Solutions for Your Financial Future

Accounting & Bookkeeping

  • Description:

    • Ongoing bookkeeping support to keep your records accurate, current, and organized each month. This service is designed for business owners who want dependable financial records without having to manage the day-to-day accounting.

    Price Range:

    • $300+ per month

      Higher-volume or more complex businesses may range higher

    What We Do:

    • Categorize and record transactions

    • Maintain the general ledger

    • Reconcile bank and credit card accounts

    • Post routine journal entries

    • Review and organize income and expenses

    • Maintain supporting accounting records

    • Prepare monthly financial reports

    • Flag unusual activity or items needing clarification

    • Help keep books tax-ready throughout the year

  • Description:

    • Correction and reconstruction of incomplete, inaccurate, or behind bookkeeping records. This service is ideal for businesses that have fallen behind, changed systems, or need reliable books before filing taxes, applying for financing, or making important decisions.

    Price Range:

    • $1,000+ per project

    What We Do:

    • Review the current accounting file for errors and gaps

    • Reclassify misposted transactions

    • Reconcile unreconciled bank and credit card activity

    • Clean up balance sheet accounts

    • Correct duplicate, missing, or uncategorized entries

    • Organize prior-period records

    • Rebuild historical bookkeeping where needed

    • Prepare cleanup-adjusted financial statements

    • Deliver books in a more accurate, tax-ready format

  • Description:

    • Reconciliation of cash, credit cards, loans, and other balance sheet accounts to improve accuracy and catch errors before they become larger reporting problems.

    Suggested Price Range:

    • $200+ per month if scoped separately

      Often included within monthly bookkeeping engagements

    What We Do:

    • Reconcile bank accounts

    • Reconcile credit card accounts

    • Tie loan balances to statements

    • Review fixed asset and debt balances

    • Analyze prepaid, accrual, and liability accounts

    • Identify unreconciled differences

    • Investigate unusual or aged reconciling items

    • Keep balance sheet accounts current and supportable

  • Description:

    • Structured close support to help businesses finalize monthly and annual financial records more accurately and efficiently. This is especially useful for growing businesses that need cleaner internal reporting or a more disciplined close process.

    Price Range:

    • $300+ per month

    • $500+ for more involved year-end close support

    What We Do:

    • Perform month-end close procedures

    • Post accruals and adjusting entries

    • Review revenue and expense cutoffs

    • Finalize reconciliations

    • Review the general ledger for errors or unusual items

    • Prepare close-ready financial statements

    • Assist with year-end book finalization

    • Coordinate information needed for tax preparation or outside advisors

    • Improve close checklists and accounting workflow

  • Description:

    • Preparation of internal-use financial statements that help owners and management understand business performance and make better operating decisions.

    Price Range:

    • $250+ per month
      Often included in recurring bookkeeping or controller support

    What We Do:

    • Prepare profit and loss statements

    • Prepare balance sheets

    • Prepare cash flow summaries

    • Organize comparative month-over-month or year-over-year reporting

    • Present clean management-use statements

    • Format reporting for lenders, owners, or internal review

    • Help explain major movements in the financials

    • Provide supporting schedules when needed

  • Description:

    • Ongoing maintenance of the general ledger to keep accounting records organized, consistent, and usable for reporting, tax, and operational purposes.

    Price Range:

    • $100+ per month, if provided on a limited-scope basis

      Typically included in monthly bookkeeping services

    What We Do:

    • Maintain chart of accounts structure

    • Record and review journal entries

    • Clean up posting errors

    • Reclassify transactions as needed

    • Keep account activity organized by category

    • Review ledger detail for unusual balances

    • Support consistency in coding and classification

    • Maintain cleaner records for tax and reporting purposes

  • Description:

    • Support with bill tracking, vendor payment workflow, and payables organization so that obligations are handled timely and accurately.

