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Pricing

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Here’s What We Offer

Choose from various specialized packages or contact us today for customized plans.

Bookkeeping Basic

$350.00/Monthly

Total of 4 Bank or Credit Cards

  • check Setting up Chart of Account
  • check Connecting Banks into the Accounting Software
  • check Importing data from Legacy software (if applicable)
  • check Accounts Receivable Management (customer invoicing).
  • check Accounts Payable Management (Vendor Billing).
  • check Verifying Financials against last tax return
  • check Regular transactions categorizations
  • check Monthly banks, Credit Card, Mortgage & Leases Reconciliation
  • check Basic Monthly Profit & Loss and Balance sheet submission
  • check Laison with CPA to file yearly taxes.
Choose Plan
Bookkeeping Intermediate

$650.00/Monthly

Total of 7 Bank or Credit Cards

  • check All the Bookkeeping Basic Package, and
  • check Time tracking for managing bi-weekly or monthly Payroll reporting
  • check Inventory management
  • check Advance Monthly Profit & Loss and Balance Sheet statement (Class wise, tag, etc.)
  • check Tailored management reporting
  • check Financial Variance Analysis
Choose Plan
premium

$1,250.00/Monthly

Unlimited Bank or Credit Cards

  • check All the Bookkeeping Basic And Intermediate Package
  • check Financial Budgeting & Forecasting
  • check Financial Trend Analysis
  • check Advance Reporting (Dashboards, Infographics, etc.)
  • check Accounting software connection with different APIs for automation (Amazon, Shopify, eBay, Etsy)
  • check Monthly Sales Tax filing
  • check Tax Impact Advisory
Choose Plan
Standalone Projects – Financial Modeling & Valuations
  • 1.Financial Statements
  • check Income Statement or Profit and Loss Statement
  • check Balance Sheet
  • check Cashflows
  • 2.Analysis
  • check Ratio Analysis
  • check Market sizing (Optional)
  • check Scenario Analysis (Optional)
  • check Sensitivity Analysis (Optional)
  • 3.Valuation
  • check Assumption Dashboard
  • check Business Valuation
            • Free Cashflow Valuation
            • Relative Valuation (Comparable analysis)
            • Or Custom Valuation as per clients need
  • Output
  • check Microsoft Excel or Google Sheets
Services Package Features Pricing (USD) Plan
Financial Modeling (Basic) Financial Statement & Valuations $3,000 - $5,000 Choose
Financial Modeling (Advanced) Financial Statement, Analysis & Valuations $3,000 - $5,000 Choose
Financial Planning and Analysis (FPA): Budgeting
  • 1.Revenue Forecasting & Analysis
  • Optimize the revenue potential by properly modeling each revenue  stream. This includes setting realistic targets for the sales team that align  with top management views. This includes the following:
  • check ARR and MRR
  • check Churn Analysis
  • check Customer Pipeline
  • 2.Marketing & Sales Funnel
  • Expenses Forecasting and Analysis via a zero-based budgeting approach, identifying the financial leakages and diverting them into more strategically important expenses. This includes the following:
  • check HR (employees and contractors)
  • check Marketing Expenses
  • check Software Expenses
  • check Legal Expenses
  • check Professional Services
  • 3.Analysis and Presentation
  • check Analysis of the Actual Performance
  • check Provide Budget Execution (budget versus actual) Variance Analysis
  • check Board Presentation (with key insights, and analysis that helps in the strategic-level decisions)
  • Output
  • check Microsoft Excel or Google Sheets
Services Package Pricing (USD) Plan
Budget Development (One-Time) $3,000 Choose
Budget Revision (Quarterly/Half-Yearly/Annually) $1,000 (per update) Choose
Budget Updating (Monthly (recurring)) $1,000 (per month) Choose
Standalone Projects – Pitch Decks
  • Deliverables
  • check Business Overview
  • check Customer Pain Points
  • check Solution
  • check Market Size
  • check Financial Projections
  • check Team
  • check Other Sections (optional)
  • check 15 to 20 Slides (presentation slide document)
  • Output
  • check Microsoft PowerPoint or Google Slides
Services Package Pricing (USD) Plan
Pitch Books $3,000 – 5,000 Choose
Pitch Books + Financial Modeling $5,000 – 10,000 Choose