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Pricing & Engagement Options

Engagements & Pricing

Jaaxen Tax & Advisory offers flexible engagement options designed around the needs and complexity of each client. Published prices are starting points and may vary based on scope of services, entity structure, transaction volume, reporting requirements, complexity, and level of advisory support required. A final scope and fee will be confirmed before the engagement begins.

Offer

Starting Price

Best For

Primary Outcome

$1,500/mo

Smaller established businesses

Monthly clarity, cash flow, tax visibility

$2,250/mo

Growing businesses

13-week cash flow, KPIs, quarterly tax projections

$3,500+/mo

Complex/multi-entity firms

Scenario planning, advanced tax strategy, priority advisory

$225+/mo

Employers

Payroll oversight without owner administrative burden

$500+/mo

Clients needing clean monthly books

Reliable financials for decisions and tax

$750–$2,500+

Individuals and business owners seeking proactive tax planning.

Proactive tax savings and year-end action plan

$500–$1,500+ initial

Taxpayers with notices/collections

Experienced representation and resolution strategy

Compare Fractional CFO Packages

CFO Essentials

Starting at $1,500/month

Best for: Smaller established businesses that need reliable financial visibility, cash-flow oversight, and proactive tax coordination.

• Monthly financial review

• Cash-flow monitoring

• Budget vs. actual review

• Core KPI reporting

• Management reporting

• Tax planning coordination

• Monthly advisory meeting

• Basic profitability review

Recommended for Growing Businesses

CFO Growth

Starting at $2,250/month

Best for: Growing businesses that need deeper forecasting, profitability analysis, and regular strategic guidance.

• Includes everything in CFO Essentials, plus:

• 13-week cash-flow forecasting

• Rolling forecasts

• Expanded KPI dashboard

• Pricing and margin analysis

• Budgeting and forecasting

• Quarterly tax projections

• Growth and scalability planning

• Process and operational review

• More frequent strategic advisory

CFO Strategic

Starting at $3,500+/month

Best for: Complex, multi-entity, rapidly growing, or owner-led businesses needing executive-level financial leadership.

• Includes everything in CFO Growth, plus:

• 12–18 month rolling forecasts

• Scenario modeling

• Working-capital planning

• Advanced profitability analysis

• Strategic tax coordination

• Multi-entity reporting

• Internal controls and risk review

• Board/investor-ready reporting where applicable

• Owner decision support

• Priority strategic advisory

Every business is different. Engagements are tailored to the complexity, reporting needs, transaction volume, and level of strategic support required. Final scope and pricing are confirmed before services begin.

Notes: "+" indicates scope-based pricing; ranges reflect complexity and deliverables. "Initial" for IRS Representation covers intake, document review, and first response strategy.