SMB Pricing & Plans
Save 25%
Basic
$600/ month
- Monthly financial statement preparation
- Budgeting assistance
- Cash flow analysis
- Quarterly financial review meetings
- Email support during business hours
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Premium
$850/ month
- Everything in the Basic Plan, plus:
- Weekly financial performance updates
- Customized financial reports
- Bi-monthly strategy sessions
- Phone support during business hours
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Platinum
Let’s Talk!
- Everything in the Premium Plan, plus:
- Daily financial monitoring
- Advanced financial forecasting
- Unlimited strategy sessions
- Priority phone and email support
- Access to CFO for urgent financial decisions
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Basic
$5,400/ year
- Monthly financial statement preparation
- Budgeting assistance
- Cash flow analysis
- Quarterly financial review meetings
- Email support during business hours
Premium
$7,650/ year
- Everything in the Basic Plan, plus:
- Weekly financial performance updates
- Customized financial reports
- Bi-monthly strategy sessions
- Phone support during business hours
Platinum
Let’s Talk!
- Everything in the Premium Plan, plus:
- Daily financial monitoring
- Advanced financial forecasting
- Unlimited strategy sessions
- Priority phone and email support
- Access to CFO for urgent financial decisions
*Pricing can fluctuate based on the specific services you need, and our listed prices serve as a starting point.
*Cloud9 has partnered with QuickBooks Online (QBO). Therefore, for the pricing packages mentioned herein, it is imperative that you are already utilizing QBO services. We are continually expanding our service offerings with the aim to advise our clients effectively, enhance operational efficiency, and support the growth of their businesses. Please ensure you meet the prerequisite of using QBO before considering our pricing packages.
Features
Basic Plan
Starting at $600/mo
Premium Plan
Starting at $850/mo
Platinum Plan
Let’s Talk!
Monthly Expenditures
$50,000
$75,000
$75,000+
Service Description
Reactive
Proactive
Strategic
Onboarding
4 Weeks
6 Weeks
8 Weeks
Month-End Close
See all features and limits
QuickBooks Online
Financial Statements
Scheduled Meetings
Up to 1x/Month
Up to 2x/Month
Up to 6x/Month
Online Support
Unlimited
Unlimited
Unlimited
Company-Wide KPIs
12-Month Forecasting
Revenue Recognition
Incentive Plans
Performance by Project
Team Member Performance
Department Performance
Customized Department Reports
Bank Relationships
Director Meeting
Resource Planning
Individual Tax Return
Optional
Optional
Optional
Business Tax Return
Optional
Optional
Optional
Other Business Tax Returns
Optional
Optional
Optional
Tax Planning/Projections
Optional
Optional
Optional
Day – to – Day Help
Paying Bills
Optional
Optional
Optional
Invoicing Clients
Optional
Optional
Optional
Cash Flow Management
Optional
Optional
Optional
Payroll & Contract Management
Optional
Optional
Optional
Employee Expense Tracking
Optional
Optional
Optional
