How much does it cost to hire a New York Times recognized firm?

Pricing is more reasonable than you would think, see the packages below to see our average pricing ranges. Each client recieves a custom quote for services.

Basic Bookkeeping

  • Monthly coding & payroll reconciliations

  • Monthly cash account reviews

  • Provide monthly financial statements

  • Annual W-9 contractor audits

  • Support annual tax filing process

Bookkeeping+ Advisory

  • Basic Bookkeeping Package PLUS

  • Monthly financial management reporting

  • Monthly financial review meetings to cover key performance indicators.

Accounting System Clean-up

  • Accounting software setup

  • Automate banking feeds and importation of historical data

  • Clean up of prior period accounting up to 12 months

CFO Services

  • Financial KPI (key performance indicators) reporting

  • Cashflow analysis and planning

  • Financial forecasting and analysis

  • Monthly financial strategy sessions

Trust Accounting System Analysis

  • Design and update Trust Accounting policies and practices 

  • Clean up and reconciliation of Trust accounts

  • Creation of routine Trust Accounting reports

Flat Fee Pricing Assessment

  • Design of a custom price setting model

  • Analysis of your financial pricing strategy

  • Detailed gross margin analysis by practice area/case type

  • Analysis of relevant retainer and other payment terms.

Employee ROI Analysis

  • Design a custom financial tool that is used for:

    • Planning staffing and hiring

    • Analyzing financial performance by staff member

    • Establishing employee bonus and incentive pay programs

Custom Designed Financial Modeling

  • Financial analysis of all key revenue and cost drivers

  • Custom-designed multi-driver financial modeling tool with auto-update features

  • Integration of Key Performance Indicator reporting with auto-updates

Automated Custom Financial Dashboards

  • Design and build custom financial dashboard tools

  • Connect underlying financial systems to customized financial dashboard tools

  • Create a custom maintenance plan to support dashboard revisions and requests.

Financial Data

Analytics Projects

  • Analyze and define average client value analytics

  • Create staff productivity analysis and reporting tools

  • Accounts receivable and cashflow analysis 

Free Resources

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