Simple, Transparent Pricing
Proudly serving clients across the United States and Canada.
No obligation, just helpful advice
Bookkeeping & Finance Support Services
Comprehensive financial management solutions with dedicated accounting managers and priority support.
Features
Transaction Management
Monthly Transaction Volume
Up to 100 transactions
Account Management
Bank Reconciliation
1 Bank Account
Credit Card Reconciliation
1 Credit Cards
Invoicing & Billing
Monthly Invoicing
Financial Tracking
Accounts Payable/Receivable
Cash Flow
Forecasting & Budgeting
Reporting & Analytics
Monthly Reports
Financial Statement Preparation
Support & Consultation
Dedicated Accounting Manager
Monthly Consultation Sessions
2 online sessions/month
Priority Support Response
Within 48 hrs
Monthly Effort Hours
15 Hours
Most Popular
Transaction Management
Monthly Transaction Volume
Up to 500 transactions
Account Management
Bank Reconciliation
3 Bank Accounts
Credit Card Reconciliation
3 Credit Cards
Invoicing & Billing
Monthly Invoicing
Financial Tracking
Accounts Payable/Receivable
Cash Flow
Forecasting & Budgeting
Reporting & Analytics
Monthly Reports
Expense Breakdown
Financial Statement Preparation
Support & Consultation
Dedicated Accounting Manager
Monthly Consultation Sessions
6 online sessions/month
Priority Support Response
Within 24-48 hrs
Monthly Effort Hours
60 Hours
Transaction Management
Monthly Transaction Volume
Up to 1000+ transactions
Account Management
Bank Reconciliation
Unlimited
Credit Card Reconciliation
Unlimited
Invoicing & Billing
Monthly Invoicing
Unlimited
Financial Tracking
Accounts Payable/Receivable
Detailed Report
Cash Flow
Custom
Forecasting & Budgeting
Custom
Reporting & Analytics
Monthly Reports
KPIs + AR/AP Aging
Financial Statement Preparation
Support & Consultation
Dedicated Accounting Manager
Monthly Consultation Sessions
Unlimited sessions / month
Priority Support Response
Within 24 hrs
Monthly Effort Hours
Custom
Transaction Management
Monthly Transaction Volume
Up to 100 transactions
Up to 500 transactions
Up to 1000+ transactions
Account Management
Bank Reconciliation
1 Bank Account
3 Bank Accounts
Unlimited
Credit Card Reconciliation
1 Credit Cards
3 Credit Cards
Unlimited
Invoicing & Billing
Monthly Invoicing
Unlimited
Financial Tracking
Accounts Payable/Receivable
Detailed Report
Cash Flow
Custom
Forecasting & Budgeting
Custom
Reporting & Analytics
Monthly Reports
Expense Breakdown
KPIs + AR/AP Aging
Financial Statement Preparation
Support & Consultation
Dedicated Accounting Manager
Monthly Consultation Sessions
2 online sessions/month
6 online sessions/month
Unlimited sessions / month
Priority Support Response
Within 48 hrs
Within 24-48 hrs
Within 24 hrs
Monthly Effort Hours
15 Hours
60 Hours
Custom
Optional Add-ons
Enhance your financial management with our specialized add-on services
Clean-up Accounting
Year-end cleanup and catch-up bookkeeping services
MIS Reporting
Management Information System reports and analytics
Financial Dashboard
Real-time financial insights and KPI tracking
Custom Solutions
We leverage industry-leading software and technologies to deliver exceptional financial services and insights.
Analytics & Reporting
- Power BI Dashboards
- Data Analysis
- KPI Tracking
- Performance Metrics
- Variance Analysis
Corporate Governance
- Standard Operating Procedures
- Process Re-engineering
- Gap Analysis
- Fraud Risk Analysis
- Compliance Management
Data Automation
- Workflow Automation
- Data Integration
- Report Generation
- Process Optimization
- System Integration
Our Satisfaction Guarantee
We're confident in the value we provide. If you're not satisfied within 30 days, we'll make it right or refund 100%
Frequently Asked Questions
Have questions about our pricing or services? Find answers to common questions below.
No, all our services are available on a month-to-month basis. We’re confident in the value we provide and don’t lock you into long-term contracts.
Absolutely! While we offer standard packages, we can create a custom solution that includes only the specific services your business needs.
For most clients, we can have basic bookkeeping and data visualization set up within 1-2 weeks. More complex automation and Power BI dashboards typically take 3-4 weeks to implement.
Yes, we integrate with all major accounting platforms including QuickBooks, Xero, Sage, and more, as well as many CRM and ERP systems. Our team can adapt to your existing technology stack.
We implement enterprise-grade security measures including encrypted data transmission, secure cloud storage, multi-factor authentication, and strict access controls. All our processes are compliant with industry standards.
We offer multiple communication channels including dedicated account managers, scheduled video calls, and continuous email support for real-time updates and document sharing.
Absolutely! You’ll have a dedicated account manager who’ll keep you updated on your accounts and insights whenever needed, ensuring you’re always in the loop.
Absolutely! We’re super flexible and always happy to adjust and customize your services and plan to fit your evolving business needs.
While we always strive to deliver the best services and truly stand by our work, we understand that sometimes things just don’t click. If you ever feel our services aren’t the right fit, we’ll absolutely sit down to discuss your preferences and find a solution. If it still doesn’t work out, rest assured your money will be returned.
Can’t find the answer you’re looking for?
Ready to Transform Your Financial Management?
Let our expert team handle your bookkeeping, data automation, and visualization needs while you focus on growing your business.