Services
The JBee Method’s flexible pricing options are crafted to provide tailored solutions that meet the unique financial needs of your business.
One Time Strategy Sessions
Memberships
Outsourced Services
One Time
Strategy Session
$595
Get unstuck and gain the clarity and direction you need to make informed decisions and move forward.
Introducing our CPA & CFO Memberships
Starting at $595/mo
Our CPA & CFO Memberships are crafted to integrate seamlessly with your existing financial team, providing the expertise and oversight necessary to elevate your financial operations and strategic planning. Equip your business with the tools it needs to thrive in a competitive landscape.
CPA Tax and Compliance Membership
Investment starting at: $5,995 annually or $595/mo
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Slash tax bills. Plus get tax and IRS off your plate
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For the busy owner with $200k-$500k in annual revenue seeking a financial partner to develop and implement tax saving strategies and handle IRS issues efficiently.
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Personalized business and personal tax returns
Bookkeeping oversight
Expert compliance and notice response
Enjoy unlimited tax-related inquiries via email
Experience unmatched financial benefits with our Annual Personalized Tax Savings Plan. This plan is designed to maximize your savings and enhance your fiscal health, ensuring exceptional value and peace of mind.
Exclusive access to quarterly group tax calls. These sessions include a deep dive into business deductions and credits for the year followed by an interactive AMA segment.
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How much should I pay myself?
What is the best way to take money out of my company?
Am I paying too much in taxes?
How can I be sure I’m compliant with all tax laws?
How do I manage my tax burden and still have money to grow?
Is my business entity structured to optimize taxes?
What if I get audited?
How do I know what tax laws are impacting me?
CFO Advisor
Membership
Investment starting at: $8,995 annually or $895/mo
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C Suite partner to help you navigate financial uncertainty and plan for future growth in a fluctuating market.
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Growing companies with more than $500k- $2M in annual revenue who need to know the next financial moves to make in their company. This membership is ideal for business leaders who seek not just to maintain but to excel in their financial leadership, ensuring every decision is informed and every opportunity is seized. Unlock the full potential of your financial operations with the CFO Concierge Membership.
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Personalized business and personal tax returns
Bookkeeping oversight
Expert compliance and notice response
Enjoy unlimited tax-related inquiries via email
Experience unmatched financial benefits with our Annual Personalized Tax Savings Plan. This plan is designed to maximize your savings and enhance your fiscal health, ensuring exceptional value and peace of mind.
Exclusive access to quarterly group tax calls. These sessions include a deep dive into business deductions and credits for the year followed by an interactive AMA segment.
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Plan for the unexpected
Never underbid another project
Build a reserve
Increase cash flow and profit
Feel confident in having the cash to execute projects and cover your bills
Save for the future and be able to take more money out of your business
CFO & CPA
Membership
Investment starting at: $12,995 annually or $1,295/mo
Schedule a Discovery Call to Learn More About Membership
Full Service
Offerings
Services start at $795/mo
CPA Outsourced Service
Packages
For companies with $200k- $2M in revenue
Comply
Essential guidance to comply with IRS, state, local, DCAA and other regulatory requirements
Solo contractor who needs help navigating compliance, keeping books up to date, and filing the annual tax return
Benefits
Annual Strategy Session
Business & Personal Tax Return
Bookkeeping
Annual Financial Reviews
Service Level:
6 Day Email Response Time
Monthly Investment from $795
Secure
Expert guidance and management to keep you compliant, reduce tax, and plan for future cash and profit
For the business owner who fears they are overpaying in tax and struggling with managing cash and profit
Benefits
Quarterly Strategy Session
Business & Personal Tax Return
Bookkeeping
Quarterly Financial Reviews
Custom Tax Plan
Cash & Profit Planning
Payroll Oversight
Service Level:
3 Day Email Response Time
Monthly Investment from $1295
Grow
CFO led accounting to handle your entire back office
For the fast paced business with $750k-$2M who needs a dedicated financial leader to help make the right decisions and fast
Benefits
Monthly Strategy Session
Business & Personal Tax Return
Bookkeeping
Monthly Financial Reviews
Custom Tax Plan
Cash & Profit Planning
Payroll Oversight
Dedicated CFO
Service Level:
24 hr Email Response Time
Monthly Investment from $2675
CFO Outsourced Service
Packages
For companies with $2-10M in revenue
Bronze
Ensure that your financial practices are up to industry standards and that you're making the most of your financial data for better business decisions
Businesses concerned about financial difficulties and want to address them proactively
Benefits
Business Strategy Roadmap
Annual Budget
Annual Cash Plan
Full-Service Bookkeeping
Service Level
6 week Onboarding
5 Day Email Response Time
10 Day Meeting Lead Time
Monthly Investment from $3295
Silver
Revolutionize Your Business with Our Finance and Operations Transformation Solutions
The business that needs a strategic financial partner to identify business areas needing improvement and implement strategies to foster sustainable growth
Benefits
Business Strategy Roadmap
Budget & Projections
Cash & Profit Planning
Full-Service Bookkeeping
KPI Reporting, Analytics & Dashboards
Payroll
Service Level
8 week Onboarding
3 Day Email Response Time
6 Day Meeting Lead Time
6 Day Ad-hoc Deliverables
Monthly Investment from $3995
Gold
Revolutionize Your Business with Our Finance and Operations Transformation Solutions
The business that’s outgrown its back office and wants to create a more strategic, proactive, and efficient operation that supports the broader goals of the organization
Benefits
Business Strategy Roadmap
Budget & Projections
Cash & Profit Planning
Full-Service Bookkeeping
KPI Reporting, Analytics & Dashboards
Payroll
Finance & Operations Transformation
Accounts Receivable & Payable
Service Level
10 week Onboarding
24 hr Email Response Time
2 Day Meeting Lead Time
3 Day Ad-hoc Deliverables
Monthly Investment from $5295
Schedule a Discovery Call to Learn More About Outsourced Services