    Price Range:

    • $100+ per month

      Also priced as an add-on service or per-transaction service

    What We Do:

    • Track incoming bills and vendor obligations

    • Enter and organize payables in the accounting system

    • Maintain due-date tracking

    • Prepare payment lists for approval

    • Record vendor payments

    • Reconcile vendor balances where needed

    • Help organize supporting bill documentation

    • Improve accounts payable workflow and visibility

  • Description:

    • Support with customer invoicing, receivable tracking, and collections visibility to help businesses bill more consistently and get paid faster.

    Price Range:

    • $100+ per month

      Can increase with invoice volume and collection complexity

    What We Do:

    • Prepare and send customer invoices

    • Track outstanding receivables

    • Record customer payments

    • Apply payments correctly in the accounting system

    • Monitor aging reports

    • Assist with follow-up workflow on overdue balances

    • Maintain cleaner receivable records

    • Improve invoicing consistency and reporting

  • Description:

    • Payroll support and coordination to help ensure payroll data is organized, payroll entries are recorded properly, and the business stays aligned with its payroll provider and reporting needs.

    Price Range:

    • Continued maintenance: $100+ per month

    • Setup: $300+ one-time

      Expanded payroll support may be priced separately

    What We Do:

    • Coordinate with payroll providers

    • Organize payroll information for processing

    • Record payroll journal entries

    • Reconcile payroll-related accounts

    • Review payroll reports for reasonableness

    • Track payroll liabilities and related balances

    • Support W-2 and 1099 reporting coordination

    • Help keep payroll records aligned with the books

  • Description:

    • Financial reporting tailored for owners and leadership teams who want clearer insight into performance, trends, and operating results.

    Price Range:

    • $300+ per month

      Higher-end reporting or analysis may move into controller or advisory pricing

      Reporting and oversight increases as services move beyond basic bookkeeping into broader outsourced accounting

    What We Do:

    • Prepare monthly reporting packages

    • Summarize revenue, expenses, and profitability

    • Provide trend and variance reporting

    • Highlight notable financial movements

    • Track key financial metrics

    • Create custom management-use reports

    • Organize reports for owners, lenders, or internal leadership

    • Help translate the numbers into practical business insight

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Information
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Tax Planning & Compliance

  • Description:

    • Strategic tax planning for business owners who want to reduce tax exposure, improve cash flow, and make informed decisions before year-end.

    Price Range:

    • $500+ per planning engagement
      or $200+ per hour

    What We Do:

    • Review current-year financial performance

    • Estimate taxable income

    • Identify available deductions and credits

    • Review entity structure and tax efficiency

    • Plan owner compensation and distributions

    • Evaluate timing of income and expenses

    • Provide year-end tax planning recommendations

    • Coordinate planning with bookkeeping, payroll, and financial reporting

  • Description:

    • Preparation and filing of federal and state business income tax returns for corporations, S corporations, partnerships, and sole proprietors.

    Price Range:

    • S Corporation: $1,200+

    • Partnership: $1,000+

    • C Corporation: $1,300+

    • Schedule C: $500+ when filed with individual return

    What We Do:

    • Prepare federal business tax return

    • Prepare applicable state tax returns

    • Review financial statements and trial balance

    • Identify book-to-tax adjustments

    • Prepare depreciation schedules

    • Review owner basis, distributions, and equity activity

    • Prepare K-1s when applicable

    • Provide tax payment and filing instructions

    • Review return with client before filing

  • Description:

    • Forward-looking tax planning for individuals, professionals, investors, and business owners who want to reduce surprises and plan more intentionally.

    Price Range:

    • $300+ per planning session/engagement

    What We Do:

    • Estimate current-year tax liability

    • Review wages, investments, business income, and deductions

    • Analyze withholding and estimated payments

    • Plan for capital gains, rental income, or self-employment income

    • Review itemized deduction opportunities

    • Evaluate retirement contribution strategies

    • Identify tax-saving opportunities before year-end

    • Provide action items and payment recommendations

  • Description:

    • Preparation and filing of individual federal and state income tax returns, ranging from simple W-2 filings to more complex returns involving investments, rentals, businesses, and multiple states.

