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Monthly Service Packages

All service packages are provided through monthly subscriptions

Accounting Fundamentals Reporting Package

Starting at $ 1500

Per Month
  • Monthly Accounting
  • Bank Reconciliations
  • Credit Card Reconciliations
  • Month-End Management
  • Tracking Fixed Assets
  • Class/Job Tracking
  • Monthly Balance Sheet and Income Statement
  • Quarterly Finance Call
  • Revenue Recognition
  • Monthly Flux Analysis
  • Monthly KPI Dashboard
*Ideal for clients with annual gross revenues between $500K and $1M

Controller Fundamentals Reporting PackageMost Popular

Starting at $ 2500

Per Month
  • Monthly Accounting
  • Bank Reconciliations
  • Credit Card Reconciliations
  • Month-End Management
  • Tracking Fixed Assets
  • Class/Job Tracking
  • Revenue Recognition
  • Monthly Flux Analysis
  • Monthly KPI Dashboard
  • Monthy Finance Call
  • Priority Response Time
*Ideal for clients with annual gross revenues of $1M or higher

Monthly & Seasonal Add-ons

Contact for pricing

Per Month
  • 1099s
  • PPTs Prep
  • Annual Budgeting & Forecasting*
  • Cash Forecasting & Management*
  • Audit & Tax Readiness
  • Clean Up Projects
  • CFO Referral Support
  • Payroll Referral Support
  • Operations Referral Support
*Only available with Controller Fundamentals Reporting Package

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Ready to explore our solutions?

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Are there more plans?

Our base service packages are designed to meet your business’s needs without breaking the bank. Additionally, we provide add-on solutions to ensure we can address your unique requirements.

Payroll & Tax

We currently do not provide payroll or tax services in-house. However, we have a strong network of trusted experts who can assist you with these services. We’re happy to refer you!

Tailored Services

If you’re looking for something not listed above or need clarification on any terminology, please feel free to reach out to us. We’re here to discuss tailored solutions that meet your needs.

  • Accounting Books Setup/Cleanup
  • Custom Reports
  • Bookkeeping best practices
  • Turnaround times
  • Onboarding process

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