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
Schedule an Onboarding Meeting
Book a time to review and sign the agreement, and kick off the setup process.
3
Ready to Get Started
Your dedicated accounting and finance team will connect with you to begin supporting your business.
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
Growth is not just about numbers or milestones, it’s also about people. The right people!