From straightforward monthly books to a more complete close and financial oversight. Choose a starting point, then define the right scope for your business.
Start with a free initial 30-minute consultation to discuss your accounting needs.
Start with the level of support you need. Monthly Books and Business Accounting show starting fees for the scopes below; Controller Support is quoted after a conversation about your needs.
For a straightforward, single-entity service business that needs clean, consistent monthly books.
Up to 3 bank/card accounts and 150 transactions per month. One entity, with clean cash-basis books.
No inventory or payment processing in this package.
For a business that needs a fuller monthly close, stronger accounting and useful financial context.
Up to 5 accounts and 300 transactions per month. One entity, with limited complexity.
AP/AR reconciliation does not include paying bills or chasing customer payments.
For businesses that need stronger oversight, forward-looking reporting and a scheduled financial review.
We’ll discuss your reporting, forecasting and review needs before preparing a personalized quote.
Defined controller support, not unlimited fractional-CFO access.
Starting fees are scope-dependent. We price by transaction volume, accounts and complexity—not revenue alone.
More complex needs? Revenue recognition, inventory, multi-entity reporting and hands-on finance operations require an expanded custom quote.
The packages build from a monthly financial foundation to a fuller close and scoped oversight. The reporting should match the decisions you need to make.
Transaction categorization, reconciled bank and card accounts, and a monthly P&L and balance sheet, with a year-end accountant handoff.
Appropriate accrual adjustments, supporting fixed-asset and loan schedules, AP/AR reconciliation and concise management commentary.
Budget-to-actual reporting, a scoped cash-flow forecast and KPIs, brought together in a scheduled monthly review.
Before the monthly routine begins, we review the condition of your books and the work involved. Onboarding and historical cleanup are distinct from the recurring engagement.
Request a free consultationThe starting onboarding fee is separate from your monthly package.
A separate project, quoted after inspecting the books.
Separately disclosed, so you know which software costs apply.
Services can be combined on one monthly bill, with each scope priced explicitly.
Reconciling payables and receivables does not mean paying bills, sending invoices or chasing customers.
Complex revenue recognition, inventory, multi-entity reporting and hands-on finance operations require a custom quote.
We review scope after 90 days and annually, and agree fee changes before extra work.
The stated starting scope for that package. Monthly Books starts with up to 3 bank/card accounts and 150 transactions per month for one straightforward service entity with clean cash-basis books. Business Accounting starts with up to 5 accounts and 300 transactions per month for one entity with limited complexity. We confirm your actual volume and complexity before agreeing the scope and fee.
No. Reconciliation is accounting work, not payment execution or customer follow-up. Bill pay and invoicing are separately quoted services; chasing customer payments is not included in the AP/AR reconciliation scope.
Yes. Monthly Books includes a year-end accountant handoff, and we can coordinate with your existing CPA where appropriate. Tax preparation and planning are separately scoped and quoted if you would like Boardroom to handle that work. Explore tax services →
Onboarding starts at $1,000 and is separate from the monthly package. Historical cleanup is a separate project quoted after we inspect the books. Software subscriptions are separately disclosed.
We review scope after 90 days and annually. If volume, complexity or the work required changes, we agree fee changes before extra work. Controller Support is scoped oversight, not unlimited fractional-CFO access.
Tax preparation and planning are quoted separately, so your accounting and tax scopes remain clear even when billed together.