Tailored Service Packages for You
Empowering Your Financial Journey
Begin Your Financial Organization Journey Today!
Our services are fully customizable, allowing you to tailor your
financial support to your specific needs.
Essentials
$275/Month
- Up to 90 transactions
- Expense Management
- Quarterly Financial Review
- 1 Business Bank Acct.
- Within 24 HR Response
- Tax Ready Financials
- QBO required
Standard
$600/Month
- Up to 250 tranactions
- Expense Management
- Quarterly Financial Review
- 1 Business Bank Acct.
- Within 24 HR Response
- Tax Ready Financials
- Bill Payment
- Budgeting
- QBO required
Premium
$1,375/Month
- Up to 500 transactions
- Expense Management
- Quarterly Financial Review
- 1 Business Bank Acct.
- Within 24 HR Response
- Tax Ready Financials
- Bill Payment
- Budgeting
- Accounts Receivable
- 1099 Tracking & Filing
- QBO required
Revitalize Your Finances
Begin your financial data clean-up today!
You’re in good hands. In addition to our regular offerings, we excel in cleaning up historical data, no matter how far back it goes. Our pricing is customized based on the extent of data clean-up required, ensuring meticulous attention to detail for every transaction.
Our clean-up services include:
- Accurately recording all bank and credit card transactions.
- Conducting a comprehensive financial review to ensure your books are in perfect shape for tax filing.
Leave the details to us, while you concentrate on your strengths!
QBO Training - $150/hour
Master QuickBooks Online (QBO) with personalized training sessions designed to empower you to take full control of your business finances. Whether you’re just getting started or need advanced insights, our QBO training is tailored to your specific needs, ensuring you get the most out of your accounting software.
CFO Advisory Services - $500/month (Min. 4 months)
Gain strategic financial insight and guidance with our CFO Advisory Services. Perfect for businesses seeking to elevate their financial strategy, we meet once a month to provide comprehensive financial analysis, budgeting, and forecasting. Over the course of four months, we work closely with you to ensure your financial operations are optimized for growth and sustainability.
What you can expect:
- Financial Analysis: In-depth review and interpretation of your financial statements to help you understand your business's financial health.
- Budgeting and Forecasting: Assist in creating realistic budgets and financial projections tailored to your business goals.
- Strategic Advice: Provide actionable insights and strategies to improve profitability and cash flow.
- Monthly Meetings: A dedicated session each month to review progress, answer questions, and adjust strategies as needed.
Property Management Ledger Reconciliation
Experience confidence in your financial records with our reconciliation services, meticulously crafted to uphold their accuracy and integrity. Starting at $400, we provide a tailored review, ensuring all aspects of your accounts are thoroughly assessed. For more complex cases requiring advanced analysis, please contact us to discuss a customized solution.