Pricing for Monthly Accounting Services
Here are a few examples of what our customers pay
Clean Up and Catch Up
Depending on the depth of cleanup, we’ve had single year projects start at $2,000 and multi-year projects go into the thousands.
Depending on the depth of cleanup, we’ve had single year projects start at $2,000 and multi-year projects go into the thousands.
$2,000 – $10,000+
Residential Home Remodeler and Commerical General Contractor
Manage Bill Pay Process, Record Customer Payments, Payroll Admin, Reconcile Accounts, Job Cost Reporting
Employee Count: 15
Manage Bill Pay Process, Record Customer Payments, Payroll Admin, Reconcile Accounts, Job Cost Reporting
Employee Count: 15
Monthly Maintenance: $4,000
Barbershop
Automate Transaction Categorizing, Reconcile Accounts, Monthly ReportingYearly Revenue: $700,000
Monthly Maintenance: $680
Commercial Cleaning Service
Record Customer Payments, Automate Customer Billing, Automate Transaction Categorizing, Reconcile Accounts
Yearly Revenue: $1,750,000
Record Customer Payments, Automate Customer Billing, Automate Transaction Categorizing, Reconcile Accounts
Yearly Revenue: $1,750,000
Monthly Maintenance: $750
Commercial Real Estate Investment Company
Automate Transaction Categorizing for rental properties, Manage and Review onsite Bookkeeping Team, Month End Reporting, Cash Flow Management for multiple properties and Corporate Office, Strategic Partnership for CFO Advisory and Tax ServicesMonthly Maintenance: $7,500
Commercial Cleaning Service
Record Customer Payments, Automate Customer Billing, Automate Transaction Categorizing, Reconcile Accounts, Automate Invoicing to CustomersYearly Revenue: $1,600,000
Monthly Maintenance: $825
Commercial Real Estate Investment Company
Review Bookkeeper’s work, Month End Forecasting and Reporting, and Cash Flow Management.Monthly Maintenance: $5,000
Home Inspector
Manage monthly transactions and reconcile accounts.Monthly Maintenance: $675
Fractional CFO Advisory Services
A Fractional CFO offers strategic financial guidance and insights at a higher level, helping shape the company’s strategic initiatives. Key responsibilities include:
- Financial Strategy: Developing and refining the company’s financial strategies in line with its long-term goals.
- Financial Forecasting: Providing detailed forecasts and models to inform decision-making at the executive level.
- Risk Management: Identifying and managing financial risks that could impact the business.
- Capital Structure Management: Advising and managing the company’s investments, financing strategies, and capital structure.
- Investor Relations: Managing relationships with investors and other stakeholders, ensuring transparent financial reporting and communication.
Controller Level Services
A Fractional Controller primarily focuses on accurately managing day-to-day accounting operations. Key responsibilities include:
- Financial Reporting: Ensuring all financial statements are accurate and comply with accounting standards.
- Cash Management: Managing cash flow and overseeing accounts payable and receivable.
- Budget Management: Developing and monitoring the company’s budget, ensuring financial practices align with company objectives.
- Compliance and Controls: Establishing and maintaining internal controls to prevent errors and fraud and ensuring compliance with regulatory requirements.
- Supervising Accounting Functions: Managing the accounting staff and operations to maintain the company’s financial health.
General Accounting Services
- Bookkeeping: Maintaining accurate records of financial transactions, including purchases, sales, receipts, and payments.
- Financial Reporting: Preparing financial statements such as balance sheets, income, and cash flow statements to help businesses track their performance.
- Tax Preparation and Filing: I assist with preparing and filing tax returns, ensure compliance with tax laws, and help businesses take advantage of tax benefits.
- Accounts Receivable and Payable: Manage incoming and outgoing payments, ensure invoices are sent and paid on time, and maintain healthy cash flow.
- Payroll Processing: Handling payroll administration, ensuring accurate and timely employee payment, and managing payroll tax submissions.
- Budget Preparation: I help prepare budgets that reflect the strategic direction of the business, monitor financial performance against these budgets, and suggest adjustments as necessary.
- Compliance and Internal Controls: Ensuring that financial practices adhere to legal and regulatory standards and helping to implement internal controls to protect business assets and ensure financial integrity.
Bookkeeping Services
- Recording Transactions: Ensuring that all financial transactions, such as sales, purchases, payments, and receipts, are correctly recorded in the company’s books.
- Reconciling Accounts: Regularly reconciling bank statements and accounts to ensure accuracy and consistency in financial records.
- Managing Accounts Payable and Receivable: This involves tracking what the company owes to its suppliers (accounts payable) and what customers owe (accounts receivable).
- Payroll Assistance: I assist with preparing and processing payroll, ensuring that employees are paid accurately and on time and that all payroll-related taxes are correctly handled.
- Preparing Financial Statements: I assist in preparing basic financial statements, such as profit and loss accounts and balance sheets, to help the business understand its financial position.
- Maintaining Financial Files and Records: Keeping comprehensive and organized financial records for compliance and review.