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Service Packages
Service Packages
We have a service level to suit every small business and every budget - even free! I am passionate about helping small businesses thrive, so please reach out and see how I can support you, wherever you are on your journey.
We have a service level to suit every small business and every budget - even free! I am passionate about helping small businesses thrive, so please reach out and see how I can support you, wherever you are on your journey.
Seed - Advisory only, from $0/month
Seed - Advisory only, from $0/month
Are you just getting started and need more advice than you have budget? Then you're in the right place!
Are you just getting started and need more advice than you have budget? Then you're in the right place!
This tier of services offers an advisory meeting twice a year with our CPA, Lis. This tier is usually best suited to solopreneurs and other budding businesses that are not yet ready to invest in regular accounting services. Eligibility for this tier is capped at $100,000 annual profit and to clients who do not have a paid accounting or bookkeeping service.
There are currently 6 slots open for this tier! Contact us today to reserve yours: connect@ozarkadvisory.com
Grow - Advisory and Bookkeeping, from $395/month
Grow - Advisory and Bookkeeping, from $395/month
This service level is ideal for the small business that is ready to hand off the day-to-day bookkeping hassle and allow me to reduce your stress, both with regular business and financial advising calls, as well as with less time tracking transactions.
This service level is ideal for the small business that is ready to hand off the day-to-day bookkeping hassle and allow me to reduce your stress, both with regular business and financial advising calls, as well as with less time tracking transactions.
Services include:
Monthly bookkeeping and financial preparation
Quarterly (or, for $695 and up, monthly) advisory calls with our CPA, Lis
Quarterly tax estimates and compliance advice
Annual tax filing can be added on to this package but is not included
There are currently 8 slots open for this tier! Contact us today to reserve yours: connect@ozarkadvisory.com
Scale - Advisory and Bookkeping, from $950/month
Scale - Advisory and Bookkeping, from $950/month
As your business grows, your accounting duties shouldn't! When you're adding more staff, or more branches, or other complexity, we can help alleviate your workload.
As your business grows, your accounting duties shouldn't! When you're adding more staff, or more branches, or other complexity, we can help alleviate your workload.
Services include:
Monthly bookkeeping and financial preparation
Monthly advisory calls with our CPA, Lis
Quarterly tax estimates and compliance advice
Forecasts, budgets, and projections
Bill payment
Invoicing support
Annual tax filing can be added on to this package but is not included
There are currently 4 slots open for this tier! Contact us today to reserve yours: connect@ozarkadvisory.com
Enterprise - Part-time CFO/COO to join your team, from $1,000/week
Enterprise - Part-time CFO/COO to join your team, from $1,000/week
When your need your financial guru in your business, not outside of it, this is the tier for you! I will join your executive team on a part-time basis, providing more strategy and support than outside consultant can, while saving you from the need to pay a full-time salary. Most engagements start at 5-10 hours/week, but can scale up to meet your needs.
When your need your financial guru in your business, not outside of it, this is the tier for you! I will join your executive team on a part-time basis, providing more strategy and support than outside consultant can, while saving you from the need to pay a full-time salary. Most engagements start at 5-10 hours/week, but can scale up to meet your needs.
Services include:
Committed daily or weekly schedule of time dedicated exclusively to your business.
Leadership and "boots on the ground" action on finance, operations, banking, compliance, and many other topics.
Optionally can include bookkeeping, tax preparation, etc.
We will co-create a scope of work that alleviates your pain points and ensures that your business has the CFO/COO executive leadership needed to thrive in your enviroment.
There are currently 2 slots open for this tier! Contact us today to reserve yours: connect@ozarkadvisory.com
Tax return preparation & filing - from $50/month
Tax return preparation & filing - from $50/month
This is probably not your favorite topic, but it can't be avoided forever, so let us help! We only offer tax services for clients who are engaged year-round with another package. We will handle simple taxes in-house, and will refer you to some great partners for more complicated tax situations. Tax return pricing varies by complexity, but most business returns start at $50/month added on to your existing package. I will always be transparent with you about pricing and about whether your tax situation requires specialized expertise.
This is probably not your favorite topic, but it can't be avoided forever, so let us help! We only offer tax services for clients who are engaged year-round with another package. We will handle simple taxes in-house, and will refer you to some great partners for more complicated tax situations. Tax return pricing varies by complexity, but most business returns start at $50/month added on to your existing package. I will always be transparent with you about pricing and about whether your tax situation requires specialized expertise.
Looking for something a little different? Let's talk! As a small, boutique firm, I am able to customize services and packages. I will always give you my honest best advice when we discuss services, even if that best advice is "you shouldn't hire me". So, let's talk - we'll either find a service package that works great for both of us, or I can help you find another provider who will better suit your needs.
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