Your Path to Financial Success Starts Here!!

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Bookkeeping, Tax and CFO

Under One Roof for one discounted monthly rate.

Get complimentary access to Quickbooks data on your own computers.

Most recent updates with Monthly reports about your finances.

Feel Confident with your business advice and constant contact.

The Financial Soul Pricing

Flexible Plans Built for you

The Financial Soul plans are priced to provide everything you need, when you need it most, to run your business with confidence.

Talk to an Expert

Simple, Straightforward pricing for everything your business need

Right Fit At The Right Place.

Essential

Starting at $399 per month

Perfect for simple financial structures and processes.

Affordable solutions for startups.

Essential bookkeeping services to keep your finances in order.

Scalable options to add more services as your business grows.

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Growth

Starting at $550 per month

For established companies looking to grow their business.

Comprehensive bookkeeping services to support their business growth.

Advanced financial insights for informed decision making.

Flexible options to customize services based on your specific requirements.

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Executive

Custom Pricing

For dynamic companies with more complex needs.

High level financial expertise to drive business success.

Proactive tax planning to minimize liabilities.

Dedicated support from experienced financial professionals.

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Flexible pricing based on your company's expenses. Get in touch for a personalized quote.

At 'The Financial Soul' we understand that every business is unique, and so are its financial needs. That's why we offer tailored pricing solutions that align with the specific expenses of your company.

Get in touch with us today for a personalized consultation. Discover the difference personalized pricing can make for your business. Contact us to get started!!

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Starter

Starting at $1750 per month

Financial Performance analysis

key performance indicator (KPI) monitoring.

Financial forecasting and budgeting.

Regular financial reporting and presentation.

Gain valuable insights in to your business's financial health.

Identify opportunities for improvement and growth.

Additional Services:

Financial modeling for strategic decision making

Scenario planning and risk management.

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Core

Starting at $3450 per month

Strategic planning and goal setting.

Investment analysis and capital allocation .

Mergers and acquisitions (M&A) support.

Implementation of growth strategies

Access expertise in financial management and strategic planning.

leverage your CFO as a key driver for achieving business objectives.

Additional Services:
Business process optimization.

Performance measurement and tracking.

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Plus

Starting at $5050 per month

Acting as a member of the executive leadership team.

Providing guidance on financial and operational decisions.

Developing an implementing data driven strategies

Mentoring and coaching finances and accounting teams.

Collaborate closely with an experienced CFO to align financial strategies with financial goals.

Additional Services:
Change management and organizational restructuring.

Interim CFO services during transitions or crises

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Basic Tax Compliance Plan

Starting at $1950 per month

Preparation and filing of federal and state tax returns
Tax planning for minimizing liabilities
Tax compliance consulting
IRS correspondence assistance

Additional Services Available:

State and local tax (SALT) compliance
Tax credits and incentives analysis.

Benefits:

Ensure compliance with tax laws and regulations
Maximize available deductions and credits to reduce tax liabilities
Expert guidance to navigate complex tax requirements

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Advance Tax Strategy Plan

Starting at $3550 per month

Comprehensive tax planning and strategy development
International tax planning and compliance for businesses with foreign operations
Representation in IRS audits and appeals

Additional Services Available:
Transfer pricing analysis for multinational corporations.
Tax treaty analysis and optimization

Benefits:
Optimize tax strategies to minimize tax liabilities and maximize profits
Navigate complex tax laws and regulations with confidence
Expert representation and support in IRS audits and appeals

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Tax Additional Servies	Essentials	Standard
Tax consulting services	Starts at $200/ hour	Starts at $200/ hour
Foreign financial accounts	$300 FABR	$300FABR
Foreign shareholder return 5472	$300/ shareholder	$300/ shareholder
Foreign subsidiaries 5471		$2000/ subsidiary
Additional state income tax filing	$300/ city	$700/ city
Additional city income tax filing	$300/ city	$500/ city
1099-NEC on-time filing preparations.	$100/ hour	$100/ hour
1099-NEC filings	10 included, then $3/filing	25 included, then $3/filing

Not Sure Where To start ?

Contact Our team to get a custom quote

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info@thefinancialsoul.com

+1 (512) 539-0690

Your Path to Financial Success Starts Here!!

The Financial Soul Pricing

Flexible Plans Built for you

Simple, Straightforward pricing for everything your business need

Essential

Starting at $399 per month

Starting at $550 per month

Custom Pricing

Flexible pricing based on your company's expenses. Get in touch for a personalized quote.

Starting at $1750 per month

Starting at $3450 per month

Starting at $5050 per month

Starting at $1950 per month

Starting at $3550 per month

Not Sure Where To start ?

Contact Our team to get a custom quote

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