Client Advisory Services
Tier 1
Essential
Solopreneurs & startups getting financially organized
$395 / mo
Up to 75 transactions · 1–2 bank/credit accounts
Core Bookkeeping
- ✓ Monthly transaction categorization & coding
- ✓ Bank & credit card reconciliations (up to 2 accounts)
- ✓ Chart of accounts setup & maintenance
- ✓ Monthly Profit & Loss Statement
- ✓ Monthly Balance Sheet
Platform & Support
- ✓ QuickBooks Online management
- ✓ Secure client portal access
- ✓ Email support (48-hr response)
- ✓ Year-end books ready for your tax preparer
⭐ Most Popular
Tier 2
Growth
Growing small businesses that need financial clarity
$750 / mo
Up to 200 transactions · Up to 2 accounts
Everything in Essential, plus:
- ✓ Accounts payable tracking
- ✓ Accounts receivable tracking
- ✓ Monthly cash flow statement
- ✓ Monthly financial package with variance notes
- ✓ KPI dashboard (revenue, expenses, net margins)
Advisory & Support
- ✓ 1 monthly financial review call (30 min, video or phone)
- ✓ Email & messaging support (24-hr response)
- ✓ Quarterly business health check report
Tier 3
Advisory
Established businesses wanting a true finance partner
$1,500 / mo
200+ transactions · Unlimited accounts
Everything in Growth, plus:
- ✓ Accounts payable tracking & bill management (up to 20 bills/mo)
- ✓ 13-week rolling cash flow forecast
- ✓ Annual budget creation & planning
- ✓ Custom financial reports & insights
Fractional CFO-Level Advisory
- ✓ 2 monthly advisory calls (30 min each, video or phone)
- ✓ Strategic financial recommendations
- ✓ Scenario planning & what-if analysis
- ✓ Priority same-day messaging support
- ✓ Annual financial review session
+ À La Carte Add-Ons
Catch-Up BookkeepingStarting at $150/mo per back-month
Payroll ProcessingFrom $75/mo (via Gusto or ADP)
1099 Preparation & Filing$15/form + $50 filing fee
Additional Bank Account$70/mo per extra account
Extra Advisory Call$200 per 60-min session
Extra Transactions$50 per 100 transactions
Software Setup / MigrationOne-time $300–$500
Annual Cleanup ProjectCustom quote based on scope
* All packages are month-to-month with 30-day cancellation notice. High transaction volume, multi-entity, or complex business structures may be quoted separately.
† These services do not constitute CPA, audit, attest, or tax advice. Tax preparation and filing are not included and should be handled by a licensed tax professional or CPA.
† These services do not constitute CPA, audit, attest, or tax advice. Tax preparation and filing are not included and should be handled by a licensed tax professional or CPA.