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Pricing

Smart, holistic bookkeeping- powered by insight, automation, and strategy for audit proof books!

Book your Business Health Check
One-Time Financial Review & Strategic Recommendations
Starting at
$395
Business Overview: Income, expenses, and cash flow analysis
Profitability Snapshot: Identify if your business is operating at a gain or loss
Expense Review: Spot overspending and hidden cost leaks
Bookkeeping Scan Review: Ensure your records are accurate and organized
Tax & Compliance Check: Identify red flags before tax season
Customized Recommendations: Action plan for improving financial systems, profitability, and audit readiness
Who It’s For
Startups and small businesses ready to gain clarity on their numbers and take the next step toward audit-proof books, tax compliance, and long-term growth.
Investment
Starting from $250.00 — applied toward future bookkeeping or CFO services if you decide to continue with us.
Bookkeeping Starter Package
Starting at
$750
COA for specified industry Suggestion and Basic Set up
Monthly bookkeeping & reconciliations (up to 2 accounts)
Categorization, reporting, and accuracy review
Payroll management (up to 3 employees)
Tax-ready monthly financial reports
Business Ally Service (Email Support) — reliable guidance for quick questions and financial clarity within 2–3 business days
Quarter Financial reviews
Ideal for
Early-stage entrepreneurs or small teams (up to 10 employees) ready to establish financial structure and support.
Plans

Fractional CFO prices

Plan A
CFO Essentials
$895/ month

Perfect for early-stage owners who want financial structure and accountability.

INCLUDES:

Monthly CFO meetings
KPI monitoring
Cash flow updates
Simple forecasting
Budget adherence
Plan B
CFO Growth Partner Starting
$1,395/ month

Ideal for growing businesses needing strategic partnership.

INCLUDES:

Biweekly CFO meetings
Financial & operational optimization
Pricing + revenue strategy
Hiring guidance & payroll structure
Cost-saving initiatives
Accountability + strategic planning
Plan C
Holistic Full Suite CFO (High-Level Expansion)
Call for info

The complete financial + operational advisory experience. INCLUDES:

Weekly meetings
Comprehensive financial management
Leadership advisory
Operational efficiency improvements
Team performance oversight
AI + automation recommendations
Cross-department advisory (Sales, Marketing, HR)

This is built for:

Entrepreneurs ready to scale
Owners overwhelmed by numbers
Businesses needing financial direction
CEOs transitioning out of the day-to-day
Companies preparing for growth, investors
Anyone who wants clarity, control, and strategy

If you're finally ready to run your business with confidence — this is for you.
‍

Why Choose Our Holistic CFO Approach?
At HBS, we don’t just manage numbers.

WE TRANSFORM:‍

Your financial systems
Your leadership capacity
Your operational flow
Your mindset as a CEO

We look at the business as a whole — because everything is connected.

Call to create a package
that fits your business needs

Bank/Credit Card Reconciliations

COA set up for specific industries

Bank Feed Categorizations Simple-Complex

Payroll Set up & Processing & State Returns

Expense Management simple or complex

Vendor Set Up & Management

General Ledger Maintance

Business Coaching

Inventory Management

Accounts Payable Management

Accounts Receivables Management

Cleanup / Catch up Projects

Financial Reporting simple-complex

Custom Designed Financial Dashboard

Preparing 1040,1040NR, 1120,1120S, 1065

Audits

Business Plan

Compliance With Tax laws & International

Strategic and In-depth Review

Organizing Workflow

Adminstrative tasks

Business Consulting & Advisory services

Fractional CFO services

Quickbooks set up and training

Year end tax preparation & CPA coordination

Financial projections & Cash flow

Get in Touch

Let's work together

Ready to bring clarity and structure to your business finances?

Reach out today, and let’s build the systems, strategy, and financial insight that will power your next stage of growth. Your path to organized, audit-proof, and effortless operations starts here

Get in touch
meeting
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6303 Waterford District Drive, Suite 600 Miami fl 33126
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