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Choose your pricing plan
Core Compliance Package
1,000$Every monthFor firms that need reliable bookkeeping without headaches.Â- Monthly bank & credit card reconciliation
- Accounts payable & receivable tracking
- Basic financial statements (P&L, Balance Sheet)
- General ledger maintenance
- Quick email support
Signature Services Package
1,500$Every monthFor firms that want clarity and insight in cash flow for smarter growthÂ- Everything in Core
- Payroll integration and reconciliation
- Detailed cash flow reporting & forecasting
- Quarterly budgeting & variance analysis
- Workflow recommendations to streamline finances
- Strategic advisory calls (1 hour/month)
Financial Strategy Services Package
2,500$Every monthFor firms that want proactive financial leadership and full confidenceÂ- Everything in Signature Services
- Month & year end close procedures
- Audit preparation
- Business performance dashboards
- Workflow automation & system setup for efficiency
Prior Month Reconciling-Catch-Up Service
150$ÂEnsures that all financial transactions, invoices, and outstanding balances from a previous month are accurately recorded and reconciledValid for one monthChart of Accounts Restructuring
500$ÂReview, redesign, and implementation of an optimized chart of accounts to improve financial clarity, reporting accuracy, and scalability.ÂMulti-Entity & Consolidated Accounting
250$Every monthManagement of financials across multiple entities, locations, subsidiaries, or business units, including intercompany tracking and consolidated reporting for internal management purposes.ÂInventory Tracking Support
150$Every month+$300 one-time setupSetup and ongoing support for inventory tracking, including categorization, reconciliation, and cost tracking. Does not include valuation or assurance services.ÂFixed Asset Tracking & Depreciation
100$Every month+$300 one-time setupSetup and maintenance of fixed asset schedules, including asset categorization and depreciation tracking for bookkeeping purposes only.Â
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