Plans and Pricing
Tailored accounting solutions for your business needs
Our accounting and advisory services empower you to make well-informed decisions by providing us with a deep understanding of your operations. With our dedicated team of three professionals, including a Client Controller, Tax Advisor, and Client Relationship Manager, you can expect personalized and comprehensive support tailored to your specific needs.
Core
$1497/mo
*Base Starting Price*
2 strategy calls per year
- No Annual Contracts
- Team of 3
- Monthly Bookkeeping
- Tax Planning
- Tax Projections
- Monthly Financial Statements
- Business Advisory
- Personal Tax Return*
- Business Tax Returns
Optimizing your unique financial situation takes a little time. 4-6 weeks to be exact. Our one-time implementation investment allows our team to evaluate your financials in order to make expert recommendations. More below on what is included.
What do I get?
Dedicated team of 3 Ps
Our Team of 3Ps will guide you in crafting a roadmap to your wealth dreams, bringing unparalleled clarity to your financial landscape and empowering you to make the most informed decisions.
Account Reconciliations
We reconcile your bank accounts, credit cards and electronic transactions into QuickBooks or Xero.
Detailed Monthly Financials
Receive accurate and detailed monthly financial statements by the 20th of each month, enabling you to make informed decisions and strategically guide your business forward.
Financial KPIs
Our approach to Financial KPIs provides you with actionable insights, enabling strategic decision-making to drive your business's growth and profitability.
Comprehensive Tax planning
We offer expert guidance on tax planning strategies, helping our clients optimize their financial outcomes and achieve significant savings.
Expert Business Advisory
Receive expert advice on investment timing, spending decisions, and purchasing to avoid cash flow surprises and tax complications.
Strategic CFO Guidance
Your dedicated CFO will meticulously analyze your data—whether monthly, quarterly, or annually—and craft proactive strategies to ensure you make optimal financial decisions.
Business Analysis
Ready to experience the difference an expert accounting and advisory team can make?
Trust us, you’re in great hands. Get started with a free analysis!
Implementation
Getting started with Mehanna Advisors
You don’t need a crystal ball to know what the future holds when you work with us. All it takes are four steps to get started, and we can tell you the rest. Download our implementation guide to see what we need and how we can help you get up and running.
*Get your welcome guide to Mehanna Advisors
Implementation Culmination Meeting
- Get to know your dedicated team of 3. Review the technologies, procedures, roles, and responsibilities for your high-level goals with the Onboarding Manager.
Payroll
Provide your existing payroll information for ADP onboard. Establish accounts, forms, and timelines to transfer payroll details.
Quickbooks Online (QBO)
Complete banking connections for QBO. Provide read-only access to bank account information and tax filings where applicable.
Tax Returns
Provide any income documents, expenses, contributions, records of tax payments, and depreciation schedule.
Do Business As
A Family, A Team, A Business
Most business owners do not have the time or expertise to oversee all their accounting operations in an efficient manner. When you don’t have the right professionals managing your financials, you’re wasting time and money. Our fractional Team of 3 relieves your financial stress while educating you at a high level.
Mehanna Bookeeping
Monthly
Yearly
START-UP
Great for Start-ups & Sole Owners-
Setup / Modify Chart of Accounts
-
Transaction Entry
-
Monthly Transactions: Up to 100/mo.
-
Bank & Credit Card Accounts: Up to 2
-
Account Reconciliations
-
Journal Entries
-
Unlimited Phone/Email Support
-
Tax Adjustments
-
Fixed Asset Tracking
-
Class Tracking*
-
Financial Statements: Monthly
-
Close of the Books: Quarterly
-
Financial Recap Email: Quarterly
-
Zoom Financial Recap Call
GROWTH
Great for Small Businesses-
Setup / Modify Chart of Accounts
-
Transaction Entry
-
Monthly Transactions: Up to 200/mo.
