PRICING & SERVICES

FULL LIST OF SERVICES

PRICING & SERVICES

FULL LIST OF SERVICES

Pricing Plans:

Unsure about your financial needs and opportunities? Book a consultation with a member of our team.

LEVEL 1

Keep your books tidy and up to date year-round.

Accounts Payable

Accounts Receivable

Bank Reconciliation

up to 3 accounts

Credit Card Account Reconciliation

1 card

G/L Management

Month-end close

Process Design

KPIs

Starting At:

$1 000 / month

Book a consultation to find out more.

LEVEL 2

See around the corner and make better decisions.

Accounts Payable

Accounts Receivable

Bank Reconciliation

up to 6 accounts

Credit Card Account Reconciliation

3 cards

G/L Management

Month-end close

Process Design

KPIs

AP/AR reconciliation

Financial modeling

Get A Quote:

Fill in this form for a personalized quote

Get A Quote Form

LEVEL 3

Leverage the full power of our financial expertise.

Accounts Payable

Accounts Receivable

Bank Reconciliation

up to 10 accounts

Credit Card Account Reconciliation

5 cards

G/L Management

Month-end close

Process Design

KPIs

AP/AR reconciliation

Financial modeling

Budgeting and planning

Monthly actual vs. budget variance analysis

Monthly financial review meeting

Cash flow management

13-week cash projection

Month end review meeting

Board reporting

Banking relationships

Get A Quote:

Fill in this form for a personalized quote

Get A Quote Form

Add-Ons:

Additional services for companies with specialist needs.

HR

Payroll Preparation & Support

1099 Contractor Preparation

Employee onboarding

Benefits Management

Inventory Management

Inventory Setup

Inventory / COGS reconciliation

Inventory modeling

Inventory management PO generation and receiving

Systems Setup

QBO setup (bank accounts, bill payment etc.)

Chart of accounts set-up

Bill.com & Expensify setup

CPA firm selection & onboarding

Investor Reporting

Board/Investor Deck

409A Support

Compliance

Income tax return support

Debt covenants

Sales tax return preparation & submission

Fundraising

Fundraising deck & supporting analyses

Due diligence preparation & representation

Transaction support

Audit

Annual audit preparation & representation

Systems Implementation

Systems Implementations & Conversion

Budget & Forecast

3-5 year financial model

Pricing Depends On:

The blend of financial professionals you need

The duration of the engagement (i.e. single project vs. ongoing engagement)

The complexity of the tasks you require

Unsure of  your financial needs and opportunities? Book a free consultation to get personalised advice.

Pricing Plans:

Unsure about your financial needs and opportunities? Book a consultation with a member of our team.

LEVEL 1

Keep your books tidy and up to date year-round.

Accounts Payable

Accounts Receivable

Bank Reconciliation

up to 3 accounts

Credit Card Account Reconciliation

1 card

G/L Management

Month-end close

Process Design

KPIs

Starting At:

$1 000 / month

Book a consultation to find out more.

LEVEL 2

See around the corner and make better decisions.

Accounts Payable

Accounts Receivable

Bank Reconciliation

up to 6 accounts

Credit Card Account Reconciliation

3 cards

G/L Management

Month-end close

Process Design

KPIs

AP/AR reconciliation

Financial modeling

Get A Quote:

Fill in this form for a personalized quote

Get A Quote Form

LEVEL 3

Leverage the full power of our financial expertise.

Accounts Payable

Accounts Receivable

Bank Reconciliation

up to 10 accounts

Credit Card Account Reconciliation

5 cards

G/L Management

Month-end close

Process Design

KPIs

AP/AR reconciliation

Financial modeling

Budgeting and planning

Monthly actual vs. budget variance analysis

Monthly financial review meeting

Cash flow management

13-week cash projection

Month end review meeting

Board reporting

Banking relationships

Get A Quote:

Fill in this form for a personalized quote

Get A Quote Form

Add-Ons:

Additional services for companies with specialist needs.

HR

Payroll Preparation & Support

1099 Contractor Preparation

Employee onboarding

Benefits Management

Inventory Management

Inventory Setup

Inventory / COGS reconciliation

Inventory modeling

Inventory management PO generation and receiving

Systems Setup

QBO setup (bank accounts, bill payment etc.)

Chart of accounts set-up

Bill.com & Expensify setup

CPA firm selection & onboarding

Investor Reporting

Board/Investor Deck

409A Support

Compliance

Income tax return support

Debt covenants

Sales tax return preparation & submission

Fundraising

Fundraising deck & supporting analyses

Due diligence preparation & representation

Transaction support

Audit

Annual audit preparation & representation

Systems Implementation

Systems Implementations & Conversion

Budget & Forecast

3-5 year financial model

Pricing Depends On:

The blend of financial professionals you need

The duration of the engagement (i.e. single project vs. ongoing engagement)

The complexity of the tasks you require

Unsure of  your financial needs and opportunities? Book a free consultation to get personalised advice.

BOOK A RISK-FREE CONSULTATION

Dive deep into your business’ needs.

Get clarity on the right blend of financial professionals you need.

Quote with no hidden costs or strings attached.

Learn about financial opportunities for your business you might not be aware of.

BOOK A RISK-FREE CONSULTATION

Dive deep into your business’ needs.

Get clarity on the right blend of financial professionals you need.

Quote with no hidden costs or strings attached.

Learn about financial opportunities for your business you might not be aware of.