Plans

Customized plans for your business needs

Our financial services help you make informed decisions and allow us to understand your operations intimately. Our Team of 3's responsiveness and commitment to excellent support helps you get the guidance and answers you need, complete with weekly CSM and monthly Controller services.

Essential

$1500/mo

CFO Annually

Account Reconciliation
Reconcile Bank Accounts
Reconcile Credit Cards
Reconcile Electronic Transactions Into Quickbooks
Prepare Monthly Financial Statements
Tax Planning
General Business Consulting
Tax Preparation
Get Started

Premier

$2000/mo

CFO Quarterly

Account Reconciliation
Reconcile Bank Accounts
Reconcile Credit Cards
Reconcile Electronic Transactions Into Quickbooks
Prepare Monthly Financial Statements
Tax Planning
General Business Consulting
Tax Preparation
Get Started

Elite

$3000/mo

CFO Monthly

Account Reconciliation
Reconcile Bank Accounts
Reconcile Credit Cards
Reconcile Electronic Transactions Into Quickbooks
Prepare Monthly Financial Statements
Tax Planning
General Business Consulting
Tax Preparation
Get Started
Implementation$7500

Optimizing your unique financial situation takes a little time. 4-6 weeks to be exact. Our one-time implementation investment allows our team to evaluate your financials in order to make expert recommendations. More below on what is included.

Additional Services

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Sales Tax Services

$200/state/month

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Payroll Services

Starts at $250/month.
Calculate your price below.

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Bill Pay Services

Starts at $500/month.
Calculate your price below.

Payroll Calculator

Take payroll off your plate with easy, automatic payroll services. Calculate your monthly or weekly price below.

Calculate your monthly price
$250/mo
Talk to Sales
A monthly option is available and is the same price as biweekly.
Payees

Input the number of payees in your company. Payees are loaded in increments of five.

10 100

Bill Pay Calculator

Lighten your load and save valuable time with automatic bill pay. Calculate your monthly price below.

Calculate your monthly price
$500/mo
Talk to Sales
Bills

Input the number of estimated bills. Bills are loaded in increments of ten.

50 200
Implementation

Getting started with Dillon Business Advisors

You don't need a crystal ball to know what the future holds when you work with us. All it takes are four steps to get started, and we can tell you the rest. Download our implementation guide to see what we need and how we can help you get up and running.

Implementation Culmination Meeting

Get to know your dedicated team of 3. Review the technologies, procedures, roles, and responsibilities for your high-level goals with the Onboarding Manager.

Payroll

Provide your existing payroll information for ADP onboard. Establish accounts, forms, and timelines to transfer payroll details.

Quickbooks Online (QBO)

Complete banking connections for QBO. Provide read-only access to bank account information and tax filings where applicable.

Tax Returns

Provide any income documents, expenses, contributions, records of tax payments, and depreciation schedule.

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Do Business As

A Family, A Team, A Business

Most business owners do not have the time or expertise to oversee all their finance operations in an efficient manner. When you don’t have the right professionals managing your financials, you’re wasting time and money. Our fractional Team of 3 relieves your financial stress while educating you at a high level.

Business Analysis

Ready to experience the difference a fractional financial team can make?

 Trust us, you're in great hands. Get started with a free analysis!

Get Started