-
Bank & Credit Card Accounts: Up to 4
-
Account Reconciliations
-
Journal Entries
-
Unlimited Phone/Email Support
-
Tax Adjustments
-
Fixed Asset Tracking
-
Class Tracking*
-
Financial Statements: Monthly
-
Close of the Books: Quarterly
-
Financial Recap Email: Quarterly
-
Zoom Financial Recap Call
ESTABLISHED
Great for Growing Businesses-
Setup / Modify Chart of Accounts
-
Transaction Entry
-
Monthly Transactions: Up to 300/mo.
-
Bank & Credit Card Accounts: Up to 6
-
Account Reconciliations
-
Journal Entries
-
Unlimited Phone/Email Support
-
Tax Adjustments
-
Fixed Asset Tracking
-
Class Tracking*
-
Financial Statements: Monthly
-
Close of the Books: Quarterly
-
Financial Recap Email: Quarterly
-
Zoom Financial Recap Call
SCALE
Great for Rapid Growth Businesses-
Setup / Modify Chart of Accounts
-
Transaction Entry
-
Monthly Transactions: Up to 400/mo.
-
Bank & Credit Card Accounts: Up to 8
-
Account Reconciliations
-
Journal Entries
-
Unlimited Phone/Email Support
-
Tax Adjustments
-
Fixed Asset Tracking
-
Class Tracking*
-
Financial Statements: Monthly
-
Close of the Books: Quarterly
-
Financial Recap Email: Quarterly
-
Zoom Financial Recap Call
START-UP
Great for Start-ups & Sole Owners-
Setup / Modify Chart of Accounts
-
Transaction Entry
-
Monthly Transactions: Up to 100/mo.
-
Bank & Credit Card Accounts: Up to 2
-
Account Reconciliations
-
Journal Entries
-
Unlimited Phone/Email Support
-
Tax Adjustments
-
Fixed Asset Tracking
-
Class Tracking*
-
Financial Statements: Monthly
-
Close of the Books: Quarterly
-
Financial Recap Email: Quarterly
-
Zoom Financial Recap Call
GROWTH
Great for Small Businesses-
Setup / Modify Chart of Accounts
-
Transaction Entry
-
Monthly Transactions: Up to 200/mo.
-
Bank & Credit Card Accounts: Up to 4
-
Account Reconciliations
-
Journal Entries
-
Unlimited Phone/Email Support
-
Tax Adjustments
-
Fixed Asset Tracking
-
Class Tracking*
-
Financial Statements: Monthly
-
Close of the Books: Quarterly
-
Financial Recap Email: Quarterly
-
Zoom Financial Recap Call
ESTABLISHED
Great for Growing Businesses-
Setup / Modify Chart of Accounts
-
Transaction Entry
-
Monthly Transactions: Up to 300/mo.
-
Bank & Credit Card Accounts: Up to 6
-
Account Reconciliations
-
Journal Entries
-
Unlimited Phone/Email Support
-
Tax Adjustments
-
Fixed Asset Tracking
-
Class Tracking*
-
Financial Statements: Monthly
-
Close of the Books: Quarterly
-
Financial Recap Email: Quarterly
-
Zoom Financial Recap Call
SCALE
Great for Rapid Growth Businesses-
Setup / Modify Chart of Accounts
-
Transaction Entry
-
Monthly Transactions: Up to 400/mo.
