Service Packages
Find your right fit.
Know before you call.
Most business owners come to us knowing something is wrong — but not exactly where. This page is designed to help you see yourself clearly before we ever talk.
Where are you right now?
Pick the description that sounds most like your situation today. It'll tell you which package to focus on.
Foundation
Books + Tax
For businesses ready to move off DIY or a low-cost bookkeeper. Clean records and no tax surprises — every month.
From
$750
/mo
Final price set during Proposal Meeting based on volume & complexity
Book a Clarity Call
What's included
Monthly bookkeeping & bank reconciliation
Books closed within 15 business days of month-end
Monthly P&L, balance sheet & cash flow statement
Annual business tax preparation & filing
Quarterly estimated tax calculations
QBO setup & chart of accounts optimization
Email & message support
CFO advisory & strategic guidance
Cash flow forecasting
Job costing & profitability by job
Quarterly CFO review meetings
Most Popular
Growth
Books + Tax + CFO
For business owners making real growth decisions. You need more than records — you need to know what the numbers mean and what to do next.
From
$1,500
/mo
Final price set during Proposal Meeting based on volume & complexity
Book a Clarity Call
Everything in Foundation, plus
Year-round tax planning (not just filing)
Monthly CFO financial summary & insights
Cash position & 60-day forward visibility
Job costing & profitability tracking
Proactive tax-saving recommendations
Bi-annual CFO review meetings
On-call advisory: hiring decisions, equipment purchases, loan analysis
Priority support
Custom KPI dashboard
Multi-entity & complex structure management
Annual financial strategy session
Strategic
Full CFO Partnership
For businesses scaling fast or managing complexity. Your outsourced CFO is a real partner — present in every major financial decision.
From
$2,500
/mo
Final price set during Proposal Meeting based on volume & complexity
Book a Clarity Call
Everything in Growth, plus
Custom KPI dashboard
12-month rolling cash flow forecast
Quarterly CFO review meetings
Annual financial strategy & planning session
Multi-entity management & consolidated reporting
Lender & investor reporting support
Direct access to Jhonatan Aldama, CPA
Full feature comparison
| Feature | Foundation | Growth | Strategic |
|---|---|---|---|
| Bookkeeping | |||
| Monthly bookkeeping | ✓ | ✓ | ✓ |
| Books closed within 15 business days | ✓ | ✓ | ✓ |
| Monthly P&L, balance sheet, cash flow | ✓ | ✓ | ✓ |
| Job costing & profitability by job | — | ✓ | ✓ |
| Multi-entity & consolidated reporting | — | — | ✓ |
| Tax | |||
| Annual business tax preparation & filing | ✓ | ✓ | ✓ |
| Quarterly estimated tax calculations | ✓ | ✓ | ✓ |
| Year-round tax planning | — | ✓ | ✓ |
| Proactive tax-saving recommendations | — | ✓ | ✓ |
| CFO Advisory | |||
| Monthly CFO insights summary | — | ✓ | ✓ |
| Cash position & 60-day forward view | — | ✓ | ✓ |
| On-call advisory (hiring, equipment, loans) | — | ✓ | ✓ |
| CFO review meetings | — | 2×/yr | 4×/yr |
| Custom KPI dashboard | — | — | ✓ |
| 12-month rolling cash flow forecast | — | — | ✓ |
| Annual strategic planning session | — | — | ✓ |
| Support | |||
| Email & message support | ✓ | ✓ | ✓ |
| Response time | 24 hrs | Same day | Same day |
| Direct CPA access | — | — | ✓ |
| No annual contract — cancel anytime | ✓ | ✓ | ✓ |
Which package fits your stage?
Foundation — From $750/mo
Good for you if…
- Revenue under $750K or low transaction volume
- Currently doing books yourself or using QuickBooks alone
- Just need organized books and taxes handled right
- Not yet making complex financial decisions
Growth — From $1,500/mo
Good for you if…
- Revenue $750K–$3M, growing year over year
- Making hiring or expansion decisions without good data
- Tired of tax surprises and cash flow blindspots
- Want to know which jobs and services are actually profitable
Strategic — From $2,500/mo
Good for you if…
- Revenue $2M+ with complex structure or multiple entities
- Scaling fast and need a financial partner, not just a reporter
- Need lender-ready reports or investor-grade forecasting
- Want your CFO in the room for every major decision
No contracts. No penalties. Ever.
Every Nuve engagement runs month-to-month. Stay because it works. Leave with 30 days' notice if it doesn't. No cancellation fees. No friction. That's our commitment — in writing.
Book a Financial Clarity Call