Every engagement is one flat, predictable fee agreed in advance. No hourly rates, no surprise invoices. CPA oversight is built into the engagement, and tax filings are reviewed by a licensed CPA before filing.
Foundation, Momentum, and Trajectory are CCG’s ongoing monthly engagement plans. Bookkeeping & Payroll, Tax Planning & Preparation, Fractional Controllership, and Fractional CFO are service categories that may be included based on your plan and scope.
Explore service details:
One team handles the work defined in your engagement, from bookkeeping and payroll through tax and strategic financial support. Start where you are today and move up as your needs grow.
Starting at
For owners who need clean, current books and dependable payroll support.
MOST COMPLETE VALUE
Starting at
Our most complete value for owners who want the compliance picture handled by one team and a professional to call.
Starting at
For owners ready to plan ahead, manages intentionally, and build a financial strategy around their goals.
Flat, predictable pricing. One clean number agreed in advance. Never hourly.
Starting prices reflect Core service for the simplest engagement at each level. Your actual flat fee is based on scope and agreed before work begins.
CPA-led oversight. Tax filings are reviewed by a licensed CPA before filing.
Core is the complete standard engagement, not a stripped-down version. Priority is for owners who want CCG more involved, faster, and ahead of problems.
The complete engagement, done thoroughly.
Everything in Core, plus a higher level of responsiveness and proactive involvement.
Each service is available as a standalone engagement, as Core or Priority, billed as a flat fee. CPA oversight is applied based on the engagement, and tax filings are reviewed by a licensed CPA before filing.
When you need working capital or SBA financing, CCG can prepare the financial package, supporting schedules, and narrative materials; coordinate application requirements; and serve as the accounting point of contact through the lender review process.
Trajectory includes capital readiness advisory to prepare in advance. Full-Service Business Funding is a separate engagement for owners who want hands-on application support and lender coordination through the funding decision.
Full-Service Business Funding is available as Core or Priority based on the level of coordination, responsiveness, and planning required.
Disclaimer: CCG prepares financial information, supports the application process, and coordinates with lenders as defined in the engagement. Approval, funding amount, rate, and terms are determined solely by the lender or the SBA. No funding result is guaranteed.
If your question is not here, bring it to a discovery meeting. That is what it is for.
Why don’t you publish one fixed price?
A single fixed price would overcharge some owners and underserve others. We quote one clean, flat fee after a focused conversation about your goals and the state of your books. The figures on this page are starting points.
Do you bill hourly?
No. Every engagement is a flat, predictable fee agreed before work begins. There are no hourly rates and no surprise invoices.
What affects the final flat fee?
Final pricing depends on the scope of work, transaction volume, number of entities and states, payroll complexity, cleanup needs, and whether Core or Priority service is selected. Your proposal states the flat fee before work begins.
What is the difference between Core and Priority?
Core is the complete standard engagement, not a stripped-down version. Priority adds priority workflow placement, more direct CPA involvement, and proactive planning based on the needs defined in your proposal. Priority pricing is quoted separately.
How do Fractional CFO, Controllership, Bookkeeping & Payroll, and Tax Planning relate to these plans?
Those are service categories that describe the types of support CCG provides. Foundation, Momentum, and Trajectory are our ongoing monthly engagement plans. Your proposal combines the specific bookkeeping, payroll, tax, controllership, and advisory services that fit your plan and scope.
Does Momentum include our personal taxes?
Yes. Momentum and Trajectory include individual income tax returns for the owners, including a spouse and dependents reported on the same return. A dependent who must file a separate standalone return is separately scoped.
How is capital readiness advisory different from Full-Service Business Funding?
Capital readiness advisory, included in Trajectory, helps prepare your financials and business before you approach a lender. Full-Service Business Funding is a separate engagement for owners who want hands-on financial-package preparation, application support, and lender coordination through the funding decision.
What is the difference between a discovery meeting and a paid consultation?
The discovery meeting is a complimentary 15-minute fit and scoping call for ongoing services. A paid consultation is a one-hour paid working session for a specific issue or project; the consultation fee is credited toward the related engagement if you proceed
How do payments and engagements work?
Your fee is flat and agreed in advance, with no hourly billing. Work begins after the proposal is signed, payment is completed in advance using the method stated in the proposal, and the required documents are confirmed.
Start with a complimentary 15-minute discovery meeting to explore ongoing support, or book a paid one-hour consultation if you have a specific project or decision in front of you now. The consultation fee is credited toward the related engagement if you proceed.
Flat, predictable pricing. CPA-led oversight. One team accountable for the engagement.
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