Simple, transparent pricing plans for Bookkeeping, Tax, and CFO Services
Handyman
Monthly accounting designed for handymen and self employed tradesman that want to stay compliant and save on taxes.
Billed annually
Handyman bookkeeping includes
Essential
For small businesses in in their first year or spending less than $500k per year.
Every Filing Includes:
Free tax extension
Federal corporate income tax filing
State corporate income tax filing
Email and phone support
Estimated
$1,750
per filing year
Today CFO bookkeeping plan required
Growth
Best for startups, S-Corp and Partnerships with no foreign subsidiaries.
Every Filing Includes:
Free tax extension
Federal corporate income tax filing
State corporate income tax filing
State franchise tax filing
Year-round support via email, text and Zoom
Up to 15 1099-NEC Filings
Up to 2 partners (form K1)
Estimated
$2,450
per filing year
Today CFO bookkeeping plan required
Corporate
Best for scaling Incorporated and C-Corp businesses with multiple partners and investors.
Every Filing Includes:
Free tax extension
Federal corporate income tax filing
State corporate income tax filing
State franchise tax filing
Year-round support via email, text and Zoom
Up to 25 1099-NEC filings
Up to 4 partners (form K1)
Estimated
$3,600
per filing year
Today CFO bookkeeping plan required
Tax Planning
Your CFO reviews business performance and extract key insights every month based on your financial position and goals.
Your Tax Plan Includes:
Ensure you never overpay in Taxes
Comprehensive Annual Tax Plan
Review prior years for missed deductions
Legal entitle optimization across LLC, S Corp, C Corp & Partnership
Retirement planning & strategy to hit an extra $1M by retirement
CJA, FFCRA, CARES, COVID Relief Bill review for liability minimization
IRS & court case references for audit support
$825
per month
Budgeting
Your CFO takes a proactive approach, creating a budget and forecast model to create a strategic vision and track progress.
Every Budget & Forecast Includes:
Fully customized financial model
18 month profit & loss forecast
18 month balance sheet forecast
18 month cash flow analysis
Scenario planning for up best, anticipated and worst cases
Budget vs. actuals comparison
Quarterly roll-forward analysis
Industry-specific KPI dashboard
$1,650
per month
CFO Plus
Your business gets the complete CFO experience with Tax Planning, Budget & Forecast and beyond with a highly engaged embedded approach.
Your CFO will:
Everything in our Tax Planning package
Everything in our Budgeting Package
Nexus study
Reduce vendor expenses by 10%
Review banking agreements
Annual full business review & planning (on-site options available)
Headcount Planning
Revenue source analysis
Dedicated, directly accessible part-time CFO
$4,375
per month
Why we're different
There's a reason Today CFO is the fastest growing small business accounting firm in the US
The most tech-forward
We have an unbeatable combo: a team of finance experts paired with a top-notch in-house automations team.
The result? Deep integrations with the tools you already use, and a seamless platform for staying on top of everything.
The most experienced
We're trusted by hundreds of companies because we've helped countless startups achieve success.
We understand the unique challenges that came with growing a business and have the expertise and experience you need to scale.
The most scalable
We're the last accounting firm you'll ever need to hire.
We support brand new startups and large companies, so no matter how your needs evolve, we've got you covered.
FAQ
What services does Today CFO offer?
Today CFO provides a complete outsourced financial department for your growing business, including bookkeeping, FP&A, (Financial Planning & Analysis), Virtual CFO, proactive tax planning, and HR services. We help businesses manage their financial operations and make informed decisions to drive growth.
Does Today CFO help businesses like mine?
Our services are best suited for service based business startups, small to medium-sized businesses, and scaling companies who need to professionally structure their financial operations, streamline processes, procedures and safety, and gain strategic insights to make better financial decisions.
What makes Today CFO different from other financial service providers?
We specialize in helping business owners transition away from awkward financial interaction with their vendors and customers by installing a professional accounting department in their business to shoulder the daily tasks. This frees up the business owner to interact with his clients and vendors on a more appropriate level without giving up safety and control.
Do I have to train the Today CFO staff?
No, and that's the best part. During the onboarding period, we will learn how your business runs and what your goals are. From there, we take our experience with hundreds of businesses of all sizes and install the best practices you need when you need it. Including software, processes, safety practices and all the other things you didn't know to ask for.
What is the Today CFO Strategy Suite?
The Today CFO Strategy Suite is our full outsourced accounting department solution. We bring integrated solutions such as timely month end reporting, cash flow insights, strategy planning, and tax optimization to help your business scale efficiently and confidently.
Can Today CFO handle my company's tax planning and filing?
Yes, GrowthLab offers proactive tax planning, inspired by your financial performance and your goals to help minimize liabilities and ensure compliance. We also handle tax preparation and filing on the sate and federal levels. All while helping your business avoid surprises without deadline panic.
How do I know if my business needs FP&A services?
If your business struggles with budgeting, forecasting, or understanding its financial performance, FP&A services can help. Today CFO's FP&A team provides the insights and tools you need to make data-driven decisions and achieve your financial goals.
How can I get started with Today CFO?
Every engagement starts with a Financial Risk Assessment™. This is a process we created in 2015 that allows us to fully assess your current business along with your future vision. We review and measure over 120 different financial and operational aspects of your business to create a customized plan that helps you achieve those goals stress-free.
See what freedom from accounting looks like
Partner with a team that understands your goals, deadlines, and dollars — and delivers bookkeeping, tax, and CFO support you can count on.
Industries
Startups
Construction & Trades
Retail & E-commerce
Professional Services
Life Sciences
Resources
Resources Library
Blog
Events
Today CFO Demo
Glossary
Chart of Accounts
Ask an Expert
Back Office Guide
Financial Risk Assessment
Tax Compliance Checklist
Reasonable Compensation Report
Company
About Us
Why Today CFO
FAQ
Careers