Pricing
Tailored pricing for small businesses.
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Choose Your Package
We Offer Flat-Rate Payment Options – No Contracts!
**We handle your books in-house & do not outsource to other countries**
Financial Statement Dives
Need Catchup and Cleanup for Your Financial Statements?
Our Financial Statement Dives service provides a meticulous exploration of your financial records, uncovering critical insights and trends to guide strategic decisions. By thoroughly reviewing income statements, balance sheets, and cash flow statements, we reveal the financial health and performance indicators of your business.
Rates:
- Small Business Owners: $65/hr or Discounted flat rate based on volume/complexity
- Accounting Firms: $80+/hr
Surface Swim
During a 45-min Zoom call, we’ll review your chart of accounts & advise on how to set up accounts accurately.
Mini Dive
This service includes up to 150 transactions & to restructure chart of accounts – following the new lease GL account setup per U.S. GAAP.
Deep Dive
This is the most detail review of balance sheet & income statement accounts. Includes catch-up/clean-up of bank & credit card transactions, creating/remapping/numbering of chart of accounts.
Teach Your Team
Empower Your Team with Hands-On Bookkeeping Training
Whether you have a small staff or operate solo, our tailored training services provide the skills and knowledge needed to handle accounting tasks with confidence. Skip outsourcing and invest in sustainable, cost-saving solutions.
Hourly blocks of time:
We offer flexible virtual workshops and ongoing support to make learning engaging, practical, and aligned with your business goals. Topics include how identify prepaids & recording expense, reconciling balance sheets, and more—customized to fit your needs.
Rates:
- Small Business Owners: $75+/hr
- Accounting Firms: $120+/hr
*Min one hour billing per meeting
Controller Services
Tailored Financial Oversight for Your Business
Whether you require ongoing oversight from a part-time controller or project-specific expertise, we integrate seamlessly with your team to deliver strategic guidance, financial accuracy, and operational efficiency.
Fractional Controller Offerings:
Designed to fit your business’s unique rhythm—weekly, monthly, or quarterly—we support your path to financial clarity and scalable growth. Our services include:
- Oversight of day-to-day accounting operations
- Collaboration with internal teams and external advisors
- Creation and maintenance of monthly departmental budgets
- Development of customized financial reporting packages
- Implementation of internal controls and process improvements
Pro-Level Bookkeeping Services
Enhance your financial management with our bookkeeping services, including advanced accounting entries for cash or accrual-based, union, or non-union businesses.
Benefit from flexible payment options that make effective budgeting easier while ensuring your records are accurate and aligned for success.
Level I: Core
Starting at $500/month:
- Categorize banks/CC feeds
- Precision matching to A/P & A/R
- Statement reconciliations
- Provide monthly financial statements
Level II: Advanced
Starting at $1,200+/month:
- Level I +
- Assist in A/P & A/R
- Accrual Accounting Entries: deferred revenue, revenue recognition ASC 606, accrued taxes, prepaid
- WIP/Job Costing & retainage accruals – union & non-union
- Contract review & compliance for proper billing
- Full reconciliation of balance sheet accounts
- Chart of account maintenance & compliance
- Manage/create loan amortization schedules & interest expense
- Unclaimed (ESCHEAT) property filings
- Lease accounting ASC 842
- Inventory adjustments & reconciliations
- Intangible & fixed asset management & depreciation
- Prepare monthly financial statement package
- Annual franchise tax filings
- Month End & Year End closing Journal Entries
- Review financial monthly
Level III : Executive
Starting at $2,000+/month:
- Level I & II, plus
- Cash flow forecasting
- Root cause analysis
- Assist & oversee your office staff
- Detail review of financial statements
- Audit Preparation
- Work closely with bank reps
- Assist in loan equip ABL’s form prep
- Bank covenant compliance reporting
- Prepare annual department budgets
- Processes for better accounting practices
- Lead & oversee external audits such as, sales tax audit, business insurance audits, workers comp & financial audits.
Audit Leadership
Empower Your Team with Hands-On Bookkeeping Training
Whether you have a small staff or operate solo, our tailored training services provide the skills and knowledge needed to handle accounting tasks with confidence. Skip outsourcing and invest in sustainable, cost-saving solutions.
Hourly blocks of time:
We offer flexible virtual workshops and ongoing support to make learning engaging, practical, and aligned with your business goals. Topics include how identify prepaids & recording expense, reconciling balance sheets, and more—customized to fit your needs.
Rates:
- Small Business Owners: $75+/hr
- Accounting Firms: $120+/hr
*Min one hour billing per meeting
Business Tax Solutions
We handle various tax filing services for our clients, providing personalized attention to ensure accurate filings. Your tax professional manages business tax filings, and we work closely with them to ensure timely and efficient tax compliance tailored to your business needs.
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- Sales Tax Filings: Ensuring compliance with state and local regulations.
- Franchise Tax Filings: Keeping your business in good standing.
- Property Tax Filings: Accurate and timely filings for your assets.
- Business Tax Filings: We work closely with your tax professional.
Need a custom package?
Require a tailored solution? Let’s create a customized package that fits your unique requirements.