SMB Business Services #
Outsourced Accounting #
starting at $850/ per mo #
includes:
- weekly bill pay
- weekly data entry
- weekly accounts receivable aging updates
- monthly accrual based financial reports and team review meeting
- quarterly tax optimization check in
- tax return prep for both individual + sole member LLC
Outsourced Account Executive #
starting at $4,000/month retainer + commission #
includes:
- Dedicated sales execution and pipeline management
- product feedback from market conversations
- ICP and compelling event identification
- closed won deals (typically 1-2/month for enterprise)
- sales playbook documentation
- demo environment, scripts, and collateral
- CRM setup and sales tech stack configuration
Implementation fee: $2,500 (one-time setup)
Automations #
starting at $100 #
includes:
- you own the agent and IP there is no recurring monthly fees for software
- telephone numbers if needed
- reporting to show you your ROI on any cadence you want
- one month of support to ensure it works for you
Personal & Tax Services #
Tax Returns #
starting at $500 #
includes:
- one State and Federal e-File
- crypto, rental real estate, self employed are extra
- if you need more complex partnership, S-corp, etc..I can recommend Bay Area firms to do that work
Personal Financial Coordination #
Available hourly or retainer #
includes:
- cash flow analysis and optimization
- vendor management and negotiation
- coordination with attorneys, advisors, and stakeholders
- succession planning and wealth management support
- discretion around personal wealth matters
Contract-to-Hire Options #
Available for all services. Perfect if you want to:
- Test a service before making a full-time hire
- Get immediate help while you recruit
- Have flexibility during growth phases
Talk to Raf for custom pricing based on your specific needs. Quick calls, no pressure, just clarity.