Plans Designed for Your Enterprise
We invest time in your enterprise to provide a tailored financial strategy that contributes to your success.
Core
For pre-revenue companies
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< $30K in mo expenses $499 /mo billed annually*
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< $60K in mo expenses $559 /mo billed annually*
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< $100K in mo expenses $639 /mo billed annually*
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< $150K in mo expenses $739 /mo billed annually*
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< $200K in mo expenses $839 /mo billed annually*
Scope of Service:
- Dedicated finance expert oversight
- Cash-basis bookkeeping with quarterly financial close
→ Monthly close available for an additional $150/month - Preparation of Profit & Loss, Balance Sheet, and Cash Flow Statements
- Burn rate calculations (upon request)
Pricing:
- $839/month, which includes a $200/month first-year pre-revenue discount
- Pricing covers one bank account and one credit card account
→ Each additional account adds $100–$150/month due to extra reconciliation work - Pricing assumes up to 500 transactions per month; higher volume may affect the fee structure
Plus
For revenue-generating companies
Custom Pricing
Starts at $1,500/mo
We’ll look at the unique characteristics of your business like your revenue model, inventory volume, entity structure, and more to tailor a plan that’s right for you.
All shown plans prepaid annually.
Our Tax Preparation Plan includes >>>>>>>>>>>>>>>>>
- Federal Corporation / Limited Liability Company Income Tax Filing
- State corporate income tax filing
- State franchise annual report filing
- Free tax extension
Basic
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Designed for small to mid-sized businesses, including profitable C-Corporations, S-Corporations, and LLCs without foreign reporting requirements. (Typically suited for businesses with under $2 million in annual revenue or assets.)
Essentials
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Designed for established or expanding businesses with over $2 million in annual revenue or assets, including profitable C-Corporations, S-Corporations, and LLCs with foreign reporting requirements. (Typically suited for businesses with multiple entities, larger transaction volumes, or international operations.)
Basic
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Designed for profitable C-Corporations, S-Corporations, and LLCs with multi-state apportionment or complex reporting requirements. (Typically suited for businesses operating in multiple jurisdictions or managing substantial interstate activities.)
Additional Services
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1099–NEC filings 10 included, then $5 / filing
Covers electronic filing fee. Preparation work in an additional service billed hourly.
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1099-NEC contractor data collection $125 / hour
Work completed by Flex to support 1099-NEC filings.
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Additional City income tax filings $250-500 / State
1 city filing is included with Tax Essentials and Hogh-Torch and additional fees will apply for more city filings.
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Additional state income tax filings $500 / State
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Foreign subsidiaries 5471 $2,000 / subsidiary
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Foreign Shareholder Return 5472 $500 / Subsidiary
For foreign shareholders with >25% equity in the company for the tax year.
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Foreign Financial Accounts $200 / FBAR
Include up to 6 foreign accounts. Additional carry an additional charge.
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Loan Experienced Staff $150 / Hour
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CPA Representation $375 / Hour
IRS resolution & audit support, federal or state correspondence
Other Tax Returns
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From 1023 or Form 1023-Ez Application for Tax Exempt Status $2,000 / Case
Does Not Include Federal Fee (About $450 to $850
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Form 990’s and all related forms $2,500 / Filing
Covers electronic filing fee. Preparation work in an additional service billed hourly.
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Form 706 or Form 1041 and All Related Forms $2,000 / Filing
Estate Tax Return (Form 706) or Income Tax Return for Estates and Trusts (Form 1041)
Basic
billed annually
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Your CFO analyzes business performance and extracts key insights
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+ $8,100 Budget & Forecast Model charge
Essential
billed annually
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Your CFO initiates strategic projects and becomes a catalyst for growth
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+ $8,100 Budget & Forecast Model charge
High-Touch
billed annually
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Your CFO becomes deeply integrated with your team to lead data-driven strategies
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Budget & Forecast Model charge waived!
The Budget & Forecast Model for every plan includes
- Fully customized financial model, including: Profit & Loss, Balance Sheet, and Cash Flow
- Budget vs actuals
- Headcount & compensation plan
- Scenario planning (base case, bear case, bull case)
- Industry-specific KPI dashboard
Not seeing a plan that’s right for you? Get in touch and we’ll help you build a custom plan that meets your unique needs.
CFO Services is a product offering from Flex. We do not provide any full-time or part-time corporate officers.
Tax Extension Assistance
If you need help filing a six-month tax extension without engaging our full tax preparation services, we charge a $200 non-refundable upfront fee. This fee will be credited toward your tax preparation if you later engage us for filing your return. Please note: an extension only provides more time to file your return—it does not extend the deadline to pay any taxes owed. To avoid penalties and interest, any tax due must be paid by the original IRS deadline.
Service Deposit & Expedited Processing
Service Deposit: A 50% deposit is required before we begin work on any engagement.
Expedited Processing: For documents submitted less than 15 days before a deadline, an additional $300 base fee plus $60 per day will apply to cover overtime required by our team.
⚠ Final 2-Day Policy: Expedited processing is not available within the last 2 days before a filing deadline. This ensures we can maintain quality standards and allocate resources fairly to all clients.
Why We're Different
There’s a reason that we’re the largest startup 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 engineering 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 thousands of companies because we’ve helped countless startups achieve success.
We understand the unique challenges that come with growing a business and have the expertise you need to reach your goals.
The most scalable
We’re the last accounting firm you’ll ever need to hire.
We support tiny startups and large companies, so no matter how your needs evolve, we’ve got you covered.
Additional Services
Stock Administration
Get the peace of mind that comes with a team exclusively dedicated to Stock Administration. We’ll keep your cap table accurate and up-to-date so that you can confidently make important, timely decisions.
ERTC Credit
Up To $26,000 Per Employee
Within 4 minutes of creating an account we’ll tell you the estimated refund. An average claim is $150,000, but there is no cap on the amount. We are 100% performance based.
R&D Tax Credit
Save up to $500,000 per year with the R&D tax credit. We handle the full claim process and provide the necessary documentation to back up your claim with the IRS. maximize your savings while doing the heavy lifting.
2024 Billing Rates (Download PDF)
Hourly rate:
- Managing Partner – $430
- Senior Manager – $380
- Manager – $350
- Senior – $230
- Associate – $145
- Administration – $110
Minimum 30-min per consulting section
Trusted By
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Last Updated: 12/25/2024
