Unlock your Business’s Financial Potential
Investing in clear financial management shouldn’t break the bank. We offer a range of service packages tailored to suit businesses of all sizes and complexities. Review our options to find the ideal level of support that aligns with your goals and budget. Please contact us to receive a personalized quote tailored to your specific business needs.
Choose the plan that aligns with your growth goals and experience the peace of mind that comes with expert financial guidance.
Essentials
Growth Foundation
Personalized quote
Contact us for pricing tailored to your business
- Approx. 50 transactions / month
- Up to 2 bank or credit card accounts
- Monthly management reports
- Monthly meetings to review your financials
Expanded support
Profit Accelerator
Personalized quote
Contact us for pricing tailored to your business
- Approx. 150 transactions / month
- Up to 4 bank or credit card accounts
- Payroll processing for 1–5 employees
- Weekly meetings, unlimited email, phone & Zoom
Full partnership
Strategic Financial Partner
Personalized quote
Contact us for pricing tailored to your business
- Approx. 300 transactions / month
- Up to 6 bank or credit card accounts
- Payroll processing for 6–10 employees
- Weekly meetings, unlimited email, phone & Zoom
Compare Plans
| What’s included | Strategic Financial Partner | Profit Accelerator | Growth Foundation |
|---|---|---|---|
| Recording receipts, deposits, bills and checks | Approx 300/mo | Approx 150/mo | Approx 50/mo |
| Reconciliation of bank and credit card accounts | Up to 6 accts | Up to 4 accts | Up to 2 accts |
| Preparation of monthly management reports | |||
| Review of General Ledger file for errors and inconsistencies | |||
| Coordination with your tax preparer to close out year end | |||
| Managing donations & receipts | |||
| Make adjusting journal entries | |||
| Send out monthly invoices | Limited | ||
| Managing invoicing and A/R | Limited | ||
| Managing vendor bills & A/P | Limited | ||
| Email, telephone & Zoom calls | Unlimited | Unlimited | Limited |
| Meetings to discuss financial statements and answer questions | Weekly | Weekly | Monthly |
| Fixed asset management | — | ||
| Setting up and managing monthly / yearly budgets | — | ||
| Tracking income & expenses by job or project | — | ||
| Time tracking, invoicing and A/R | — | ||
| Payroll: recording of 3rd party entry | — | ||
| Set up payroll system | — | ||
| Payroll processing | 6–10 employees | 1–5 employees | — |
| Talk to an Expert | Talk to an Expert | Talk to an Expert |
Every company is different. A full review is conducted before an official quote is presented. Final pricing is determined by the complexity and scope of work.
Additional Advisory and Accounting Services
Priced as needed. Add to any package.