
Identify opportunities throughout the year instead of waiting until tax season.
The goal isn’t simply to spend less on accounting. It’s to keep more of what the business creates.
The Economics
Think about what it would cost to build this internally.
A typical internal accounting department can require multiple specialized hires. Then add payroll taxes, benefits, recruiting, software, management time, and the cost of keeping good people.
TaxFi is designed to deliver the capability of the department without the full internal cost structure.
Typical annual salary$0 — $300K+
Bookkeeper$50–75K
Tax / Accounting Support$60–100K+
Controller$100–160K
CFO$175–300K+
Combined, before benefits and payroll taxes
$385K–635K+
Pricing
Strategic financial expertise. Transparent monthly pricing.
Unlock controller-level accuracy and CFO-level insight without committing to a six-figure hire. Our flat-rate plans deliver clarity, consistency, and confidence in your financial operations.
Core Accounting
Perfect for businesses that need solid bookkeeping and accurate financial reporting.
Starting at
$450 /mo
Financial statement preparationMonthly P&L, balance sheet, and cash flow reports tailored to your business.
Bank & credit reconciliationWe reconcile all bank and credit card accounts to ensure accuracy.
AP/AR reconciliationAccounts payable and receivable reconciliations done monthly.
AP/AR aging reportsWe generate aging reports to track outstanding bills and invoices.
Sync with accounting systemMaintain and monitor data feeds into your accounting platform.
Bill entry & vendor setupAdd new bills, collect W-9s, and manage vendor profiles.
Monthly variance analysisIdentify and explain changes in performance month-over-month.
Monthly financial reviewMonthly call with your dedicated accountant to go over your reports.
Client portal accessReal-time access to reports, documents, and dashboards.
Month-end close processComplete the accounting cycle each month to deliver timely reports.
Email supportReach out with questions anytime — our team’s here to help.
Controller Services
Ideal for growing businesses that need enhanced oversight, internal controls, and financial accuracy.
Starting at
$950 /mo
Detailed reconciliationsMaintain balance sheet schedules and tie out supporting accounts.
Accrual accountingRecord and adjust income and expenses using accrual basis methods.
Revenue recognitionRecognize revenue correctly and reconcile by sales channel.
Internal controlsImplement and monitor controls to reduce risk and ensure accuracy.
Workflow optimizationStreamline and document accounting processes.
Process documentationDocument procedures for closing, reporting, and task ownership.
Custom KPI dashboardsBuild reporting views with KPIs based on your business needs.
Advanced variance analysisDetailed comparisons across departments, locations, or categories.
Audit prep & complianceMonitor for compliance and prep for audits or external reviews.
External stakeholder reportsBuild reporting packages for boards, lenders, and investors.
Bi-weekly review callsMeet every two weeks for real-time financial alignment.
Quarterly strategic sessions60-minute deep dives and annual review with controller-level guidance.
Fractional CFO
For businesses ready for strategic financial leadership, growth planning, and executive-level guidance.
Starting at
$1,450 /mo
Long-term strategyBuild multi-year financial strategies aligned with business goals.
Scenario planningRun “what if” models to evaluate key business decisions.
Budgeting & analysisTrack performance vs. budget and adjust as needed.
Forecasts & projectionsDevelop rolling cash flow forecasts and annual budgets.
Fundraising supportPrepare financials and pitch materials for fundraising efforts.
M&A & capital advisoryAssist with due diligence and capital structure planning.
Pricing & profitabilityAnalyze margins by product, service, or customer.
Weekly CFO accessDedicated office hours to address strategic finance questions.
Monthly exec reviewsMonthly financial review with your leadership team.
Board-ready reportingCreate board decks and materials that drive strategic insight.
Capital & ROI planningPlan major initiatives and assess investment ROI.
Cash & risk managementOptimize cash flow and reduce financial risks across the business.
*$700 one-time fee charged to all new clients. Includes onboarding and implementation.
Add-On Services
Need more than what’s included in your plan? We offer flexible, à la carte solutions to support complex workflows, compliance requirements, and growth initiatives.
Available add-ons include
- Back book projects (historical cleanup or catch-up)
- Custom system & workflow design
- Compiled financials and CPA letters
- Daily cash reconciliations
- Treasury management & payment processing
- Accounts receivable collections
- Inventory & payroll management
- Invoicing & bill pay administration
- Revenue recognition & reconciliation
- Sales channel & POS reconciliation
- Merchant account reconciliation
- Custom KPI tracking & dashboards
- Budgeting & forecasting
- Sales tax registration & filings
- Business & personal tax preparation
Don’t see what you’re looking for?
Talk to an expert and we’ll build a package customized to your business needs.
Contact Us
Contact Us
Let’s talk about the numbers behind your business.
Tell us where things stand today and we’ll follow up to schedule a conversation with the right person on our team.
Phone1-888-268-5589
Office HoursMonday – Friday, 8:00 AM to 8:00 PM Eastern
Address60 E Rio Salado Pkwy, Suite 900