    Price Range:

    • Basic Form 1040: $350 – $600

    • Moderate complexity: $600 – $1,000

    • Complex individual return: $1,000 – $2,500+

    • Additional state returns: $100 – $250 each

    What We Do:

    • Prepare federal Form 1040

    • Prepare state income tax returns

    • Review W-2s, 1099s, K-1s, and investment activity

    • Prepare Schedule A, C, D, E, or other required schedules

    • Review rental property activity

    • Calculate credits and deductions

    • Review tax payments and refunds due

    • Provide filing instructions and tax payment guidance

  • Description:

    • Guidance on state and local tax matters, including income tax, sales tax, payroll tax, business registrations, and compliance requirements.

    Price Range:

    • $300+ depending on scope

    What We Do:

    • Review state and local tax obligations

    • Evaluate sales tax registration requirements

    • Review payroll tax registration needs

    • Assist with state agency notices

    • Advise on business expansion into new states

    • Review local business license or tax requirements

    • Provide compliance recommendations

    • Coordinate with tax return preparation where applicable

  • Description:

    • Calculation and planning for quarterly estimated tax payments to help individuals and business owners avoid underpayment penalties and year-end surprises.

    Price Range:

    • $250+
      Typically included in higher-level tax planning packages

    What We Do:

    • Estimate annual taxable income

    • Calculate federal and state estimated payments

    • Review prior-year safe harbor rules

    • Analyze withholding and prior payments

    • Provide quarterly payment vouchers or instructions

    • Adjust estimates as income changes

    • Help plan for cash flow around tax deadlines

  • Description:

    • Preparation of amended tax returns to correct previously filed federal or state returns.

    Price Range:

    • $500+ per amended return

    What We Do:

    • Review originally filed return

    • Identify required corrections

    • Prepare amended federal and/or state return

    • Calculate tax due or refund expected

    • Prepare supporting schedules and explanations

    • Provide filing instructions

    • Advise on timing, penalties, and follow-up items

  • Description:

    • Support for individuals and businesses that receive notices from the IRS or state tax agencies.

    Price Range:

    • $300+ depending on complexity

    • More involved representation may be billed hourly at $200+ per hour

    What We Do:

    • Review IRS or state notice

    • Explain the issue and deadline

    • Compare notice to filed return and records

    • Draft written response

    • Gather supporting documentation

    • Communicate with taxing authority when appropriate

    • Help resolve balance due, penalty, or filing issues

    • Recommend next steps if the matter escalates

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Information - Business Tax
Information - Individual Tax
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Business Formation & Structuring

  • Description:

    • Choosing the right entity is one of the most important early decisions a business owner makes.

    • We help clients evaluate the tax, operational, and practical differences between sole proprietorships, LLCs, partnerships, and corporations so they can choose a structure that fits their goals.

    Price Range:

    • 200+ per engagement

    What We Do:

    • Discuss the client’s business model and goals

    • Compare LLC, S corporation, C corporation, partnership, and sole proprietor options

    • Review tax implications of each structure

    • Explain administrative and compliance differences

    • Discuss owner liability and operational considerations

    • Recommend a structure based on growth plans, compensation needs, and complexity

  • Description:

    • This service covers the actual formation process and the foundational steps needed to get a business established properly.

    • We provide packages which include consultation, EIN setup, state registration, and S election support where appropriate, though state fees are typically separate.

    Price Range:

    • $500+ per entity

      State filing fees billed separately

      Pricing packages available for multiple entity formation

    What We Do:

    • Prepare formation checklist and launch timeline

    • Assist with state entity registration

    • Coordinate EIN application

    • Review ownership and tax setup decisions

    • Help organize foundational business records

    • Coordinate with attorney if legal documents are needed

    • Provide startup tax and accounting guidance

    • Help ensure the business starts in a cleaner, more compliant way

  • Description:

    • For eligible businesses, an S corporation election can create tax advantages, but only if the structure, compensation, and compliance obligations make sense.

