Bookkeeping and accounting, with reconciled transactions and reports you can review.
We organize financial records, reconcile accounts, and prepare reports. Depending on your package, support can also cover billing, payables, payroll, and related administration.
Agreed bookkeeping and accounting, prepared on a steady rhythm so the numbers can be understood and reviewed.
A clear picture of what is owed, what is due, and what needs action, so nothing quietly slips.
When the records have drifted, we help bring them up to date and follow up on what billing was missed. Cleanup of at least the current year is required to start and is billed separately.
Payroll and the routine administration around it, handled discreetly within the agreed engagement. Payroll is included in Accounting Pro and available as an add-on with Accounting Core and Accounting Plus.
Careful administration of loans, both money the business has received and money it has extended. Available as an add-on with any package.
Finance Essentials comes in three packages, and each includes everything in the one before it. A fourth option is built around you. The monthly ranges below are reference points to help you plan.
$250–$2,500
per month
Dependable books, reviewed every quarter.
$600–$3,500
per month
Everything in Core, plus weekly receivables visibility and monthly statements.
$1,500–$7,000
per month
Everything in Plus, plus payroll, payables and weekly meetings.
Priced after we talk
A package built around your business when the three others do not quite fit.
These ranges are reference points, not quotes. We tailor each package to what your business needs, so your price depends on your transaction volume, your type of business and the ongoing work you want us to carry.
To get started, we clean up your books for at least the current year. Cleanup is billed separately from the monthly package, and earlier years can be added.
| Package | Small | Mid-sized | Large |
|---|---|---|---|
| Accounting Core | $250–$500 | $500–$1,250 | $1,250–$2,500 |
| Accounting Plus | $600–$1,000 | $1,000–$2,000 | $2,000–$3,500 |
| Accounting Pro | $1,500–$2,500 | $2,500–$4,000 | $4,000–$7,000 |
| Add-on | What sets the band | Small | Mid-sized | Large |
|---|---|---|---|---|
| Payroll processing | Monthly, by employees: up to 10, 11 to 30, 31 to 75 | $150–$350 | $350–$750 | $750–$1,500 |
| Accounts payable | Monthly, by bills a month: up to 50, 51 to 200, 201 to 500 | $250–$500 | $500–$1,000 | $1,000–$2,000 |
| Billing and invoicing | Monthly, by invoices a month: up to 50, 51 to 200, 201 to 500 | $200–$400 | $500–$1,000 | $1,000–$2,500 |
| HR administration | Monthly, by employees: up to 10, 11 to 30, 31 to 75 | $150–$400 | $400–$900 | $900–$1,500 |
| Loan administration | Monthly per loan, by complexity, plus a one-time setup of $150–$500 per loan | $50–$100 | $100–$175 | $175–$300 |
| Depreciation calculation | Setup, then yearly, by assets: up to 25, 26 to 100, over 100 or properties | $250–$500, then $300–$600 a year | $500–$1,250, then $600–$1,500 a year | $1,250–$3,000, then $1,500–$3,000 a year |
| Project job-cost reporting | Monthly, by active projects: up to 5, 6 to 15, 16 or more | $250–$500 | $500–$1,000 | $1,000–$1,500 |
| Year-end package for your CPA | Yearly, by entities and accounts | $300–$750 | $750–$1,500 | $1,500–$3,000 |
| Past-due invoice review | One time, by open invoices | $300–$750 | $750–$1,500 | $1,500–$3,000 |
| Historical cleanup | Per month of history, by condition of the records | $150–$300 | $300–$600 | $600–$1,200+ |
If the three packages do not quite fit, we build one around you. We start from the closest package, add or remove services, and agree the scope and monthly fee in writing. We review it with you after the first 90 days. Tailored packages are priced after we talk.
Reference points only. We tailor every package to the client.
Not sure which package fits? Tell us what is getting in the way and we will shape one around it.
Tell us about your businessUnderstand the current financial workflow, tools, and pressure points.
Agree priorities, scope, and who does what, including the client’s participation.
Complete the required cleanup of at least the current year, then organize records for the ongoing work.
Carry out the agreed financial work on a steady cadence.
Review results together and adjust priorities.
No. We are a consulting firm with registered tax preparers that also carries out day-to-day financial administration. We coordinate accounts receivable recovery on your behalf but do not make collection guarantees, and we do not lend money or provide investment advice. If an engagement calls for a CPA signature, we can arrange one.
It depends on the engagement. Some work (signing, approvals, and certain account actions) always stays with you. We agree this clearly up front and document who owns each step.
Yes. Historical cleanup is billed separately from the monthly package, and we clean up at least the current year before a package starts. We organize what exists, reconcile where possible, identify outstanding billing, and set up a forward rhythm we can sustain. Earlier years can be added.
Each package has a typical monthly range, shown above. They are reference points, not quotes. We tailor every package to your transaction volume, type of business and the ongoing work you need, and we agree the final scope and fee with you in writing before work starts.
Yes, at least the current year. That cleanup is billed separately and priced by how far behind the records are, so we start from books we can rely on.
Yes. Payroll processing and accounts payable can be added to Accounting Core or Accounting Plus, and both are included in Accounting Pro. Other add-ons, such as loan administration, HR administration and depreciation schedules, are available with any package.
A tailored package is built around your business when the three standard packages do not quite fit, for example with several entities, a high transaction volume or an unusual mix of services. We agree the scope and fee in writing and review it with you after the first 90 days.
Need both areas covered? Business Essentials combines Finance and Admin.
Additional capabilities: Data Essentials · AI Essentials · Online Essentials
