Finance Essentials + Admin Essentials, coordinated in one plan for your books, records, and daily operations.
One lead contact coordinates both areas, with shared onboarding and review meetings.
We coordinate the financial and administrative tasks that depend on each other, such as billing, supporting documents, and recurring reporting. You have one lead contact for both services.
The Finance Essentials work for your level: books kept right, reports on a steady rhythm and, as you move up, receivables, vendors, payroll and payables.
The Admin Essentials work for your level: a structure for records, deadlines and communications.
What changes when the two areas are bundled, so you deal with one team and not two.
Business Essentials comes in three levels, and each combines the same level of Finance and Admin at a lower combined price. Data or AI work can be added on top as a project or an hourly retainer. The monthly ranges below are reference points to help you plan.
$450–$3,850
per month
Accounting Core and Admin Core together, reviewed every quarter.
$1,000–$5,950
per month
Everything in Core, plus weekly receivables visibility and client and vendor communications, reviewed every month.
$2,300–$11,050
per month
Everything in Plus, plus payroll, payables and weekly involvement.
Priced after we talk
A package built around your business when the three levels do not fit.
These ranges are reference points, not quotes. We tailor each package to what your business needs, so your price depends on your size in each area and the ongoing work you want us to carry.
To get started we complete one-time work, billed separately from the monthly fee: cleanup of your books for at least the current year, and business setup if you need it. Data and AI projects are quoted separately.
| Package | Small | Mid-sized | Large |
|---|---|---|---|
| Business Core | $450–$950 | $950–$2,100 | $2,100–$3,850 |
| Business Plus | $1,000–$1,850 | $1,850–$3,550 | $3,550–$5,950 |
| Business Pro | $2,300–$3,850 | $3,850–$6,400 | $6,400–$11,050 |
| Package | Small | Mid-sized | Large |
|---|---|---|---|
| Business Core | $450–$950 (separately $550–$1,100) | $950–$2,100 (separately $1,100–$2,450) | $2,100–$3,850 (separately $2,450–$4,500) |
| Business Plus | $1,000–$1,850 (separately $1,200–$2,200) | $1,850–$3,550 (separately $2,200–$4,200) | $3,550–$5,950 (separately $4,200–$7,000) |
| Business Pro | $2,300–$3,850 (separately $2,700–$4,500) | $3,850–$6,400 (separately $4,500–$7,500) | $6,400–$11,050 (separately $7,500–$13,000) |
Your size is set by the larger of your Finance size and your Admin size.
Need only some? Any two monthly services earn 10% off their monthly fees, and any three or more earn 15%. This counts Finance, Admin, a Data retainer and an AI retainer. The Business levels already include 15% off Finance and Admin together.
Reference points only. We tailor every package to the client.
Not sure which level fits? Tell us what is getting in the way and we will shape one around it.
Tell us about your businessUnderstand how the business runs across finance and administration.
Agree one scope across both areas, including what you do and what we do.
Complete the required cleanup and any setup.
Run both areas on one rhythm, with one combined meeting.
Review results together, adjust the level or the scope, and add Data or AI work when it helps.
No. Business Essentials is for clients who want Finance and Admin together. If you need only one, choose that package on its own. Any two monthly services still earn a discount on the monthly fee.
Each Business level combines the same level of Finance and Admin at a lower combined monthly fee than buying them separately. The ranges above are reference points, not quotes. We tailor every package and agree the final scope and fee with you in writing before work starts.
No. Cleanup of at least the current year and any business setup are one-time work, billed separately from the monthly fee. We agree what you need at the start.
Yes. We can discuss a tailored combination of Finance and Admin. Data and AI are complementary capabilities; tell us what you need and we will discuss whether they fit your scope.
No. One person coordinates the work and is your contact. The Finance and Admin work is done by the people suited to it, and signing and approvals that only you can give stay with you.
You can also choose Finance or Admin separately.
Additional capabilities: Data Essentials · AI Essentials · Online Essentials
