Essential Bookkeeping Package
Starting at:
Pricing
$750/month
- Weekly bank reconciliations
- Payroll processing (up to 5 employees)
- Weekly bill pay
- Customer invoicing
- Accounts payable aging report
- Accounts receiving aging report
- Monthly accrual-based financial statements
- Quarterly financial review
- Guaranteed 72-hour response time
- Collaboration with a tax preparer for tax preparation needs
Professional Financial Management Package
Starting at:
$2500/month
Includes all features from the Essential Bookkeeping Bundle, plus:
- Monthly Financial Review
- Custom reports or dashboards for external stakeholders
- Lite Financial Modeling
- Collaboration with the management team
- Monthly Cash Flow Management
- Dedicated controller-level contact with CPA designation
- Guaranteed 48-hour response time
Strategic CFO Solutions Package
Starting at:
$5000/month
Encompasses all features from the Essential Bookkeeping Bundle and Professional Financial Management Package, with additional advanced services:
- KPI reporting and management
- Strategic planning/budgeting – Monthly budget vs Actuals variance analysis
- Monthly team financial review
- Advanced financial modeling and scenario planning
- Weekly Cash Flow Management and Reporting
- Expert financial guidance and strategy
- Collaboration with internal or external bookkeeper
- Guaranteed 24-hour response time
- M&A Due Diligence Support
- Audit Support
- Interface with investors for financial updates
These carefully curated packages cater to businesses of varying sizes and financial complexities, ensuring a comprehensive suite of services to meet their distinct needs.
A La Carte:
- Ad-hoc- consultations/projects – $250/hour
- Unlimited text/slack communications – $299/month
- Budget planning – Starts at $4,500
