Monthly Service Packages
Accounting Lite Package
$ 99
Montly Retainer Includes:- Monthly Transaction Import and Account Reconciliation
- Monthly Financials
- A Quarterly Live Discussion
- Financials delivered before the end of the following month
Standard Accounting PackageMost Popular
$ 99
Montly Retainer Includes:- Bank and credit card account reconciliation across all active accounts
- Month-end close, including accruals and prepaid expense amortization
- Verification and tracking of all loan amortization schedules, including correct interest and principal split
- Equity account oversight
- Delivery of monthly financial statements (Balance Sheet, Profit & Loss, Cash Flow Statement) with flux analysis
- Maintenance of a basic KPI dashboard tracking metrics such as gross profit, net operating margin, operating cash position, and 2-3 optional additional metrics to be identified together during the onboarding phase
Fractional Controller Package
$ 99
Monthly Retainer Includes:- Contractor/Employee utilization + ROI
- Advisory
- Cash Forecasting & Management
- Managing existing accounting team: Deadlines, designing and enforcing internal controls, training, guiding and coaching the team
- and more… services vary from one business to the next based on your needs
Not sure where to start? Start here.
The “No Se Habla Confusion” Business Financial Assessment
In 10 days or less, we go under the hood of your QuickBooks and your financials. We look at what’s been recorded, what hasn’t, what’s been reconciled, and what’s been ignored. Then we tell you exactly what we found.
You walk away with:
- A clear picture of where your books actually stand
- A written summary of what needs to be fixed and why
- A proposal for what it would take to get there
- An actionable plan to improve your business’s books and financial operations
The assessment costs $500 upfront. If you move forward with my services, the full $500 will be applied as a credit to your first invoice.
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
