Reporting & Data Modeling
Tailored Reporting Solutions for Every Business Need
$499
/per month
Essential Package
Basic Financial Reporting
Basic KPI Tracking
Data Integration Setup (Single System)
3 SOPs and Policy Implementation
3 Customizable Templates
Email Support
$999
/per month
Advanced Package
Dynamic Financial Reporting & Dashboard
Comprehensive KPI Analysis
Multi-System Data Integration (e.g., Shopify, QuickBooks)
Enhanced SOPs and Policy Implementation
Zoom and Email Support
Popular
$1499
/per month
Enterprise Package
Advanced Financial Reporting
Advanced KPI & Trend Analysis
Near Real-Time Dynamic Dashboards
Full System Integrations (e.g., NetSuite, Xero, QuickBooks)
Comprehensive SOPs, Policies, and Workflow Optimization
Phone and Email Support
$$$$
Custom
Tailored Package
Custom Financial and KPI Reporting
Personalized Dashboard Solutions
Comprehensive System Integrations
Business Consultations
Full SOPs, Policies, and Custom Workflow Solutions
Custom Services as per Client Requirements
Priority Support
Accounting & Bookkeeping
Choose the Right Bookkeeping Plan for Your Business
$249
/per month
Starter Package
Receipt Management
Income Categorization
Bank Reconciliation
Financial Reporting
5 Hours included
Popular
$499
/per month
Business Package
Receipt Management
Income Categorization
Bank Reconciliation
Financial Reporting
10 Hours
Bill Pay
$999
/per month
Comprehensive Package
Receipt Management
Income Categorization
Bank Reconciliation
Financial Reporting
20 Hours
Bill Pay
Annual 1099s Preparation
Add-Ons Services
$225
/per hour
Fractional CFO
Revenue Projections
COGS Budget
Headcount Budget
Payroll Budget
Non-Payroll Budget
$125
/per hour
Historical Bookkeeping Clean-up
Retroactive Financial Clean-up
Income Categorization
Bank Reconciliation
Financial Reporting