Description:

• Preparation of clear, organized financial statements for internal management, lenders, investors, or other stakeholders.

• This can include monthly, quarterly, or annual reporting, depending on the client’s needs.

Price Range:

• $500+ per reporting package

• $200+ per hour for more customized reporting support

What We Do:

• Prepare profit and loss statements, balance sheets, and cash flow summaries

• Organize supporting schedules

• Format reporting for management, lenders, or investors

• Present comparative or trend-based financial information

• Help ensure statements are clearer, cleaner, and easier to use

• Coordinate reporting with bookkeeping and close procedures

Description:

• Support for businesses that need financial reporting aligned with GAAP, whether for outside stakeholders, lender expectations, ownership reporting, or improved internal discipline.

• Regularly included as part of broader accounting advisory and financial reporting support.

Price Range:

• $1,000+ depending on complexity

• $200+ per hour for ongoing support

What We Do:

• Review existing reporting practices against GAAP expectations

• Help identify reporting gaps or inconsistencies

• Support classification, presentation, and disclosure decisions

• Assist with account analysis and supporting schedules

• Help management prepare more reliable GAAP-based financial information

• Coordinate technical issues with year-end reporting needs

Description:

• Research and analysis of accounting issues that are too complex for standard bookkeeping or routine tax work.

• This is often needed when businesses face new accounting standards, unusual transactions, or reporting questions that require documented technical support.

• Researching, analyzing, documenting, and implementing accounting for complex issues and transactions.

Price Range:

• $500+ per issue

• $200+ per hour depending on depth and documentation required

What We Do:

• Research applicable accounting guidance

• Analyze facts and reporting implications

• Prepare practical conclusions and recommendations

• Document accounting treatment for management use

• Support communication with auditors or outside stakeholders

• Help implement the recommended treatment in the financials

Description:

• Development or refinement of accounting policies to improve consistency, reporting quality, and decision-making.

• This is especially useful for growing businesses that need clearer documentation around how accounting judgments are made and applied.

• Routinely tied to implementation of new accounting standards and stronger reporting discipline.

Price Range:

• $500+

What We Do:

• Review existing accounting policies and practices

• Draft or refine accounting policy language

• Align policy treatment with the company’s reporting needs

• Help standardize treatment across recurring transactions

• Improve documentation around judgments and estimates

• Support management in applying policies consistently

Description:

• Guidance on how revenue should be recognized under ASC 606, including contract review, timing questions, performance obligations, and documentation support.

• Revenue recognition is one of the most consistently listed technical-accounting service areas.

Price Range:

• $500+ depending on contract complexity and volume

• $200+ per hour for ongoing support

What We Do:

• Review customer contracts and revenue streams

• Identify performance obligations

• Evaluate timing of revenue recognition

• Analyze contract modifications and nonstandard terms

• Help document the company’s revenue-recognition approach

• Support reporting and audit discussions around revenue treatment

Description:

• Support with lease accounting under ASC 842, including identifying leases, calculating balances, and improving documentation.

• ASC 842 remains in effect for private companies and other covered entities.

Price Range:

• $500+ depending on lease volume and complexity

What We Do:

• Identify in-scope lease arrangements

• Help classify lease types and gather key terms

• Assist with lease accounting calculations

• Support initial ASC 842 adoption or cleanup

• Prepare lease schedules and documentation

• Help align lease accounting with year-end reporting and audit needs

Description:

• Preparation support for businesses heading into an audit, review, lender reporting process, investor diligence, or other higher-scrutiny reporting environment.

Price Range:

• $1,000+ depending on readiness level, reporting quality, and deadline pressure

What We Do:

• Review current reporting and close readiness

• Help organize audit support schedules and documentation

• Identify likely problem areas before the audit begins

• Assist with reconciliations and supporting workpapers

• Help management prepare for auditor requests and questions

• Improve documentation around key estimates, policies, and transactions

Description:

• Improvement of the reporting close process so financial information is produced more accurately, more consistently, and with less last-minute scrambling.

• Reviewing, reconciling, and finalizing monthly financial activity, and firms supporting audit readiness commonly emphasize stronger close procedures as part of reliable reporting.

Price Range:

• $500+ for process enhancement

• $500+ per month for ongoing support

What We Do:

• Review current close process and reporting timelines

• Improve reconciliations and adjusting-entry workflow

• Clean up reporting packages and support schedules

• Help standardize review procedures

• Strengthen cutoff, accrual, and reporting consistency

• Make the monthly and year-end close more reliable and repeatable

Description:

• Customized reporting packages built for ownership and leadership rather than just for compliance.

• For clients who want more useful reporting, stronger visibility into performance, and better financial communication.

Suggested Price Range:

• $500+ per month depending on customization and frequency

What We Do:

• Build monthly or quarterly management reporting packages

• Present financial performance in a cleaner, more decision-useful format

• Organize key trends, comparisons, and supporting schedules

• Tailor reports for owners, executives, lenders, or boards

• Highlight major movements and items needing attention

• Improve consistency in how results are communicated