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Basic Accounting

Ideal for small businesses looking for cleaner books and more methodical processes

- Review books/cleanup

- Perform month-end close

- Provide P&L each month with overview

- Monthly balance sheet review to include accounts payable/receivable analysis

- Provide tax support for small organizations (additional fee for pass-through return costs)

- Starting at $600/month with a one-year commitment, with possible additional charges in initial clean-up phase

Advanced Planning/Accounting

Ideal for growing small to mid-sized businesses looking to understand and manage their growth.

- Basic month-end functions and P&L with commentary, included in basic accounting package.

- Budgeting/planning support

- Weekly meetings to discuss ongoing business issues, provide support and financial analysis

- Support for board meetings/presentations

- Starting at $1500/month with one-year commitment

Special Projects

Looking to complete a special project?

- Get a review of your books/business model with recommendations?

- Get a financial model?

- Build a Power BI dashboard?

- Complete a large one-time cleanup?

Inquire for a a specialized quote and recommendations.

Learn more!

821 E Washington Ave, Suite 200

Madison, Wisconsin 53703


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