Every client’s needs are different. Therefore every client is priced accordingly. I offer a flat monthly, quarterly, or annual fee.

Below are examples of customized service packages with pricing.

Customized Package Examples

  • Example 1

    Client #1 - is looking for help with the ongoing task of Accounts Payable - paying the company’s bills on a weekly basis - the average number of bills to pay each week is 5. Also, the client is looking to cut expenses and would like to have a spreadsheet listing at least 3 other possible vendors with a side-by-side comparison of prices, quality, delivery time and customer service.

    Price - $200 mo. for the Accounts Payable service, plus $175 one-time for the Vendor Comparison (or each time a Vendor Comparison is requested)

  • Example 2

    Client #2 - needs an Accounts Receivable service, sending invoices to customers each week with dedicated follow up for payments; applying payments to the customer invoices and sending the customers receipts.

    Price - $200 mo.

  • Example 3

    Client #3 - would like monthly Profit & Loss Statements - Month End Reports - showing what money came in and what went out for the month, along with the 2 previous months reports as a comparison. The client would also like a 30 min phone meeting each quarter to discuss the business expenses.

    Price - $75 mo.

  • Example 4

    Client #4 - is requesting Profit & Loss Statements - Month End Reports only each quarter, summarizing Income and Expenses.

    Price - $75 each quarter

  • Example 5

    Client #5 - needs expenses and income categorized each week and also bank and credit card statements reconciled each month (currently has 1 credit card and 2 bank accounts). Reorganization of the Chart of Accounts is needed as well, creating several sub-accounts to further breakdown the transactions.

    Price - $200 mo. for the Categorizing and Reconciling services, plus $300 one-time for the Chart of Accounts services.

  • Example 6

    Client #6 - needs Catch Up Services from the beginning of the calendar year (8 months) which include finishing the categorization of bank feeds, and doing the reconciliation of the bank statement. After the catch up is done, regular weekly / monthly Categorization and Reconciliation, along with Month End Reports is needed.

    Price - $400 one-time for the Catch Up Service, plus $250 mo. for the BASIC PACKAGE which includes monthly Categorizing, Reconciling and Month End Reports.

We can work together to create a customized plan package to best suit your business needs…and your budget!