Smart, Scalable, and Stress-Free Financial Management
At Tactic, we provide expert bookkeeping, financial management, and strategic advisory services designed to help businesses of all sizes thrive. Whether you’re a startup needing accurate bookkeeping, a growing business looking for financial insights, or an established enterprise requiring CFO-level strategy, we have the right plan for you.
Each plan includes a one-time setup fee, ensuring a seamless onboarding experience, accurate financial data migration, and a smooth transition into our services.
👉 Not sure which plan is right for you? Contact us for a free consultation.
📌 Compare Our Plans
Features | Essential | Growth | Elite |
Monthly Transaction Reconciliation | ✅ | ✅ | ✅ |
Financial Statement Preparation (P&L, Balance Sheet) | ✅ | ✅ | ✅ |
Payroll Processing | Up to 5 employees | Up to 15 employees | Up to 50 employees |
Tax-Ready Reports | ✅ | ✅ | ✅ |
Cash Flow Management & Forecasting | ❌ | ✅ | ✅ |
Quarterly Financial Strategy Calls | ❌ | ✅ | ✅ |
Tax Planning & Optimization Strategies | ❌ | ✅ | ✅ |
KPI Tracking & Performance Analysis | ❌ | ❌ | ✅ |
CFO-Level Business Strategy | ❌ | ❌ | ✅ |
Audit Support & Advanced Tax Strategy | ❌ | ❌ | ✅ |
Dedicated Account Manager | ❌ | ✅ | ✅ |
Support | Phone & Email | Priority (Phone, Email, Chat) | |
Customized Reporting & Industry Benchmarking | ❌ | ❌ | ✅ |
One-Time Setup Fee | $499 | $799 | $1,499 |
Monthly Price | $299/month | $599/month | $1,199/month |
💡 Our Plans in Detail
🌱 Essential Plan – $299/month
Best for Startups & Small Businesses
For businesses that need accurate bookkeeping and compliance without the extras. Stay on top of your finances without the hassle.
🔹 Features:
✔ Monthly transaction reconciliation – Keep your books clean and accurate.
✔ Financial statement preparation – Receive Profit & Loss statements and Balance Sheets every month.
✔ Payroll processing – Covers up to 5 employees (payroll tax reporting included).
✔ Tax-ready reports – Organize your financials for tax season with ease.
✔ Email support – Reach out for help anytime.
💰 One-Time Setup Fee: $499
📌 Includes initial software integration, first financial review, and onboarding session.
📈 Growth Plan – $599/month
Best for Scaling Businesses
For businesses that need strategic financial insights and hands-on advisory support to drive growth.
🔹 Everything in Essential Plan plus:
✔ Cash flow management & forecasting – Get real-time insights into your business’s financial health.
✔ Quarterly financial strategy calls – Meet with experts every quarter to review growth and financial planning.
✔ Tax planning & optimization – Proactively minimize tax liability and maximize deductions.
✔ Payroll processing – Covers up to 15 employees with advanced compliance support.
✔ Dedicated account manager – A single point of contact for all your financial inquiries.
✔ Phone & email support – Get expert assistance whenever you need it.
💰 One-Time Setup Fee: $799
📌 Includes advanced reporting setup, historical financial review, and custom financial workflows.
🏆 Elite Plan – $1,199/month
Best for Established Businesses & Enterprises
For businesses that need comprehensive financial management, CFO-level strategy, and industry benchmarking.
🔹 Everything in Growth Plan plus:
✔ CFO-level financial strategy & business planning – High-level insights to drive business success.
✔ Advanced tax strategy & audit support – Ensure compliance and reduce financial risk.
✔ KPI tracking & performance analysis – Monitor and improve your business’s key financial metrics.
✔ Payroll processing – Supports up to 50 employees with full compliance management.
✔ Priority support – Get assistance via phone, email, and live chat with fast response times.
✔ Customized reporting & industry benchmarking – Data-driven insights tailored to your business.
💰 One-Time Setup Fee: $1,499
📌 Includes a full financial health assessment, CFO consultation, and custom reporting setup.
🚀 Why Choose Tactic?
✅ Expert Financial Team – Our certified accountants and CFOs help you make informed decisions.
✅ Seamless Integrations – Works with QuickBooks, Xero, Gusto, Stripe, and more.
✅ Scalable Solutions – Start small and upgrade as your business grows.
✅ Transparent Pricing – No hidden fees or surprise charges.
🔹 Ready to take control of your business finances?
📞 Call us at (123) 456-7890 or Book a Free Consultation today!