SIMPLIFIED & STRAIGHTFORWARD PRICING
Fair Pricing That Adapts to You
Our pricing model is designed to scale with your business. Fees are based on your annual revenue and transaction volume, ensuring you only pay for the level of service needed to support your growth. As your business expands, our services adjust accordingly—aligning our success with yours. This transparent, productivity-driven approach eliminates unexpected price hikes, providing fair, growth-oriented pricing that supports your long-term success.
Bookkeeping service Packages
Essential Business Financial Support
Perfect for small businesses needing foundational financial operations support without deep strategic involvement. This package ensures your financials are organized, reconciled, and ready for decision-making.
- ✅ General Bookkeeping Services – Accurate transaction recording, reconciliations, and financial reports.
- ✅ Essential FinOps Advisory – Gain insights into your financials, understand key reports, and manage expenses efficiently.
- ✅ FinTech Ecosystem Access – Simplified financial tracking with integrated tools for better efficiency.
- 📌 Optional Add-On: 1099 Filing Services – Ensure compliance with IRS contractor reporting requirements.tem
Ideal for: Solopreneurs and small businesses needing basic bookkeeping and financial clarity without in-depth analysis
Growth-Focused Financial Management
Designed for businesses looking to improve financial oversight and gain strategic insights, this package adds proactive cash flow monitoring and deeper financial guidance.
- ✅ Everything in Option 1, plus:
- ✅ Enhanced FinOps Advisory – Regular financial check-ins, cash flow monitoring, and cost efficiency insights.
- ✅ More hands-on financial guidance – Better forecasting and financial decision support.
- 📌 Optional Add-On: 1099 Filing Services – Ensure compliance with IRS contractor reporting requirements.
Ideal for: Growing businesses that need structured financial oversight, proactive cash flow management, and guidance to optimize profitability..
Strategic Financial Optimization
Designed for businesses that require advanced financial planning, forecasting, and data-driven decision-making to support sustainable growth. It provides the highest level of financial insight and operational efficiency.
- ✅ Everything in Option 2, plus:
- ✅ Comprehensive FinOps Advisory – Advanced budgeting, forecasting, and KPI tracking to measure business performance.
- ✅ Priority financial support – Get expert guidance with faster response times for critical financial questions.
- 📌 Optional Add-On: 1099 Filing Services – Ensure compliance with IRS contractor reporting requirements.
Ideal for: Businesses seeking scalable financial management, deeper operational efficiencies, and strategic decision-making support for sustainable growth.
DEDICATED FINANCIAL ANALYTIC SERVICES
Financial Operations & Advisory Services
Our comprehensive Financial Operations & Advisory Services are designed to provide businesses with expert guidance, actionable insights, and strategic financial management. We partner closely with you to develop and execute financial strategies that promote growth, optimize cash flow, and ensure sustainable success. With a focus on tailored budgeting, cash flow management, KPI tracking, and revenue growth, our goal is to help you stay on track and make informed decisions that drive your organization forward.
- Monthly Cash Flow Management and Forecasting: Stay ahead of financial fluctuations with our proactive cash flow management. We analyze your inflows and outflows, helping you anticipate future needs and optimize your financial resources.
- Budgeting and Financial Planning: Our budgeting services ensure you have a realistic and effective plan in place. We help you create detailed budgets that reflect your organization’s objectives while maintaining financial discipline.
- KPI Development and Tracking: Key Performance Indicators (KPIs) are vital for measuring your organization’s success. We assist in developing relevant KPIs and provide ongoing tracking to ensure you stay on course toward your goals.
- Operational Efficiency & Cost Optimization: We conduct in-depth analyses to help you make data-driven decisions about whether to outsource services or invest in building in-house capabilities. Our custom reports provide insights into cost savings, process efficiency, and long-term impact, ensuring you choose the best strategy for sustainable growth and profitability.
ADDITIONAL PERKS & BENEFITS
PERSONALIZED Onboarding & Training
Clients receive personalized onboarding, including setup, training, and walkthroughs of key financial tools and processes to ensure they feel confident and fully supported from day one. This hands-on approach ensures a smooth transition and sets the foundation for effective collaboration.
Seamless Client Portal Access
Stay connected and organized with our intuitive client portal. Easily communicate with our team, securely upload important documents, and access your detailed monthly financial reports—all from one centralized, user-friendly platform. This ensures you’re always in control of your financial data, with the transparency and convenience you need to make informed decisions, anytime, anywhere.
Complimentary Notary Services
Save time and hassle with our free, on-demand notary services. Whether you need important business documents notarized or personal paperwork signed, we offer convenient, professional notarization at no extra cost. This added benefit ensures that handling legal and official documents is seamless and stress-free, allowing you to focus on what matters most—your business.