Flat Rate Value Pricing

We offer flat rate value pricing based

on the value we offer our clients.

Small Business

$300 - $1,000

What's included?


  • 1 – 3 Bank / Credit Card accounts
  • 50 – 300 Transactions per month
  • Sales Tax Filings
  • Payroll support

Medium Business

$1,000 - $2,000

What's included?


  • 3 – 5 Bank / Credit Card accounts
  • 300 – 600 Transactions per month
  • Payroll
  • Invoicing
  • Bill Pay
  • Integrations
  • Sales Tax Filings

Large Business

$2,000 - 3,000

What's included?


  • 5+ Bank / Credit Card accounts
  • 600+ Transactions per month
  • Payroll
  • Invoicing
  • Bill Pay
  • Integrations
  • Inventory
  • Sales Tax Filings
  • Customized Projects
YES

General Ledger Management

Accurate Classification: Systematic categorization of every transaction to ensure your books are always trial-balance ready.

Month-End Closing: Timely reconciliation of all accounts so you have a finalized snapshot of your financial position every month.

Audit Readiness: Maintaining a clean, organized ledger that simplifies the process for CPAs during tax season or audits.

YES

Account Payable

Vendor Management: Tracking and managing relationships with suppliers to ensure all bills are paid accurately and on time.

Cash Flow Preservation: Strategic scheduling of payments to maintain optimal cash on hand while avoiding late fees.

Expense Tracking: Digitizing receipts and matching them to bank statements for total transparency in company spending.

YES

Account Receivable

Invoice Automation: Streamlining the creation and delivery of professional invoices to reduce the time between service and payment.

Collections Oversight: Professional follow-ups on overdue accounts to improve your "Days Sales Outstanding" (DSO).

Revenue Recognition: Ensuring income is recorded in the correct period to provide an accurate picture of your growth.

YES

Payroll Services

Compliance Guarantee: Calculating and filing FICA, FUTA, and state-specific payroll taxes to keep you compliant with IRS regulations.

Time Tracking Integration: Syncing software like QuickBooks Time to ensure employees are paid precisely for their hours.

Direct Deposit Management: Seamlessly handling the distribution of funds to employees and contractors.

YES

Financial Reporting

P&L Statements: Detailed Profit & Loss reports that show exactly where your revenue is coming from and where it’s going.

Balance Sheets: A clear overview of your assets, liabilities, and equity to help you understand your business's net worth.

Custom Insights: Tailored reports that highlight key performance indicators (KPIs) specific to your industry goals.

YES

Tax Preparation Support

Data Compilation: Gathering all necessary financial documents and schedules to hand over to your tax professional.

Strategic Categorization: Optimizing your chart of accounts to ensure you are maximizing legal tax deductions.

Year-Round Planning: Providing the financial clarity needed to make tax-smart decisions before December 31st arrives.

Recent From Blog

Clear financials. Confident future.