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.

N

Accounts Payable

N

Accounts Receivable

N

Bank Reconciliation up to
3 Accounts

N
Credit Card Account Reconciliation- 1 Card
N

G/L Management

N

Month-End Close

N

Process Design

N

KPIs

Starting at

$1,000 /mo.

LEVEL 2

See around the corner and make better decisions.

N

Accounts Payable

N

Accounts Receivable

N

Bank Reconciliation up to
6 Accounts

N
Credit Card Account Reconciliation- 3 Cards
N

G/L Management

N

Month-End Close

N

Process Design

N

KPIs

N

AP/AR Reconciliation

N

Financial Modeling

Get a

Personalized
quote

LEVEL 3

Leverage the full power of our financial expertise.
N

Accounts Payable

N

Accounts Receivable

N

Bank Reconciliation up to
10 Accounts

N
Credit Card Account Reconciliation- 5 Cards
N

G/L Management

N

Month-End Close

N

Process Design

N

KPIs

N

AP/AR Reconciliation

N

Financial Modeling

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N

Budgeting & Planning

N

Monthly Financial Review Meeting

N

Monthly Actual vs. Budget Variance Analysis

N

Cash Flow Management

N

13 Week Cash Projection

N

Month End Review Meeting

N

Board Reporting

N

Banking Relationships

Get a

Personalized quote

Pricing Depends On:

W

The blend of financial professionals you need

W

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

W

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

N

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

N

Quote with no hidden costs or strings attached.

N

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