Expert bookkeeping, payroll, tax, and fractional CFO / controller services in Austin, Tx. Connecting your finanical pieces

Your bookkeeping, payroll, tax, and CFO-Controller advisory each hold a piece of the story. Connected, they show you something none of them can on their own. That's the idea behind our monthly packages — accurate financials and clear guidance, brought together in one place, so you always understand what your numbers are telling you.

Whether you're a solopreneur just getting started or a growing business with more moving pieces, our packages give you the financial support to grow with confidence, at every stage.

 A good fit for:  Small businesses with roughly $250K–$1M in revenue that want accurate monthly books and someone keeping a close eye on the numbers. 

• Monthly bookkeeping for up to 100 transactions
• Bank and credit card reconciliations (up to 2 accounts)
• QuickBooks Online management
• Monthly accrual-based close with an income statement, balance sheet and statement of cash flows
• Monthly general ledger review, with notes on any changes in your key revenue and expense lines
• Accounts payable management: we schedule and pay your bills and keep your vendor records current
• A 30-minute review call each quarter ( every 3 months )
• Email support
• 15% off tax preparation

 Onboarding: One-time $250 fee. 

A good fit for: Businesses with employees, bills to pay and customers to invoice, typically with $500K–$2M in revenue.

Everything in Mosaic Essentials, plus:

• Monthly bookkeeping for up to 200 transactions
• Bank and credit card reconciliations (up to 3 accounts)
• Accounts receivable management: we send your invoices and follow up on payments that are running late
• A fuller month-end close that adds accruals, prepaid expenses and depreciation
• Biweekly payroll for up to 10 employees
• A full P&L variance analysis each month, with written commentary on what changed and why
• A 30-minute review call every month
• Year-end 1099s for your contractors

Onboarding: One-time $500 fee.

A good fit for: Established businesses, typically with $2M–$5M in revenue, that want a Fractional CFO / controller in their corner without hiring one full time.

Everything in Signature Partnership, plus:

• Monthly bookkeeping for up to 400 transactions
• Bank and credit card reconciliations (up to 4 accounts)
• Payroll for up to 25 employees
• 10 hours a month of fractional CFO controller time
• A KPI dashboard built around the numbers that matter most to your business
• Monthly budget-versus-actual reporting
• An annual budget and a cash flow forecast updated each quarter
• A strategy meeting each quarter to look ahead and plan
• Your business tax return included (partnership or S-corp)
• 20% off individual tax returns and advisory projects
• Priority support

Onboarding: One-time $750 fee.

Package clients can add more analysis or CFO controller time whenever they need it:

• Additional controller time: $150 per hour
• Cash flow forecast: $900 per forecast
• Profitability analysis: $1,200
• Decision support and capital investment analysis: $900
• Initial budget: $1,800
• KPI dashboard build: $2,400
• Cleanup and catch-up bookkeeping:  $350 per prior month. 

 Fractional CFO Leadership clients receive 20% off advisory projects.

Every business is different, and your financial services should reflect that. We tailor our packages to fit your business, bringing together the services, expertise, and level of support that best serve your needs and goals.

*A Note About Our Pricing

The pricing above provides a starting point. Your final package pricing will be confirmed in a written proposal following your consultation and review of your completed discovery questionnaire. Pricing varies based on transaction volume, payroll size and frequency, financial complexity, tax services, and the level of ongoing financial support your business requires. All services and associated fees will be clearly outlined before work begins.