Accurate monthly bookkeeping is the beginning, not the end. Cha Group helps business owners understand performance, spot problems sooner, and make informed decisions.
Discuss Your Needs ↗Ideal for growing businesses whose owners want consistent books and useful financial visibility.
View all services →Services and frequency depend on your engagement agreement.
Services are scoped to your needs and may include ongoing bookkeeping, reconciliations, reporting, and regular discussions of financial results.
Speak with Cha Group about your needs and next steps.
Choose the level of bookkeeping, planning, and financial guidance that fits your business.
Keep your books organized and stay compliant.
Build on the basics with more proactive guidance.
Bring a financial partner into your ongoing decisions.
| Service | Bronze | Silver | Gold |
|---|---|---|---|
| Bookkeeping | Monthly | Monthly | Biweekly |
| Tax-planning calls | Annual | Semiannual | Quarterly |
| Profit-maximization calls | Annual | Quarterly | Monthly |
| Business tax return | — | Included | Included |
| Sales tax filings & estimated taxes | — | Included | Included |
| CFO calls | — | — | 1 per month |
| Cash-flow forecasts & bill pay | — | — | Included |
| Response time | 5 business days | 3 business days | 1 business day |
| Bookkeeping support | 1 email / month | 2 calls / month | Unlimited |
— = not listed in this package. Final scope is defined in your engagement agreement.
Monthly starting prices. We confirm scope and your final fee before work begins.
Explore our individual and business concierge tax memberships.
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