CPA-Led PC-MSO Accounting & Virtual CFO Services
Packages
// Packages
Choose the Plan That Matches Your Growth
Clear, scalable pricing designed exclusively for Professional Corporations (PCs) and Management Service Organizations (MSOs).
Package 1: Compliance Core ($147/ Monthly/Quarterly Accounting)
Best for: Small PCs or new practices needing basic financial compliance.
What’s Included
- Monthly bookkeeping (up to 50 transactions)
- Annual financial statements (PC-level)
- Basic expense tracking and categorization
- Email support (48-hour response time)
Package 2: Practice Essentials ($197 / Accounting + Taxation)
Best for: Established PCs seeking stronger controls and structured reporting.
What’s Included
- Monthly bookkeeping (up to 150 transactions)
- Chart of Accounts setup (PC-MSO aligned)
- Quarterly financial statements (PC-level)
- Basic payroll support (up to 2 contractors/employees)
- Monthly bank & credit card reconciliation
- Priority email support (24-hour response time)
- Email support (48-hour response time)
Package 3: Scalable Practice (Most Popular) ($297 / Controllership service)
Best for: Growing practices requiring integrated financial oversight and planning.
Everything in Practice Essentials, plus:
- Unlimited bookkeeping transactions
- Full payroll management
- Monthly financial reporting with KPIs
- Virtual CFO services (quarterly strategy)
- Monthly 30-minute CFO session
- PC-MSO tax planning & strategy
- Quarterly budgeting & cash flow forecasting
- Practice-specific expense categorization
- Chart of Accounts optimization
- Cost-center based accounting
- Cash-flow driven financial planning
- Dedicated account manager
- Monthly phone consultation (30 minutes)
Package 4: Strategic PC-MSO CFO Services (On demand)
Best for: Multi-location practices, group PCs, and MSOs with complex financial needs.
Everything in Scalable Practice, plus:
- Consolidated financials across multiple PCs (roll-up reporting)
- Advanced KPI dashboards & custom reporting
- AR/AP monitoring & vendor payment management
- Practice acquisition or succession financial due diligence
- Priority phone and email support
Optional Add-On Services
(Available with any package)
- 1099 and contractor compliance filings
- State registrations & renewals (administrative support only)
- Business valuation reports
- Audit support (hourly)
- Entity structure consultation (non-legal)
Not Sure Which Package Is Right?
Our team will help you select the right plan based on your PC-MSO structure, growth stage, and compliance needs.