Business Financial Management
Business Financial Management
Our plans are built to support startups, small businesses, and growing companies with the hands-on, affordable expertise you need—without the cost of a full-time hire.
Pick from one of our options below.
All plans include:
A free 30-minute consultation, virtual or in person
Initial accounting software review (1-2 hours)
GAAP Compliant, cash/accrual accounting
Business Financial Management Plans
Basic
Best for startups, $0-$100K
Categorize income and expenses
Formulate accurate balance sheet, P&L, and cash flow statements
Electronic 1099 reporting
Bank/CC reconciliation up to 2 accounts
Unlimited phone and email support
Act as a liaison for accountant's needs
$500 / month
Up to 8 hours a month (on average)
Most popular!
Standard
Best for small businesses, $100K-$900K
All services in our Basic plan
PLUS:Quarterly consultations
Payroll assistance (with a third-party)
Bank/CC reconciliation up to 4 accounts
Bill pay: Basic A/P and A/R management
$850 / month
Up to 16 hours a month (on average)
Exclusive
Best for growing businesses, $1M-$3M*
All services in our Basic & Standard plans
PLUS:Budget management
HR assistance for up to 10 employees (hiring, benefits, & termination docs)
Bank/CC reconciliation on unlimited accounts
Monthly financial growth strategies
$1380 / month
Up to 6 hours a week (on average)
*Businesses that have over $1M+ in revenue would greatly benefit from our financial strategy service
Plan rates are based on average company sizes within the price revenue range. Each is customizable to your business’s needs and size. Support provided for multiple entities/portfolio analysis.
Catch-Up Service
Whether you're a few months behind or need to organize up to two years of financial records, we specialize in bringing your books current with accuracy and care.
Includes:
A full review and audit of your existing records
Establishment of proper bookkeeping systems and workflows
Management and preparation of past-due filings
Pricing is tailored to your business size and scope
We’ll provide a clear range upfront before any work begins.
Add-On Services
Submit Estimated Tax Payments with State and Fed
Submit monthly sales tax payments through state
Year-End financial packaging to provide your accountant
Job Cost Report management
AIA Billing
Software set-up (COA, Vendors, Customers, new jobs, etc)
Custom Reporting/Packages
Creating budgets, forecasting, variance reporting
Quarterly Bank account distributions
Owner Distributions