Description:

• This service helps businesses establish or improve their accounting system so that it supports accurate bookkeeping, cleaner reporting, and more efficient workflows.

• It is ideal for new businesses, growing companies outgrowing a basic setup, or businesses that feel like their current accounting file is disorganized or underperforming.

Price Range:

• $750+ for most small-business setups or optimization projects

• More complex setups may be billed hourly at $200+ per hour

What We Do:

• Review the client’s current accounting system and workflow

• Set up or restructure the chart of accounts

• Connect bank and credit card feeds

• Clean up system settings and account mapping

• Improve account organization for reporting and tax use

• Align the accounting file with how the business actually operates

• Help create a cleaner foundation for monthly bookkeeping and reporting

Description:

• QuickBooks support is designed for businesses that need help setting up, cleaning up, troubleshooting, or improving the way they use QuickBooks.

• This can include both one-time projects and ongoing support.

Price Range:

• $300+ for limited support projects

• $500+ for setup

• $1,000+ for cleanup

• $200+ per hour for more customized support

What We Do:

• Set up QuickBooks Online or improve an existing file

• Clean up coding errors and historical issues

• Connect bank feeds and key apps

• Build or revise the chart of accounts

• Review reconciliations and balances

• Improve use of classes, locations, products, or custom fields

• Help create a QuickBooks file that is more accurate and easier to maintain

Description:

• ERP selection guidance helps businesses evaluate whether they have outgrown their current accounting software and, if so, what type of system may be a better fit.

• This is particularly useful for companies with growing complexity, multiple entities, more robust reporting needs, or operational requirements that basic systems no longer handle well.

Price Range:

• $1,000+

What We Do:

• Assess the limits of the current accounting platform

• Identify business requirements for a future-state system

• Help evaluate ERP options against business needs

• Review reporting, integration, and scalability requirements

• Help narrow down platforms based on complexity and growth plans

• Provide a practical recommendation rather than a software-only pitch

Description:

• This service supports businesses that are moving from one accounting system or ERP to another and want finance-led guidance through the conversion process.

• Our role is not necessarily to replace the implementation partner, but to help protect the accounting, reporting, and operational side of the project.

• This pricing is intentionally framed as your advisory scope, not the client’s total ERP project budget.

• Current research shows full ERP implementations can range from $25,000 to $5 million+

• Emphasis placed on successful implementations usually require attention to data conversion, migration, testing, internal controls, change management, and training.

Price Range:

• $5,000 – $25,000+ for your firm’s advisory / finance-support role on a small-to-mid-sized implementation

• Larger or more involved projects may be quoted separately.

What We Do:

• Help define finance and reporting requirements

• Assist with chart of accounts design and mapping

• Support data conversion and migration review

• Help validate opening balances and imported data

• Review internal control implications of the new system

• Assist with user acceptance testing

• Support cutover planning and finance-side go-live readiness

• Help leadership stay focused on reporting quality and practical adoption

Description:

• Workflow and process improvement focuses on making the finance function more efficient, more reliable, and easier to manage.

• This is ideal for businesses that feel too much time is being spent on manual work, inconsistent processes, or avoidable rework.

• Current firm guidance in this space consistently ties technology and process work to efficiency, reduced manual effort, and stronger access to real-time information.

Price Range:

• $1,000+

What We Do:

• Review current accounting workflows

• Identify bottlenecks, duplication, and manual pain points

• Improve month-end close and reporting flow

• Streamline AP, AR, and approval processes

• Align processes with system capabilities

• Recommend practical changes that reduce friction and improve consistency

Description:

• This service helps businesses identify repetitive financial tasks that can be automated to save time, reduce manual errors, and improve consistency.

• It is especially useful for teams spending too much time on data entry, approvals, reporting, or repetitive reconciliations.

Price Range:

• $1,000+ for assessment and design

  Implementation support may be quoted separately or billed hourly

What We Do:

• Assess repetitive finance and accounting tasks

• Identify processes suitable for automation

• Recommend practical automation opportunities

• Evaluate workflow tools and integration options

• Help prioritize changes based on ROI and effort

• Support implementation planning and finance-team adoption

Description:

• Reporting design helps businesses move beyond generic financial statements and build reports that are actually useful for ownership, management, lenders, and other stakeholders.

• This service focuses on making financial information easier to interpret and more actionable.

• Real-time data analytics dashboards and improved business intelligence.

Price Range:

• $500+

What We Do:

• Design management reporting packages

• Build cleaner P&L, balance sheet, and cash flow views

• Develop KPI and dashboard-style reporting

• Organize reports for owners, lenders, or investors

• Improve visibility into business performance

• Align reports with leadership’s decision-making needs

Description:

• Documented finance processes help businesses improve consistency, train staff more effectively, reduce dependency on one person, and create a stronger operational foundation as they grow.

• We stress the importance of clearly documented roles, permissions, process steps, testing, and control design during system and workflow transitions.

Price Range:

• $500+

What We Do:

• Document accounting and close procedures

• Create workflow maps for key finance activities

• Outline roles and responsibilities

• Standardize repeatable accounting tasks

• Build process checklists and control points

• Help create more consistent execution across the finance function

Description:

• Internal controls improvement helps businesses strengthen the processes that support accurate reporting, reduce risk, and improve operational discipline.

• This service is valuable for companies experiencing growth, delegation challenges, system changes, or audit pressure.

Price Range:

• $1,000+

What We Do:

• Review current finance and accounting controls

• Identify gaps, inefficiencies, or weak points

• Recommend stronger approval, reconciliation, and review processes

• Improve segregation of duties where practical

• Align controls with current systems and workflows

• Help reduce reporting risk and process breakdowns

• Support remediation planning and implementation priorities

Description:

• This is broader strategic support for businesses that need an experienced advisor to help them think through accounting systems, integrations, reporting tools, technology upgrades, and operational finance infrastructure.

• This kind of advisory is increasingly common, which we now position technology consulting around ERP modernization, automation, reporting visibility, governance, and finance transformation rather than just software selection alone.

Price Range:

• $1,000+ for project-based advisory

• $200+ per hour for specialized consulting

What We Do:

• Advise on accounting and finance technology choices

• Help evaluate integrations and system fit

• Support finance-led digital improvement initiatives

• Recommend tools to improve reporting and efficiency

• Help align technology decisions with business growth and finance needs

• Provide ongoing advisory as systems and processes evolve