Axia Advisors Pricing

Bookkeeping Cleanup Calculator

Expenses: $4166
Months: 0

Essential Price: $260/mo

Elevate Price: $500/mo

Expand Price: Custom

Cleanup Total: $0

Essential

Ideal for small businesses

Price: $260/mo

  • Dedicated finance expert
  • Accrual basis bookkeeping
  • P&L, balance sheet, and cash flow statements
  • World class support and advice
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Elevate

Ideal for growing businesses that need more support.

Price: $500/mo

  • Everything in Essential, plus
  • Industry standard financial ratios
  • Expedited books delivery
  • Monthly phone reviews
  • Priority support
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Expand

Ideal for growing businesses that need more support.

Price: Custom Pricing

Includes Elevate + Add-ons

  • Everything in Essential, plus
  • Support for multiple entities, classes, & locations
  • AR, AP, and inventory tracking
  • Payroll and HR
  • Fully customizable chart of accounts
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Explore Tax Services

Looking to optimize your tax strategy? Consider our Tax Services for additional savings!

Individual

Ideal for individuals filing 1040 returns.

Price: $150/year

  • Dedicated finance expert
  • 1040 federal/state filing
  • Add $100 if self-employed
  • Add $50 if married/another party
  • World class support and advice
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Compliance

Ideal for small businesses needing basic tax compliance.

Price: $650/yr billed quarterly

  • Everything in Individual, plus
  • Free tax extension
  • Federal/state income tax filings for LLCs/S corps
  • Priority support
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Maximize

Ideal for businesses needing maximum tax mitigation.

Price: Custom Pricing

Includes Compliance + Add-ons

  • Everything in Compliance, plus
  • Support for multiple entities, classes, & locations
  • AR, AP, and inventory tracking
  • Billable expenses
  • 1099 support
  • Fully customizable chart of accounts
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Explore CFO Services

Need strategic financial guidance? Check out our CFO Services to grow your business!

Hours: 5

Price: $1,250

Monthly Engagement

For ongoing CFO support to accelerate your growth

Price: $1,250

  • Monthly updates of your financials and business metrics
  • Monthly rolling forecasts of financials
  • Budget vs. actuals variance analysis and insights
  • Investor and board reporting
  • Business KPI analysis and reporting
  • Vendor contract review and negotiation
  • Competitive landscape analysis
  • Industry benchmarking
  • Sales funnel and optimization analysis
  • Annual Budgeting and Forecasting savings of $6,300
  • Custom CFO engagement
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Annual Budgeting & Forecasting

For accurate forecasts to grow your business

Price: $6,300/year

  • Personal CFO Consultations
  • Revenue projections
  • COGS budget
  • Headcount budget
  • Payroll budget
  • Non-payroll budget
  • Forecast drivers based on historical trends, financial ratios, or custom inputs
  • Sensitivity analysis
  • Scenario planning
  • Robust three statement models
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