Expert Consulting Solutions for Business Growth
Our Services
Essential
Best for: simple operations and lower transaction volume.
What you receive
· Monthly reconciled books (bank/credit card).
· Monthly P&L and Balance Sheet (monthly + YTD).
· Monthly “Open Items” list (questions we need answered to finalize).
· Quarterly check-in (30 minutes).
· Annual tax filing (business + one owner return for standard situations).
Typical range: $450–$750 per month (final quote after intake).
Growth
Best for: payroll, growing teams, or moderate complexity.
What you receive
· Everything in Essential.
· Accruals/adjustments as needed (e.g., payroll accruals, prepaids, depreciation).
· Monthly variance notes (what changed and why).
· Quarterly tax planning touchpoint (45–60 minutes).
· Light A/R or A/P support (scope confirmed in your SOW).
Typical range: $900–$1,600 per month (final quote after intake).
Complex
Best for: multi-entity, high volume, inventory/job-costing, or advanced reporting.
What you receive
· Everything in Growth.
· Advanced reconciliations (merchant/clearing accounts, payroll liabilities, etc.).
· Intercompany support (when applicable).
· Monthly planning call (60 minutes).
· Optional: Controller Pack Lite (KPI dashboard + narrative).
Typical range: $1,800–$3,200+ per month (final quote after intake).
Contact Us
If you’re interested in collaborating, please provide your information, and we will contact you soon. We look forward to connecting with you.