Every business deserves financial clarity and confidence. That’s why we’ve designed a full suite of services that evolve with you — from foundational support to strategic guidance — so you always have the right level of expertise at the right time.

Plans for Every Stage of Growth

Package Estimated Hours /Month Monthly Pricing Includes
Essential Clarity 8-12 hours $400 - $900 *Monthly bookkeeping and reconciliations *Standard financial statements (P&L, Balance Sheet, Cash Flow) *Basic variance analysis (budget vs. actuals) *Ongoing client support included
Strategic Insights 15-25 hours $1,200 - $2,000 *Everything in Essential Clarity *Detailed financial analysis and KPI tracking *Monthly management reports with commentary *Cash flow monitoring and short-term forecasting *Quarterly strategy check-ins
Growth Partner 30-40 hours $2,500 - $4,000 *Everything in Strategic Insights *Advanced financial modeling and scenario planning *Industry benchmarking and trend analysis *Monthly strategy sessions with leadership *Support for investor or board reporting

Project-Based & Add-On Services

Service Price
Book cleanup: catch-up and cleanup of prior months or years of bookkeeping to bring records current and accurate. $500–$3,000/project
Inventory tracking: integrated tracking aligns stock levels with financial records, ensuring accurate cost of goods, margins, and cash flow visibility. $200–$500/month
Multi‑entity consolidations: financials from multiple entities are combined into one clear report for a complete performance view. $300–$800/month
Audit preparation support: organized records and reconciled accounts ensure audits run smoothly and efficiently. $500–$1,000/project
Part‑time CFO (Fractional CFO): executive‑level financial guidance, cash flow forecasting, and strategic planning delivered on a project basis. $2,500–$7,500/project
Business consulting: strategic projects such as process improvement, financial modeling, or growth planning. $1,500–$5,000/project
Sales tax filings: preparation and filing of state sales tax returns. $25 per state/month

Let's Build Your Custom Solution

Talk with us today to explore the right mix of services for your goals.