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Customize Your Service Package
Base Bookkeeping (Select One)
Starter – Up to 250 transactions/month ($125)
Growth – Up to 500 transactions/month ($225)
Scale – Unlimited transactions/month ($350)
Insights & Forecasting
KPI & Business Performance Insights ($125)
Cash Flow Forecasting & Management ($100)
Financial Modeling & Forecasting ($175)
Data Visualization & Dashboards
Basic Financial Visualizations (Excel) ($60)
Custom Financial Dashboards (Excel or Tableau) ($125)
Real-Time Customizable Dashboards ($175)
Strategy & Advisory
Monthly Financial Performance Review ($85)
Biweekly Financial Performance Reviews ($150)
Weekly Financial Performance Reviews ($175)
Compliance Support
Tax Preparation Document Assistance ($40)
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