Packages Offered
Offering a variety of packages to meet your business needs!
Price Ranges listed for each pacakge; Actual pricing (within the range) for each client is based on level of need per client and is determined after a free consultation.
Essentials Plan
-Monthly bank and credit card reconciliations
-Basic financial statement preparation (P&L, Balance Sheet)
-Email support for basic questions
$200-$250/mo
Standard Plan
Everything in Essentials Plan, plus:
-Monthly financial statements with variance analysis
-Cash flow tracking and reporting
-Budget to actual reporting
-One 30 minute check in call per month
$300-$450/mo
Growth Plan
Everything in Standard Plan, plus:
-Owner-ready financial packages and KPI dashboards
-Tax prep support and documentation review (coordinated with your tax provider)
-Cash flow monitoring and light forecasting
-Priority email response and one 45-minute strategy call per month
$500-650/mo
Book Clean-up Services
One-time engagement to clean up books you've fallen behind on or messy books that you inherited. No judgement, no long-time commitment.
$55-65/hr
NonProfit Essentials Plan
-Monthly bank and credit card reconciliations
-Basic financial statement preparation (P&L, Balance Sheet)
-Email support for basic questions
$165-210/mo
NonProfit Standard Plan
Everything in Essentials Plan, plus:
-Monthly financial statements with variance analysis
-Fund/grant tracking and report support
-Budget to actual reporting
-One 30 minute check in call per month
$250-380/mo
NonProfit Growth Plan
Everything in Standard Plan, plus:
-Board-ready financial packages
-Audit prep support and documentation review
-Cash flow monitoring and light forecasting
-Priority email response and one 45-minute strategy call per month
$425-550/mo
Payroll Coordination/Oversight
Can be a stand-alone service or an add-on to your monthly package for payroll oversight - using a payroll service provider to calculate payroll, pay employees, and properly report in your books. Priced based on number of employees.
$55-65/hr
Additional Ad hoc Services
-Custom financial dashboard or model
-Financial consultations
-Other services as needed
$55-65/hr
