PLANS
Support for Every Stage of Your Business
Whether you’re launching your business or scaling your operations, CASCFO adapts to your industry and growth stage:
Startup Phase:
Establish compliant accounting systems, automate manual tasks, and stay IRS-ready from day one.
Growth Phase
Expand efficiently with expert back-office support, reduce overhead, and keep accounting operations lean and accurate.
Mature Businesses
Optimize reporting, forecasting, and compliance to support long-term profitability and strategic decisions.
GET STARTED IN 3 SIMPLE STEPS
1
Select a Plan
Choose the service package that best fits your business needs.
2
Complete the Form
Provide key information so we can prepare your customized engagement letter.
3
Schedule an Onboarding Meeting
Book a time to review and sign the agreement, and kick off the setup process.
pay as you grow
$499
Per Month / 20 HOURS
Flexi hourly services as needed.
One-Off
- Client Onboarding & Intake
- Accounting Software Integration
Available Services
- Accounting Software (QuickBooks, Xero, Bill.com, Zoho, Net Suite, Power BI, Proconnect, Drake, Pro-series, Lacerate, CCH Go, TaxAct, Tax Wise, ATX, Tax Slayer)
- Monthly Bookkeeping
- Monthly Financial Statements
- Expense Classification & Review
Add-Ons
- Chart of Accounts Setup/Review
- Initial Financial Cleanup (if needed)
- Internal Control Baseline Check
- Basic Financial Review
- Payrol Services
- Quarterly Sales Tax Filing (if applicable)
- Estimated Tax Calculations
- Estimated Tax Quarterly Financial Performance Snapshot
- Year-End Trial Balance Review
- Business Income Tax Return Preparation
- Form 1099 / W2 Filing
Essential
$999
Per Month / 60 HOURS
A consistent, cost-effective solution built to ensure your business stays compliant year-round.
One-Off
- Client Onboarding & Intake
- Accounting Software Integration
Available Services
- Accounting Software (QuickBooks, Xero, Bill.com, Zoho, Net Suite, Power BI, Proconnect, Drake, Pro-series, Lacerate, CCH Go, TaxAct, Tax Wise, ATX, Tax Slayer)
- Monthly Bookkeeping
- Monthly Financial Statements
- Expense Classification & Review
- Basic Financial Review
- Quarterly Sales Tax Filing (if applicable)
Add-Ons
- Chart of Accounts Setup/Review
- Initial Financial Cleanup (if needed)
- Chart of Accounts Setup/Review
- Internal Control Baseline Check
- Payrol Services
- Estimated Tax Calculations
- Year-End Trial Balance Review
- Business Income Tax Return Preparation
- Form 1099 / W2 Filing
Signature Accounting
$1,499
Per Month / 120 HOURS
A dependable solution for businesses seeking dedicated, full-time accounting professionals.
One-Off
- Client Onboarding & Intake
- Chart of Accounts Setup/Review
- Accounting Software Integration
Monthly
- Accounting Software (QuickBooks, Xero, Bill.com, Zoho, Net Suite, Power BI, Proconnect, Drake, Pro-series, Lacerate, CCH Go, TaxAct, Tax Wise, ATX, Tax Slayer)
- Monthly Bookkeeping
- Monthly Financial Statements
- Expense Classification & Review
- Basic Financial Review
Quarterly
- Quarterly Sales Tax Filing (if applicable)
- Estimated Tax Calculations
- Quarterly Financial Performance Snapshot
Yearly
- Year-End Trial Balance Review
Add-Ons
- Initial Financial Cleanup (if needed)
- Internal Control Baseline Check
- Payrol Services
- Business Income Tax Return Preparation
- Form 1099 / W2 Filing
ALL PLANS INCLUDE
Secure cloud
storage
World-Class Security & Cloud Infrastructure certified by Microsoft services. We follow the best practice (WISP), including IRS 7216 disclosure requirements ensuring client data protection
Reports and
dashboards
Stay on top of your business performance with real-time reports and visual dashboards. Get clear insights into your income, expenses, cash flow, and key financial metrics, all in one place. Our tools help you make informed decisions and track your progress with ease.
30 days Money-Back
Guarantee
We want you to feel confident with your purchase. If you're not satisfied with our services within the first 30 days, you can request a full refund, no questions asked.
24/7
Virtual Support
Because business doesn’t always stop at 5 PM, neither do we.
Growth is not just about numbers or milestones, it’s also about people. The right people!