-
Bank & Credit Card Accounts: Up to 8
-
Account Reconciliations
-
Journal Entries
-
Unlimited Phone/Email Support
-
Tax Adjustments
-
Fixed Asset Tracking
-
Class Tracking*
-
Financial Statements: Monthly
-
Close of the Books: Quarterly
-
Financial Recap Email: Quarterly
-
Zoom Financial Recap Call
Monthly Engagement
For ongoing CFO support to accelerate your growth
Typically includes:
- Monthly updates of your financials and business metrics
- Budget vs. actuals variance analysis and review
- Monthly rolling forecasts of financials
- Fully customizable chart of accounts
- R̶e̶g̶u̶l̶a̶r̶ ̶f̶i̶n̶a̶n̶c̶i̶a̶l̶ ̶h̶y̶g̶i̶e̶n̶e̶ ̶a̶s̶s̶e̶s̶s̶m̶e̶n̶t̶s̶
- I̶m̶p̶l̶e̶m̶e̶n̶t̶a̶t̶i̶o̶n̶ ̶o̶f̶ ̶f̶i̶n̶a̶n̶c̶i̶a̶l̶ ̶b̶e̶s̶t̶ ̶p̶r̶a̶c̶t̶i̶c̶e̶s̶
- B̶u̶s̶i̶n̶e̶s̶s̶ ̶K̶P̶I̶ ̶a̶n̶a̶l̶y̶s̶e̶s̶ ̶a̶n̶d̶ ̶r̶e̶v̶i̶e̶w̶
- B̶o̶a̶r̶d̶ ̶d̶e̶c̶k̶ ̶r̶e̶v̶i̶e̶w̶ ̶a̶n̶d̶ ̶f̶i̶n̶a̶n̶c̶i̶a̶l̶ ̶s̶l̶i̶d̶e̶s̶ ̶
- C̶u̶s̶t̶o̶m̶ ̶C̶F̶O̶ ̶e̶n̶g̶a̶g̶e̶m̶e̶n̶t̶
Starts at $1,200 /month
Annual Budgeting & Forecasting
For accurate forecasts to grow your business
Includes:
- Personal CFO Consultation
- Budget based on standard forecast drivers
- Revenue projections
- COGS budget
- Headcount budget
- Payroll budget
- Non–payroll budget
- B̶u̶s̶i̶n̶e̶s̶s̶ ̶s̶c̶e̶n̶a̶r̶i̶o̶ ̶p̶l̶a̶n̶n̶i̶n̶g̶
- I̶n̶d̶u̶s̶t̶r̶y̶–̶s̶t̶a̶n̶d̶a̶r̶d̶ ̶f̶i̶n̶a̶n̶c̶i̶a̶l̶ ̶s̶t̶a̶t̶e̶m̶e̶n̶t̶ ̶m̶o̶d̶e̶l̶s̶
- V̶a̶r̶i̶a̶n̶c̶e̶ ̶r̶e̶p̶o̶r̶t̶i̶n̶g̶
Starts at $1,500 /year
Fundraising Strategy & Support
When you’re ready to secure your next round of funding, Mehana advisors offers fundraising strategy consulting, pitch deck assessment and feedback, mock pitch sessions, and more.
Essentials
For businesses that are just getting started
includes:
- Federal corporate income tax filing
- Delaware Franchise tax filing
- Electronic W9 collection, W8 BEN, and W8 BEN-E filing
- 1099–MISC filing
- Email support budget
- Free tax extension
Starts at $1,950 /yr
Must be purchased with Mehanna Bookkeeping
Standard
For businesses growing quickly with net income or foreign subsidiaries
includes:
- Everything in Essentials
- Support for entities with net income
- Support for entities with foreign subsidiaries
Starts at $4,500/yr
Must be purchased with Mehanna Bookkeeping
Additional products & services
R&D Tax Credit
Your business could save up to $250,000 or more through the R&D tax credit. We handle the full claim process and provide the necessary documentation to back up your claim with the IRS.
R&D Credit
For companies that incurred R&D expenses in the US.
Additional Services
We help you pay your bills, establish best practices, and provide other finance support you need at an hourly rate.
AP/AR Services
For support paying bills and creating and sending invoices. Starts at $125/hr
Supplemental Services
For requested custom reporting, training new client hires, communicating with external parties, and other support. Starts at $195/hr
Controller Services
For building the right finance operations, including revenue recognition best practices, COGS categorization, and more. Starts at $200/hr
Additional products & services
All CFO plans include the essential pieces of our approach: An expert CFO team, custom financial support, and high-impact value.
