LET’S CUSTOMIZE YOUR PLAN
Get on a path to more effective financial analysis and planning to power your business forward.
HOW ACCOUNTING & HR CAN CHANGE YOUR BUSINESS
Peace of Mind
Some people have the ability to manage their own books, but do they have the time? I’ll do the nitty gritty to give you a chance to focus on what you want to be doing more of.
Growth Potential
With a newfound understanding of your cashflow and financial reports, set new goals for the business with clear targets. I’ll give you the tools to track your success.
Actionable Insights
Understanding the ins and outs of your finance can reveal a lot about your business's financial wellbeing and open up opportunities for smarter, more effective systems.
Smooth Operations
With regular reporting, make up to date business decisions – enabling you to pivot and adapt to changing environments.
Accounting From Scratch
An all-in approach of setting up your accounting ecosystem, including:
1:1 call to discuss your business and goals
Establishing accounting system (e.g. Quickbooks)
Setting up a chart of accounts
Strategically defining classifications for reporting
Includes 1 month of fractional accounting & bookkeeping
One-time fee:
$2,500 - $5,000*
*depending on volume and complexity
OUR FLEXIBLE PLANS
Year-end Catch-up
The perfect solution when you need to catch-up.
1:1 call to discuss your business and goals
Entering and categorizing transactions
Reconciliation of all accounts
End-of-year financials
Liaise with your CPA
One-time fee:
$5,000 - $9,500*
*depending on volume and complexity
Fractional Accounting & Bookkeeping
Monthly accounting maintenance or quarterly cleanup, including:
1:1 call to discuss your business and goals
Monthly AP / AR Management
Client invoicing
Monthly reconciliations and financial statements
Monthly financial planning review call
Liaise with your CPA
Monthly Maintenance:
$500 - $3,500*
Quarterly Cleanup:
$2,500 - $10,000*
*depending on volume and complexity
Fractional Accounting & Bookkeeping + HR Consulting
All services included from Fractional accounting & bookkeeping, plus the following additional HR support:
Payroll & HR platform set-up
Payroll oversight & management
Benefits oversight & management
Team on-boarding & off-boarding
General HR advisement
Monthly:
$3,000 - $6,000*
Quarterly:
$6,500 - $12,000*
*depending on volume and complexity