    • The IRS requires Form 2553 for the election, signed by all shareholders.

    Price Range:

    • $500+ per entity

    What We Do:

    • Evaluate whether an S election is appropriate

    • Compare current tax treatment to potential S corporation treatment

    • Discuss self-employment tax and owner compensation implications

    • Prepare or assist with Form 2553

    • Review election timing

    • Coordinate election with bookkeeping and payroll setup

    • Explain ongoing compliance requirements after the election

  • Description:

    • New entities often need more than just formation documents.

    • We help clients obtain the federal tax ID and complete the core registration steps needed to operate and stay compliant.

    Price Range:

    • $200+
      Often included within a broader formation package

    What We Do:

    • Obtain or assist with EIN application

    • Help determine required agency registrations

    • Assist with basic federal and state tax account setup

    • Help identify payroll or sales tax registration needs

    • Organize confirmation notices and account records

    • Provide guidance on what registrations are needed and why

  • Description:

    • Ownership structure affects taxes, profit allocation, decision-making, and future flexibility.

    • This service is for businesses that want to set up ownership thoughtfully from the beginning rather than fixing it later.

    Price Range:

    • $500+

    What We Do:

    • Discuss number and type of owners

    • Review ownership percentages and contribution structure

    • Discuss practical tax implications of ownership arrangements

    • Help identify questions that should be addressed in legal documents

    • Coordinate tax structure with the intended ownership model

    • Assist with planning for future owners or investors

  • Description:

    • Owners often need help determining how to pay themselves in a tax-efficient and sustainable way.

    • This is especially important where S corporation planning, payroll setup, and distributions are involved.

    Price Range:

    • $500+

    What We Do:

    • Review how the owner currently takes money from the business

    • Evaluate salary versus distributions where applicable

    • Discuss reasonable compensation considerations

    • Coordinate compensation planning with entity type

    • Review payroll implications

    • Provide recommendations that align tax strategy with cash flow needs

  • Description:

    • Sometimes the original structure no longer fits the business.

    • As your company grows, adds owners, changes revenue profile, or becomes more sophisticated, restructuring may create better tax treatment or better operational alignment.

    Price Range:

    • $1,000+

    What We Do:

    • Review the current entity and tax setup

    • Identify problems or inefficiencies in the current structure

    • Evaluate restructuring options

    • Assess tax impact of changing entity type or ownership model

    • Coordinate restructuring plan with bookkeeping and tax compliance

    • Help prepare the business for the transition process

    • Coordinate with legal counsel where legal documents are required

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Fractional CFO & Strategic Services

  • Description:

    • Budgeting and forecasting helps businesses move from reacting to planning.

    • This service is designed for owners who want a clearer financial roadmap, stronger visibility into expected results, and better control over spending, hiring, and growth decisions.

    Price Range:

    • $750+ for a standalone budget or forecast project

    • Included within monthly CFO engagements starting around $2,000+ per month

    What We Do:

    • Build annual budgets

    • Prepare rolling forecasts

    • Update projections based on actual performance

    • Identify revenue and expense assumptions

    • Model payroll, hiring, and overhead changes

    • Help management compare actual results to plan

    • Adjust forecasts as conditions change

    • Turn financial data into practical planning tools

  • Description:

    • Cash flow planning helps businesses understand when cash is coming in, when it is going out, and where pressure points may develop.

    • This service is especially valuable for companies experiencing growth, uneven collections, debt obligations, or seasonal swings.

    • Cash management is a standard element of outsourced CFO offerings.