What you get | Estimated price |
Monthly update of your financials and business metrics | $300-$1,200/mo |
Budget vs. actuals variance analysis and review | $900-$1,800/mo |
Regular financial hygiene assessments and implementation of financial best practices | $600-$1,800/mo |
Financial and business KPI analyses and review | $300-$900/mo |
Board deck review and financial slides support | Custom |
All tax plans include the essential pieces of our approach: A dedicated tax preparer, streamlined online process, and the full tax prep service.
Essentials | Standard | |
Eligibility | ||
Tax support for S Corps, C Corps, LLCs, and Non–profits |
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Tax support for entities with net income |
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Tax support for entities with foreign subsidiaries |
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Included Services | ||
Federal Corporate income tax filing |
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State corporate income tax filing |
|
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City corporate income tax filing |
|
|
Delaware Franchise tax filing |
|
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Electronic W9 collection, W8 BEN, and W8 BEN–E filing |
|
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1099–MISC filing | 10 included | 50 included |
Support Services | ||
Email support |
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Seamless sync with Mehanna Advisors Bookkeeping |
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Additional Services | ||
Catch-up tax filings | Same rate | Same rate |
Additional jurisdiction tax filings | $500 / jurisdiction | $750 / jurisdiction |
Accounting methodology change for tax filing | $2,000 / entity | $2,000 / entity |
Foreign shareholder return 5472 | $500 / shareholder | $500 / shareholder |
Foreign financial accounts | $500 / account | $500 / account |
Foreign subsidiaries | $1,000 / account | |
Additional 1099s | $10 / vendor | $10 / vendor |
Additional simple K-1s | $50 / K-1 | $50 / K-1 |
Additional complex K-1s | $300 / K-1 | $300 / K-1 |
Mehanna Advisors is your partner
...
...
We view ourselves as a partner in your business’s success. Your dedicated finance expert is there for guidance on all of these additional tasks – and this is all included in your plan.
- We help set up software integrations related to bookkeeping (QuickBooks Online, Gusto, Expensify, Bill.com, Stripe, and others).
- We can help you select a vendor for payroll, reimbursement, or billing.
- We identify opportunities to streamline your company’s bookkeeping processes and tools.
- We coordinate with your tax preparers or outside CFO services.
Frequently asked questions
Do you offer discounts for pre-revenue companies?
Yes – Mehanna offers special discount pricing for pre–revenue companies. Qualified companies can receive $200 off per month for the first year. Contact us to learn more.
How do prices change as I grow?
We understand the importance of predictability and transparency. Every month, we’ll average your prior 3 months of books to understand your current expenses, as well as how your financial institution connections, special transactions, and hours of support have changed.
As an example, for an unprofitable 5-person tech startup that has less than $5M in annual revenue with roughly 80% of time being spent on qualifying R&D activities, and average salary of $100k/year, the credit might be between $20k to $60k.
How should I calculate my monthly expenses? What does that include?
For pricing purposes, we include in expenses the money your company spends each month, including payroll, cost of goods sold, and distributions.
Why do you price based on expenses?
Our goal is simple and transparent pricing. In examining different models, we found that expenses closely reflected business complexity while also having the advantage of being simple to calculate. To determine the best Mehanna advisors plan for your business’ needs, we also factor in the number of financial institutions, transactions, and hours of support.
What is your cancellation policy? What if I prepaid for the year?
Your subscription will continue until the end of your billing cycle. If you decide not to renew after the year is over, you can let us know in advance and we’ll stop billing you for the next cycle.
When I prepay for a year, does that lock in my price?
No, if your business is growing rapidly, your books are growing in complexity as well. If your expenses and other support needs change and exceeds the amount you’ve prepaid for, you’ll get billed the difference that month.
Are there any one–time fees when I sign up for Mehanna advisors?
Yes, there’s an onboarding fee equal to one month of bookkeeping to help us make sure your setup process is a smooth one.
- For product COGS (i.e. the actual cost of the items sold), we base our calculations on inventory information you share with us.
- For Merchant Fees and Shipping COGS, we track your metrics automatically and categorize your variable expenses there.
- For other variable costs you wish to track as COGS, we work with you to create accounts and categorization rules to implement this for your business.
Call Us Now!