 |
 |
|
What We Deliver:
- Financial models and dashboards tailored to your business
- Cash flow analysis, expense planning & profitability insights
- Strategic tax planning & entity structuring for growth
- Full-service bookkeeping and accurate financial reporting
- Payroll management with compliance and precision
- Shorten month-end close by replacing manual steps with consistent controls
- Mentorship for founders and finance teams navigating growth
- Collaboration with leadership to align finances with goals
- Long-term forecasting and “what-if” scenario planning
- Systems implementation and process optimization
- Automated reconciliations and data cleanup
|
|
| Accounting Services |
Learn More ➔ |
|
| Basic Accounting Services Package |
|
- General ledger maintenance
- Income statement preparation
- Balance sheet preparation
- Bank reconciliation
- Monthly financial reports
|
View Pricing |
|
|
Low Activity Business (50–150 transactions/month)
$650+
|
|
Moderate Activity Business (150–500 transactions/month)
$975+
|
|
High Activity Business (500–1,000+ transactions/month)
$1,890+
|
|
Customized
$150+ per hour
|
|
|
| Intermediate Accounting Services Package |
|
- General ledger maintenance
- Income statement preparation
- Balance sheet preparation
- Bank reconciliation
- Monthly financial reports
- Accounts payable and receivable management
- Expense tracking and analysis
|
View Pricing |
|
Low Activity Business (50–150 transactions/month)
$1,150+
|
|
Moderate Activity Business (150–500 transactions/month)
$1,750+
|
|
High Activity Business (500–1,000+ transactions/month)
$2,800+
|
|
Customized
$150+ per hour
|
|
|
| Advanced Accounting Services Package |
|
- General ledger maintenance
- Income statement preparation
- Balance sheet preparation
- Bank reconciliation
- Monthly financial reports
- Accounts payable and receivable management
- Expense tracking and analysis
- Tax preparation and filing (personal and business)
- Payroll
|
View Pricing |
|
Total package
$3,700+ per month
|
|
Cutomized
$150+ per hour
|
|
| Customized Accounting Services Package |
View Pricing |
|
Tailored solutions based on your business needs
$150+ per hour
|
|
|
|
|
| Payroll Services |
Learn More ➔ |
|
| Payroll setup
| View Pricing |
|
One time setup
$279+ per hour
|
|
| Payroll Processing services |
View Pricing |
|
1 - 3 employees
$189+ per month
|
|
4 - 8 employees
$350+ per month
|
|
9 - 15 employees
$350+ per month
|
|
16 and more employees
$45 per each employee per pay period
|
|
|
|
|
| Accounting Automation Services |
Learn More ➔ |
|
| Basic Automation Package |
|
- System assessment + workflow map
- Remove top manual bottlenecks
- Standartized reconciliation structure
- Documentation + handoff checklist
|
View Pricing |
|
Customized services
$100+ per hour
|
Rates vary based on project size and duration.
Contact us for a personalized quote.
|
|
|
| Intermediate Automation Package |
|
- Everything in Basic
- Automated reconciliation + exception log
- Close workflow redesign (roles, steps, controls)
- Team training session + SOPs
|
View Pricing |
|
Customized services
$100+ per hour
|
Rates vary based on project size and duration.
Contact us for a personalized quote.
|
|
|
| Advanced Automation Package |
|
- Everything in Intermediate
- End-to-end automation of key accounting data flows
- Management-ready reporting outputs
- Stability hardening: error handling + controls
|
View Pricing |
|
Customized services
$100+ per hour
|
Rates vary based on project size and duration.
Contact us for a personalized quote.
|
|
|
|
|
| Financial Planning and Analysis |
Learn More ➔ |
|
- Budget creation and management
- Forecasting and scenario modeling
- Monthly and Quaterly financial reporting
- Variance analysis and performance tracking
- Cash flow planning and analysis
- KPI development and monitoring
|
View Pricing |
|
Customized services
$150+ per hour
|
Rates vary based on project size and duration.
Contact us for a personalized quote.
|
|
|
|
|
| Business Intelligence |
Learn More ➔ |
|
- Dashboard development (PowerBI, Excell, etc)
- Data analysis and visualization
- Custom financial and operational reporting
- Automating data collection and reporing process
- Insight for revenue growth and cost optimization
- Data cleanup and integrity audits
|
View Pricing |
|
Customized services
$150+ per hour
|
Rates vary based on project size and duration.
Contact us for a personalized quote.
|
|
|
|
|
| Strategic Finance |
Learn More ➔ |
|
- Business valuation and investment analysis
- Fundraising and capital strategy support
- M&A financial due diligence and modeling
- Strategic planning and long-term financial roadmaps
- Profitability and margin analysis
- Pricing strategy and financial impact assessment
|
View Pricing |
|
Customized services
$150+ per hour
|
Rates vary based on project size and duration.
Contact us for a personalized quote.
|
|
|
|
|
| Business Development |
Learn More ➔ |
|
- Identifying growth opportunities and new markets
- Sales pipeline analysis and revenue modeling
- Strategic partnership evaluation
- Creating clear, effective job descriptions tailored to your needs
- Testing candidates’ hard skills to ensure a great fit
- Interim finance team support
|
View Pricing |
|
Customized services
$150+ per hour
|
Rates vary based on project size and duration.
Contact us for a personalized quote.
|
|
|
|
|
| Mentorship |
Learn More ➔ |
|
- 1:1 mentorship for finance professionals and business owners
|
View Pricing |
|
3 hours
$750
|
|
5 hours
$1,100
|
|
7 hours
$1,470
|
|
12 hours
$2,400
|
|
½ an hour per week on monthly bases
$790
|
|
|
|
|