Plans designed for your business
We invest time in your business to build a financial strategy that supports your success. Every price is listed below — no need to dig for the details.
Bookkeeping
Accurate books and financial statements, priced by monthly expenses and transaction volume.
Core
For pre-revenue companies
Scope of service
- Dedicated finance expert oversight
- Cash-basis bookkeeping with quarterly financial close — monthly close available for an additional $155/month
- Profit & Loss, Balance Sheet and Cash Flow statements
- Burn rate calculations (upon request)
Pricing details
- Example: $864/month includes a $200/month first-year pre-revenue discount
- Covers one bank account and one credit card account — each additional account adds $103–$155/month for extra reconciliation
- Assumes up to 500 transactions per month; higher volume may affect the fee
Plus
For revenue-generating companies
Starts at $1,500/mo
We’ll look at the unique characteristics of your business — revenue model, inventory volume, entity structure and more — to tailor a plan that’s right for you.
Talk to an expert →*All plans shown are prepaid annually. Have more questions? Check out our FAQs →
Business tax preparation
For C corporations, S corporations and LLCs. Every tax preparation plan includes:
Basic
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.
Talk to an expert →Essentials
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.
Talk to an expert →Advanced
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 with substantial interstate activity.
Talk to an expert →Additional services
Other tax returns
CFO services
Financial leadership at the level your business needs. All plans are billed annually.
Basic
Your CFO analyzes business performance and extracts key insights.
Essential
Your CFO initiates strategic projects and becomes a catalyst for growth.
High-Touch
Your CFO becomes deeply integrated with your team to lead data-driven strategies.
The Budget & Forecast Model includes
- Fully customized financial model: Profit & Loss, Balance Sheet and Cash Flow
- Budget vs. actuals
- Headcount and compensation plan
- Scenario planning (base, bear and bull cases)
- Industry-specific KPI dashboard
Need something different?
Not seeing a plan that’s right for you? Get in touch and we’ll help you build a custom plan that meets your needs.
CFO Services is a product offering from Flex. We do not provide any full-time or part-time corporate officers.
R&D tax credit
For companies that incurred R&D expenses in the U.S.
The federal R&D tax credit can be worth up to $500,000 per year for eligible businesses. We handle the claim process and prepare the documentation to support your claim with the IRS — so you can pursue the credit without the heavy lifting.
2026 hourly billing rates
For consulting and work outside a fixed-fee plan. Minimum 30 minutes per consulting session.
Policies
Tax extension assistance
If you need help filing a six-month tax extension without engaging our full tax preparation services, we charge a $206 non-refundable upfront fee. This fee is credited toward your tax preparation if you later engage us to file your return. An extension only gives more time to file — it does not extend the deadline to pay. 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 $309 base fee plus $62 per day applies to cover the overtime required.
Final 2-day policy
Expedited processing is not available within the last 2 days before a filing deadline. This lets us maintain quality standards and allocate resources fairly to all clients.
Why businesses work with us
Big Four & private equity experience
Our team brings public-company audit, private equity and investment banking backgrounds to your books and returns.
International & multi-state
Foreign subsidiaries, foreign shareholders and multi-state apportionment — including U.S. subsidiaries of foreign companies.
Books, tax and CFO in one place
Bookkeeping, tax preparation and CFO services from one team, so nothing falls through the cracks between them.
Not sure which plan fits?
Tell us about your business and we’ll recommend the right mix of services.
Monday–Friday, 9 am–6 pm Pacific