Pricing
Business Advisory Plans
Harbor Plan
- Annual Business Tax return (1120-S, 1065, 1120)
- Year-round email support
$125/month
(Billed annually)
Most Popular
Compass Plan
- Everything in Harbor Plan
- Monthly Accounting
- Quarterly Tax Projections & Federal & State Notice support
- Email & scheduled phone support
Starting at
$750/month
Beacon Plan
- Everything in Compass Plan
- First Coast Cash Compass™ forecast report
- Quarterly Tidal Metric KPI
report - Quarterly planning/review
Starting at
$2,500/month
Perfect for actionable insights & strategy
Fractional CFO
(Yacht Club Plan)
Your premium-tier advisory built: for clarity, control, and confident growth.
- Monthly Reports using 3 Navigational Tools
- Monthly Accounting & Cash Flow Tracking
- Quarterly Tax Projections
- First Coast Cost Protection Playbook™
- Bi-Weekly Strategy Meetings
$5,000/month
Includes all 3 Navigational Tools plus direct CFO-support
Benchmark
Navigate
Anchored in integrity, driven by strategy-we translate your financial data into clarity, confidence, and control.
Protect
Individual Plans
Shoreline Plan
Entry Tier
- Federal and 1 state
- Year-round email support
Starting at
$1,000/year
(Billed annually)
Most Popular
Seabreeze Plan
Mid Tier
- Everything in Shoreline Plan
- Annual Tax Projection
- Updated Estimated Payments
- Federal & State Notices support
- Unlimited email & scheduled phone support
- 1 Annual Strategy Call
Starting at
$1,500/year
Oceanview Plan
Premium Tier
- Everything in the Seabreeze plan
- Comprehensive annual tax plan
- Quarterly planning/review
Starting at
$2,500/year
First Coast Financials™
First Coast Financials™, are the foundation of my 3-part Navigational Fractional CFO system. These financials are an essential tool to navigate your business and give you a foundation of truth you can trust.
Without accurate, up-to-date books, every financial decision is guesswork.
First Coast Cash Compass™
First Coast Cash Compass™, is more than a report, it’s a navigational tool that helps you chart the right course to avoid surprises.
Is your 2 a.m. problem worrying how you’ll pay all the bills?
The Cash Compass shows where every dollar is going, and forecast dollars coming in.
Tidal Metric KPIs
Tidal Metric KPIs are designed to chart your financial momentum—helping you run your business efficiently, anticipate shifts in the economy, and spot early signs of financial storms before they reach your shores.
With the insight from these KPI’s, you’ll know when to push for growth, when to steady the ship, and how to stay in control.