All-In-One Service Plans
Explore our services and let us build a customized pricing plan that will not only meet but exceed your expectations. Invest in your success with a pricing plan designed just for you.
All-In-One Service Plans
Explore our services and let us build a customized pricing plan that will not only meet but exceed your expectations. Invest in your success with a pricing plan designed just for you.
Pricing Plans
Tailored service plans with everything your business needs. Contact us to design a plan that’s right for you.
Factor Controller
Optimized ROI with Complete Financial Management Solution
$1,295 USD /month
*starting at
- What's Included?
- Factor Advisor Services and:
- Weekly Financial Advisory Call
- Slack App Communication
- Forecasting & Budget v. Actual Analysis
- Financial Analysis - Identify trends, variances, & improvements
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- Cost Analysis - Identify opportunities for cost reduction
- Vendor Management
- Accounts Payable Management
- Accounts Receivable Management
- Bill.com Setup & Integration (extra cost)
Factor Advisor
Premier Service for Optimal Tax Reduction
$695 USD /month
*starting at
- What's Included?
- Factor Accountant Services and:
- Monthly Financial Review & Advisory Call
- Same Day Response Time
- Accrual Accounting Method
- Maximize Tax Deductions - Implementation of Tax Elections
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- Tax Planning - Qualified Retirement Plan Coordination
- Financial Reporting
- Support for Companies with Foreign Activity of Subsidiaries
Factor Accountant
Get Started with Essential Accounting & Tax Support
$349 USD /month
*starting at
- What's Included?
- Dedicated Tax Accountant
- Real-Time Bank Sync - Auto Fetch Bank/Credit Card Statements
- Document Management System
- Monthly Accounting & Reconciliation of Financial Accounts
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- Quarterly Financial Review & Advisory Call
- Same or Next Day Response Time
- Email & Phone Support with Dedicated Tax Accountant
- Customized Chart of Accounts - Industry Specific
- Cash/Hybrid Accrual Accounting Method
- Maximize Tax Deductions - Optimized Business Expenses
- Manage & Answer Federal/State Tax Agency Notices
- Shareholder or Member Equity Account Management
- Prepare and File 1099's
- 1065/1120/1102S/990/1041 Tax Return Preparation & Filing
- State Income Tax Return Filing
- Estimated Corporate or Partnership Tax Payments
- Generation of K1 Tax Forms (2- K1 Forms Included)
Factor CFO
$1,849 USD /month
*starting at
- What's Included?
- Includes Controller Plan and:
- Dedicated Business Consultant and/or CPA
*Monthly Service Plan Pricing is based on numerous factors that are detailed within the engagement letter for services.
Explore these additional services to further enhance your experience and propel you towards your financial goals
Company Formation
Embark on your journey to tax optimization right from the beginning with our comprehensive company formation services. Crafting a strong foundation for your business, we lay the groundwork that sets the stage for effective tax strategies. Let us guide you through this pivotal step, ensuring your business is structured in a way that maximizes tax savings from the outset.
Payroll
Elevate your business with our meticulous payroll services, where streamlined efficiency meets strategic tax management. Our team takes the reins, ensuring accurate and timely payroll processing while also implementing tax-saving methodologies. With our payroll expertise, you not only simplify the complex task of paying employees but also optimize tax deductions, contributing to your overall financial success.
Employer Registration
Navigate the intricate landscape of employer registration with confidence, ensuring compliance and shielding your business from avoidable penalties. Our employer registration services cover all the bases, from state to state, safeguarding your operations when you have employees working across various locations. By entrusting us to manage this critical aspect, you not only stay in line with regulations but also avert costly pitfalls, allowing your business to thrive unhindered
Sales Tax Compliance
FactorTax
Staying on top of constantly evolving regulations and requirements can be daunting, but our team ensures your business remains in perfect alignment. By entrusting us with your sales tax filing, you minimize the risk of errors and penalties, enabling you to focus on growth while maintaining a reputation for strict compliance within the intricate realm of sales tax.
Bill Pay
Simplify your financial operations and reclaim valuable time with our streamlined bill pay services, seamlessly integrated into our comprehensive offerings. As a crucial component of our tax optimization strategies, efficient bill pay ensures accuracy, consistency, and prudent financial management. By entrusting us to handle your bill payments, you not only reduce administrative burdens but also free up resources to invest in what truly matters—nurturing your business’s growth and prosperity.
