PRICING PLANS
FULL LIST OF SERVICES
Pricing Plans:
Unsure about your financial needs and opportunities? Book a consultation with a member of our team.
LEVEL 1
LEVEL 2
LEVEL 3
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 /mo.
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
Personalized
quote
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
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Budgeting & Planning
Monthly Financial Review Meeting
Monthly Actual vs. Budget Variance Analysis
Cash Flow Management
13 Week Cash Projection
Month End Review Meeting
Board Reporting
Banking Relationships
Get a
Personalized quote
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.
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
Book A Risk-free Consultation
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.