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Are you not tired of handling all your businesses needs?

If I recall, most business owners sign up to do the job they are skilled in. That's where I come in! I'm the skilled professional you need to keep your books 100% accurate throughout the year to save you thousands of dollars on your tax return at the end of the year!

You deserve a break from the mind-numbing aspects of your business. In fact, you deserve to ENJOY your business! Nobody starts a business because they want to be stressed out - especially when it comes to financials!

When you hire us, you don't just hire a robot accountant who doesn't care if it makes errors... You're hiring a dedicated, caring, and efficient person who will communicate effectively with you. You can bet on us being the right choice, if not, we'll refund any money you spend with us!

These are our accounting only plans, to add payroll, please e-mail us at info@cfinancialadvisors.com

Pick Your Plan

  • Best Value

    Personal Budgeting Services

    20$
    Every month
    Let's face it, budgeting is HARD. You need an expert to help you get back on track financially.
     
    • Help prepping your monthly budget
    • Financial advice on areas to improve
    • Downloadable worksheet to fill in your budget
    • Ongoing support w/ two sessions per month available
  • Silver Membership

    35$
    Every month
    +$100 Account Setup Fee
    Perfect for start-ups or small businesses with few employees who don't need a dashboard for their reports.
     30 day free trial
    • Income & Expense reports by email only - no user dashboard
    • Receipt Capture
    • Cash Flow Reporting
    • General Reports
  • Gold Membership

    60$
    Every month
    +$100 Account Setup Fee
    Whether you're new or seasoned, we're here for you packed full of awesome features!
     
    • Everything in Silver Membership +
    • Enhanced Reports
    • Multiple Currencies
    • Bill management
    • Includes 3 users
    • Connect up to 3 sales channels (Shopify, square, etc)
    • Up to 3 Users with Dashboard + Access
    • Invoicing
    • Time Tracking
    • Customizable User Access
    • Estimates
  • Platinum Membership

    85$
    Every month
    +$100 Account Setup Fee
    Perfect for scaling businesses that need extra features
     
    • Everything in Gold +
    • Comprehensive Reports
    • Includes 5 users
    • Inventory
    • Project Profitability
    • Financial Planning
    • Includes Quickbooks Time free!
  • Enterprise Plan

    180$
    Every month
    +$125 Account Setup Fee
    Extra powerful insights to your business!
     
    • Everything in Platinum +
    • Powerful reports
    • Includes 25 users
    • Data Sync with Excel
    • Employee Expenses
    • Batch Invoice & Expenses
    • Custom Access Controls
    • Workflow automation
    • Data restoration
    • Includes Quickbooks Time free!
  • Multi-Location Enterprise

    280$
    Every month
    +$150 New Client Book Cleanup
    Have more than one location? No problem, we're very experienced in managing multiple locations
     
    • Everything in enterprise AND up to 10 locations*!

Plans renew monthly automatically.

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