Harmony CFO
Service Plans and Pricing Information
Business Services Plans
S Corp Advantage Plan
- Bi-monthly metric, report review, and tax progress meetings
- Bi-weekly bookkeeping cycle
- Monthly payroll processing
- Business annual income tax and 1099 preparation
- Five hour block of Fractional CFO service included annually
Core Services Plan
- Monthly metric, report review, tax progress, and CFO meetings
- Quarterly tax avoidance planning and strategy sessions
- Weekly bookkeeping cycle
- Payroll processing (bi-weekly or less frequent)
- Business annual income tax and 1099 preparation
Enhanced Services Plan
- Core Services Plan Elements plus:
- Weekly consultations – budget, metrics, tax, and growth strategy
- Fractional CFO services – Five hour per month inclusion (additional time options)
- Process & automation support – Five hour per month inclusion (additional time options)
- Daily bookkeeping cycle
- A/P & A/R support
- Slack communication integration
Learn More About Business Service Plans
From years of experience, we have found these key services to be ideal packages for many businesses. Discover the difference with our business service plans. Gain clarity and confidence in your financial operations with transparent pricing and comprehensive support tailored to your needs. From meticulous bookkeeping to strategic CFO and tax services, we’re here to elevate your business to new heights at a cost-benefit ratio that is hard to beat. Learn more about how our service plans or a customized solution can empower your success.
Personal Services Plans
Personal Advisor Plan
Support for Your Financial Journey- Monthly planning and progress meeting
- Debt-reduction planning
- Goal and target development
- Budget creation, maintenance, and accountability support
- Personal tax strategy resources
Personal Finance Manager Plan
Outsourced Financial Stewardship- All Personal Advisory Plan elements
- Active personal financial stewardship and goal-oriented management
- Weekly session with your dedicated team
- Budget management and bookkeeping
- Discretionary spending allocations and tracking
- Direct communication channels
- Bill and payment processing
- Banking and cash management
- Debt-reduction and investment relationship support
- Income tax planning and return preparation
Learn More About Personal Service Plans
Unlock financial freedom with our personalized advisory and management plans. Navigate life’s financial complexities with ease, from getting back on track to knocking out debt and winning. Our expert guidance ensures your financial goals are within reach. Experience peace of mind and a secure financial future. Delve deeper into our tailored plans to start your journey towards financial well-being.
The plan and pricing information provided on this page is intended to give you a high-level understanding of our service plans and the value they offer. However, please note that the details outlined here are for informational purposes only and do not constitute a binding agreement.
Our service plans and pricing may be subject to change without prior notice, and while we strive to keep the information on this page accurate and up-to-date, discrepancies may occur. Please note that when we use “from” in our pricing, it signifies a base plan level that may be subject to customization based on individual client needs.
It’s important to emphasize that the information presented here is not exhaustive and does not replace the terms and conditions outlined in our service agreements. These agreements provide comprehensive details regarding the services we provide, associated costs, and the terms that govern our relationship with clients. Our services are exclusively provided through terms established by services agreements with our clients.
We understand the importance of transparency and clarity in our pricing structure. Our team is dedicated to answering any questions you may have regarding our services and pricing.
All prices listed are effective as of June 11, 2024.