Services

The JBee Method’s flexible pricing options are crafted to provide tailored solutions that meet the unique financial needs of your business.

One Time Strategy Sessions

Memberships

Outsourced Services

One Time
Strategy Session

$595

Get unstuck and gain the clarity and direction you need to make informed decisions and move forward.

Introducing our CPA & CFO Memberships

Starting at $595/mo

Our CPA & CFO Memberships are crafted to integrate seamlessly with your existing financial team, providing the expertise and oversight necessary to elevate your financial operations and strategic planning. Equip your business with the tools it needs to thrive in a competitive landscape.

CPA Tax and Compliance Membership

Investment starting at: $5,995 annually or $595/mo

  • Slash tax bills. Plus get tax and IRS off your plate

  • For the busy owner with $200k-$500k in annual revenue seeking a financial partner to develop and implement tax saving strategies and handle IRS issues efficiently.

    • Personalized business and personal tax returns

    • Bookkeeping oversight

    • Expert compliance and notice response

    • Enjoy unlimited tax-related inquiries via email

    • Experience unmatched financial benefits with our Annual Personalized Tax Savings Plan. This plan is designed to maximize your savings and enhance your fiscal health, ensuring exceptional value and peace of mind.

    • Exclusive access to quarterly group tax calls. These sessions include a deep dive into business deductions and credits for the year followed by an interactive AMA segment. 

    • How much should I pay myself?

    • What is the best way to take money out of my company?

    • Am I paying too much in taxes?

    • How can I be sure I’m compliant with all tax laws?

    • How do I manage my tax burden and still have money to grow?

    • Is my business entity structured to optimize taxes?

    • What if I get audited?

    • How do I know what tax laws are impacting me?

CFO Advisor
Membership

Investment starting at: $8,995 annually or $895/mo

  • C Suite partner to help you navigate financial uncertainty and plan for future growth in a fluctuating market.

  • Growing companies with more than $500k- $2M in annual revenue who need to know the next financial moves to make in their company. This membership is ideal for business leaders who seek not just to maintain but to excel in their financial leadership, ensuring every decision is informed and every opportunity is seized. Unlock the full potential of your financial operations with the CFO Concierge Membership.

    • Personalized business and personal tax returns

    • Bookkeeping oversight

    • Expert compliance and notice response

    • Enjoy unlimited tax-related inquiries via email

    • Experience unmatched financial benefits with our Annual Personalized Tax Savings Plan. This plan is designed to maximize your savings and enhance your fiscal health, ensuring exceptional value and peace of mind.

    • Exclusive access to quarterly group tax calls. These sessions include a deep dive into business deductions and credits for the year followed by an interactive AMA segment. 

    • Plan for the unexpected

    • Never underbid another project

    • Build a reserve

    • Increase cash flow and profit

    • Feel confident in having the cash to execute projects and cover your bills

    • Save for the future and be able to take more money out of your business

CFO & CPA
Membership

Investment starting at: $12,995 annually or  $1,295/mo

Schedule a Discovery Call to Learn More About Membership

Full Service
Offerings

Services start at $795/mo

CPA Outsourced Service
Packages

For companies with $200k- $2M in revenue

Comply

Essential guidance to comply with IRS, state, local, DCAA and other regulatory requirements

Solo contractor who needs help navigating compliance, keeping books up to date, and filing the annual tax return 

Benefits

  • Annual Strategy Session

  • Business & Personal Tax Return

  • Bookkeeping

  • Annual Financial Reviews

Service Level:

6 Day Email Response Time

Monthly Investment from $795

Secure

Expert guidance and management to keep you compliant, reduce tax, and plan for future cash and profit

For the business owner who fears they are overpaying in tax and struggling with managing cash and profit

Benefits

  • Quarterly Strategy Session

  • Business & Personal Tax Return

  • Bookkeeping

  • Quarterly Financial Reviews

  • Custom Tax Plan

  • Cash & Profit Planning

  • Payroll Oversight


Service Level:

3 Day Email Response Time

Monthly Investment from $1295

Grow

CFO led accounting to handle your entire back office

For the fast paced business with $750k-$2M who needs a dedicated financial leader to help make the right decisions and fast

Benefits

  • Monthly Strategy Session

  • Business & Personal Tax Return

  • Bookkeeping

  • Monthly Financial Reviews

  • Custom Tax Plan

  • Cash & Profit Planning

  • Payroll Oversight

  • Dedicated CFO

Service Level:

24 hr Email Response Time

Monthly Investment from $2675

CFO Outsourced Service
Packages

For companies with $2-10M in revenue

Bronze

Ensure that your financial practices are up to industry standards and that you're making the most of your financial data for better business decisions

Businesses concerned about financial difficulties and want to address them proactively

Benefits

  • Business Strategy Roadmap

  • Annual Budget

  • Annual Cash Plan

  • Full-Service Bookkeeping

Service Level

  • 6 week Onboarding

  • 5 Day Email Response Time

  • 10 Day Meeting Lead Time

Monthly Investment from $3295

Silver

Revolutionize Your Business with Our Finance and Operations Transformation Solutions

The business that needs a strategic financial partner to identify business areas needing improvement and implement strategies to foster sustainable growth

Benefits

  • Business Strategy Roadmap

  • Budget & Projections

  • Cash & Profit Planning

  • Full-Service Bookkeeping

  • KPI Reporting, Analytics & Dashboards

  • Payroll

Service Level

  • 8 week Onboarding

  • 3 Day Email Response Time

  • 6 Day Meeting Lead Time

  • 6 Day Ad-hoc Deliverables

Monthly Investment from $3995

Gold

Revolutionize Your Business with Our Finance and Operations Transformation Solutions

The business that’s outgrown its back office and wants to create a more strategic, proactive, and efficient operation that supports the broader goals of the organization

Benefits

  • Business Strategy Roadmap

  • Budget & Projections

  • Cash & Profit Planning

  • Full-Service Bookkeeping

  • KPI Reporting, Analytics & Dashboards

  • Payroll

  • Finance & Operations Transformation

  • Accounts Receivable & Payable

Service Level

  • 10 week Onboarding

  • 24 hr Email Response Time

  • 2 Day Meeting Lead Time

  • 3 Day Ad-hoc Deliverables

Monthly Investment from $5295

Schedule a Discovery Call to Learn More About Outsourced Services