Services + Pricing
We understand that every business is unique, with its own set of challenges and opportunities. That’s why we offer a comprehensive range of financial services designed to meet the specific needs of your business, whether you're just starting out or looking to scale. Our team of experienced professionals is committed to providing personalized solutions that help you achieve financial clarity, streamline operations, and drive growth.
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All our service agreements are structured as a flat monthly fee based on an agreed upon scope of work. Due to the highly customizable nature of the scope, pricing is not available on the website. Contact us for a FREE consultation and quote.
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controller + advisory services
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Adjustments and Accruals
Employee Onboarding
Executive Summary of Financials
Financial Review + Substantiation
Insurance or Internal Audits
Liaison with CPA
Monthly Reporting
New Tax Registration
Revenue Recognition
Standard Operating Procedures
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bookkeeping + admin services
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1099s + W-9 Collection
Accounting Inbox Monitoring
Accounts Payable
Accounts Receivable
Bank Reconciliation
Customer Billing
Documentation Management
Payroll Processing
Payroll Tax Filing & Remittance
Sales Tax Filing & Remittance
Vendor Relationships
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training + other services
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Bookkeeping Cleanup
Email Organization
Microsoft Training (Outlook, Excel)
New Software Implementation
Promotional Material Design
QBO Setup & Training
Special Projects
Website Maintenance
Service Plans
Essentials Plan $
This is an entry level plan focused on the bookkeeping and lays the foundation for clear financial management. Your needs are primarily cash basis transactional activity and bank reconciliations to ensure your financial records are organized, accurate, and up-to-date. Your balance sheet is small with only a handful of bank accounts, credit cards, and loans. Pricing is based on volume. Contact us for a free consultation and quote.
Executive Plan $$$
You are a mature small to mid-size business that needs help managing complex accounting processes and are looking for detailed financial reporting including budgeting and KPIs. You need accurate, real-time insights for strategic growth and help identifying opportunities and potential risks to keep your business financially healthy and compliant. Includes monthly 1 hour strategic planning meetings. Contact us for a free consultation and quote.
Enhanced Plan $$
Your business is growing and your books are getting more complicated. You have additional balance sheet items to manage such as inventory, prepaids, or accruals. You need financial guidance or weekly cash management to keep your business on its upward track. You might also need help with time sensitive tasks like customer billing and collections. Includes bi-monthly 1 hour advisory sessions. Contact us for a free consultation and quote.
Project Services
Sometimes we need help with items outside the scope of work, so each contract will have an agreed upon billing rate for project services. Any additional billable work will always be discussed with you before it's performed. No surprises, no hidden costs—just a commitment to making sure you're informed every step of the way. Your satisfaction and trust are our priority, and we ensure that every decision is made with your full knowledge and approval.
