Pricing

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

FeaturesEssentialGrowthElite
Monthly Transaction Reconciliation
Financial Statement Preparation (P&L, Balance Sheet)
Payroll ProcessingUp to 5 employeesUp to 15 employeesUp 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
SupportEmailPhone & EmailPriority (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.

📥 Get Started with Essential


📈 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.

📥 Upgrade to Growth


🏆 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.

📥 Get CFO-Level Support


🚀 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!

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