Pricing

Transparent pricing, published

We are business owners too, and we like knowing what things cost. Every engagement includes monthly financials, substantially complete by the 10th.

Base Camp

Revenue $0 – 1MM

Your second set of eyes on books someone else keeps.

$1,250

per month

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Classify transactions

Reconcile bank accounts

Review accounts receivable

Review accounts payable

Reconcile credit cards

Tie out prepaid schedules

Plus the rest of the monthly close


Additional scope billed at $175 per hour

Most Popular

Ascent

Revenue $1 – 2MM

Monthly close plus a standing call to talk through the numbers.

$1,500

per month

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Everything in Base Camp

Monthly call to review financials


Additional scope billed at $150 per hour

Hourly options available

Clean-up work, one-off projects, and coverage while someone is out. Let's discuss what you need.

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Summit

Revenue $2 – 5MM+

Close, analysis, budgets, and benchmarks against your industry.

$2,500

per month

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Everything in Ascent

KPI tracker

ProfitCents industry benchmark

Budget and budget vs. actual reports

Profitability recommendations


Additional scope billed at $125 per hour

*Prices shown are starting monthly fees. Final pricing depends on transaction volume, number of accounts, and entity count.

Flat-rate offerings

Value adds

Industry comparative analysis

$500 – $1,000 per report

Budgets

$1,000 – $2,000

Dashboard build out

$3,000 – $5,000

Clean up

$150/hr

Monthly or quarterly finance review

$500/mo or $1,250/qtr

Acquisition due diligence, buy side

$250/hr

Cash flow forecasts and process documentation

Quoted

Your second set of eyes

Let us get your monthly financials across the finish line. When one all-star team member wears ten hats and records every transaction in QuickBooks, we add the review and separation of duties. Available monthly or quarterly.

Time to clean up

We all let things slide. Get the books back in order and set goals built on accurate data. Clean books mean better financing options and accurate tax filings.

Need a hand for a couple of months

Covering a leave, a vacation, or a gap on the team. Project-based work or day-to-day accounting, and we tighten your processes while we are in there.

Let us train your team

QuickBooks training and standard operating procedures written for your business. Good for enterprise value and succession planning.

Notes

1. Monthly fees shown are starting prices. Final pricing depends on transaction volume, number of accounts, and entity count.
2. Up to 100 transactions per month.
3. Monthly calls assume about an hour of prep, a 45 to 60 minute call, and 30 minutes of follow-up.
4. Pricing is subject to change based on volume of accounts. Quarterly commitments preferred.
5. Please inquire for multi-entity pricing.