Packages
Essential Accounting
Starting at
$1,495 /month
$1,495 /month
A complete accounting foundation for businesses that need reliable books and monthly financial visibility.
INCLUDES:
- Monthly bookkeeping and general-ledger maintenance
- Bank and credit-card reconciliations
- Up to three financial accounts
- Up to 250 monthly transactions
- One legal entity
- Month-end adjusting journal entries
- Accounts receivable and accounts payable summary
- Monthly balance sheet and income statement
- Monthly financial review summary
- Year-end accountant-ready financial records
- Secure document portal
- Email support with a two-business-day response
- Financial statements delivered by the 15th business day
Controller Advantage
Starting at
$2,995 /month
$2,995 /month
A complete accounting foundation for businesses that need reliable books and monthly financial visibility.
EVERYTHING IN ESSENTIAL, PLUS:
- Up to two entities and 750 monthly transactions
- Monthly cash-flow statement
- Balance-sheet account reconciliations
- Accrual accounting and revenue-recognition support
- Department, location, class or project reporting
- Accounts payable and receivable oversight
- Monthly variance analysis
- Cash-flow monitoring
- Customized KPI dashboard
- Monthly 60-minute management meeting
- Internal-control and process recommendations
- Audit and tax-preparer coordination
- Financial statements delivered by the 10th business day
Strategic CFO
Starting at
$5,995 /month
$5,995 /month
A finance-leadership solution for companies managing growth, multiple entities, construction projects, investors or complex decisions.
EVERYTHING IN CONTROLLER ADVANTAGE, PLUS:
- Up to three entities and 1,500 monthly transactions
- Multi-entity consolidations and intercompany eliminations
- Rolling 13-week cash-flow forecast
- Annual budget and periodic reforecast
- Budget-to-actual and profitability analysis
- Executive financial reporting package
- Strategic KPI and trend analysis
- Scenario modeling and decision support
- Pricing, margin and cost-structure analysis
- Working-capital strategy
- Lender, investor or board-reporting support
- Biweekly leadership meetings
- Priority response and financial guidance
- Financial statements targeted by the seventh business day
Additional Services
| SERVICE | SUGGESTED PRICE |
|---|---|
| Onboarding and accounting assessment | $750–$2,500 |
| Historical cleanup | $100–$175/hour or fixed project quote |
| Additional entity | $500–$1,000/month |
| Additional 250 transactions | $250–$500/month |
| Weekly AP payment processing | $400–$1,000/month |
| Payroll administration | $250–$750/month plus provider fees |
| Sales-tax filings | $100–$250 per jurisdiction/month |
| Construction WIP reporting | $500–$1,500/month |
| Custom financial model | $1,500–$7,500/project |
| ERP implementation or restructuring | Custom project quote |
| Audit support | $150–$250/hour |
Transparent pricing. Real results.
No hidden fees. No surprises. Just the right level of financial leadership to move your business forward.
We provide expert advice for all size businesses.
Whether you’re a solo entrepreneur or managing multiple entities, our services scale with you — providing tailored accounting, tax, and financial strategy support every step of the way.