    Price Range:

    • $500+ as a focused project

    • Included within ongoing advisory retainers of $2,000+ per month depending on scope

    What We Do:

    • Build short-term and medium-term cash flow forecasts

    • Monitor expected inflows and outflows

    • Identify potential cash shortages before they happen

    • Review receivable and payable timing

    • Help plan around tax payments, debt service, and major expenses

    • Support working capital planning

    • Recommend ways to improve cash visibility and stability

  • Description:

    • KPI and dashboard reporting gives ownership and leadership clearer visibility into the numbers that actually drive the business.

    • This service turns raw financial data into reporting that is easier to monitor, understand, and act on.

    • Atlanta and national firms routinely position dynamic dashboards and KPI development as part of outsourced CFO support.

    Price Range:

    • $750+ for dashboard design and initial setup

      Ongoing reporting support commonly folded into monthly CFO retainers

    What We Do:

    • Identify the most useful KPIs for the business

    • Design management dashboards

    • Build monthly reporting packages

    • Track trends in revenue, margin, overhead, and cash flow

    • Highlight operational and financial performance drivers

    • Customize reports for owners, executives, or department leaders

    • Improve visibility into business performance

  • Description:

    • Profitability and margin analysis helps business owners understand what is truly generating profit and where earnings may be leaking.

    • This service is useful for businesses that want better insight into product lines, service offerings, customer groups, or departments.

    • Profitability analysis is a common part of growth-stage CFO work because outsourced CFO services are typically framed around using numbers to actively navigate the business rather than just record results.

    Price Range:

    • $500+ depending on complexity and reporting depth

    What We Do:

    • Analyze gross profit and operating margins

    • Review profitability by service, product, customer, or location

    • Identify higher-margin and lower-margin activity

    • Evaluate direct and indirect cost trends

    • Highlight areas where profitability is being diluted

    • Support decision-making around resource allocation and focus

  • Description:

    • Strategic planning support gives leadership a financial lens for major business decisions.

    • This service is designed for owners who need help turning goals into a financial plan and making sure strategy is supported by realistic numbers and operating capacity.

    • Aligning finance with strategy and supporting growth-focused decisions.

    Price Range:

    • $1,000+ for strategy-focused projects
      or included in ongoing CFO retainers

    What We Do:

    • Translate growth goals into financial plans

    • Evaluate the financial feasibility of strategic initiatives

    • Support annual and multi-year planning

    • Help prioritize initiatives based on financial impact

    • Provide leadership with financial perspective on key decisions

    • Align planning with reporting, budget, and cash flow realities

  • Description:

    • This service helps businesses prepare clearer, more decision-ready reporting for outside stakeholders.

    • Commonly include board communications, board reporting, lender reporting, and investor-ready financial visibility within our core service offering.

    Price Range:

    • $1,000+ for initial reporting package development

      Recurring support often included in monthly advisory retainers

    What We Do:

    • Prepare board or lender reporting packages

    • Organize financials for external stakeholders

    • Summarize business performance in a clearer format

    • Build reporting around KPIs, cash flow, and forecast data

    • Support presentation-ready reporting for meetings

    • Help leadership communicate results more effectively

  • Description:

    • This service provides ongoing financial insight for important business decisions.

    • Meant for owners and leadership teams who want an experienced advisor involved in the decisions that shape profitability, cash flow, risk, and growth.

    • Senior-level guidance without the cost of a full-time executive.

    Price Range:

    • $2,000+ per month for ongoing fractional CFO support

      Higher-complexity engagements typically exceed that range

    • Hourly work commonly falls around $200+ per hour when priced outside a monthly retainer

    What We Do:

    • Serve as an on-call financial thought partner

    • Support ownership and leadership with major decisions

    • Provide financial analysis behind operational choices

    • Help interpret results and emerging trends

    • Offer ongoing guidance between formal reporting cycles

    • Bring structure and financial discipline to decision-making

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Information - General
Information - Forecast
Information - KPI
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Systems, Processes & Controls

  • 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

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Information - Systems
Information - Process
Information - Controls
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Reporting & Technical Accounting

  • 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

Estimate
Information - Reporting
Information - GAAP
Information - Audit
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