Financial Planning
Unlock the full potential of your financial future through our comprehensive financial planning services, intricately woven into the fabric of tax optimization. Our skilled advisors collaborate with you to chart a course that aligns with your aspirations while strategically minimizing tax liabilities. From retirement planning to investment strategies, we ensure that every financial decision contributes to your long-term success and maximizes tax efficiency.
Loan Procurement
Fuel your business’s growth and potential with our dedicated loan procurement services, recognizing capital as the lifeblood that propels enterprises forward. We understand that securing funding is more than just acquiring resources; it’s about nurturing your vision. Our expert team navigates the complexities of loan procurement, sourcing the right financial solutions to match your needs. By partnering with us, you unlock avenues for expansion, innovation, and sustained success, ensuring your business thrives in a competitive landscape.
Medical Billing
Setting ourselves apart in the realm of SMB accounting, we proudly introduce our unique Medical Billing Partner Services. Seamlessly marrying our financial expertise with the intricacies of medical revenue cycles, we deliver unparalleled solutions that optimize your practice’s financial health. With our specialized assistance, you can streamline billing, coding, and revenue management, ensuring your focus remains on providing exceptional patient care. Join hands with us to experience a distinct advantage in healthcare financial management that’s truly transformative.
Augmented Staffing
Experience a paradigm shift in workforce management with our augmented staffing solutions, designed to propel your business towards enhanced productivity and profitability. By strategically supplementing your team with specialized professionals from our pool of experts, you harness the power of focused skills without the overhead costs of full-time employees. This dynamic approach not only optimizes your operational efficiency but also elevates your bottom line, channeling resources where they matter most and driving your business towards unprecedented success.
Features Comparison
- Service Plan Features
- Factor Books
- Factor Advisor
- Factor CFO
- Real-Time Bank Sync & Auto Fetch Bank/Credit Card Statements
- Document Management Portal for Tax Documentation & Record-Keeping
- Dedicated Bookkeeper/Senior Tax Accountant Team
- Email & Phone Support
- Yes - Same or Next
- Yes - Same Day
- Monthly Financial Review & Advisory Call
- Yes - Weekly
- Slack App Channel Communication
- No
- No
- Quickbooks Online Accountant Subscription
- At Cost
- Included
- Included
Accounting Services
- Service Plan Features
- Factor Books
- Factor Advisor
- Factor CFO
- Accounting Method
- Cash or Accrual Hybrid
- Cash or Accrual Hybrid
- Cash or Accrual Hybrid
- Customized Chart of Accounts - Industry Speci c to Maximize Deductions
- Accounting & Reconciliation of Bank/Credit Card Accounts ($50/mo. per additional accounts after 3)
- Payroll Reconciliation
- Loan Reconciliation
- Shareholder/Member Equity Account Management
- Track, Prepare, & File 1099's (up to 5 included, additional $250 for every 10 thereafter)
- IRS & State Tax Notice Management
- Maximize Tax Deductions During the Calendar Year
- Basic 401K & Retirement Plan Advisory*
- Inventory Accounting Methods - (LIFO, FIFO)
- No
- Complex Retirement Plan Strategies - Coordination for Defined Compensation or Defined Benefit Plans
- No
- Forecasting & Budget v. Actual Analysis
- No
- Financial Statement Preparation
- No
- Financial Analysis - Insights into Pro tablility
- No
- Tax Withholding & Reporting for International Payments
- No
- Cash Flow Management
- No
- No
- Accounts Payable Management
- At Addl Cost
- At Addl Cost
- Accounts Receivable Management
- At Addl Cost
- At Addl Cost
- Transfer Pricing Compliance
- At Addl Cost
- At Addl Cost
- Cost Segregation Studies
- At Addl Cost
- At Addl Cost
Taxation Services
- Service Plan Features
- Factor Books
- Factor Advisor
- Factor CFO
- Discounted 25% Personal Tax Prep
- Company Structure Valuation (done annually)
- Preparation & Filing of Federal & State Income Tax Returns
- Quarterly Estimated Tax Payments
- Tax-Advantaged Entity Structuring
- Implement Suggested Tax Elections
- Preparation & Filing of Franchise Tax Returns
- Estimated Corporate or Partnership Tax Payments
- Research & Implement Tax Credits*
- No
- State & Local Tax Nexus Analysis
- No
- Support for Entities with Foreign Activity or Subsidiaries
- No
- Personalized Tax Plan - includes overview of personal investments & assets
- No
- Tax Impact Analysis - Implications of Major Decisions
- No
- Tax Compliance - Federal, State, & Local Income Tax Registration*
- $250 + State Fees
- $250 + State Fees
- Yes + State Fees