Dynamic Pricing Package | Outsourced CFO Services

Landscaping

Interior designer

Agriculture

Health & fitness

Media & entertainment

Dynamic

pricing package

Ideal for bustling businesses with up to 200 transactions and four bank accounts, this package enables a proactive approach to financial management.

Dynamic

Pricing package

what's included?

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Dynamic

Pricing package

what's included?



Our pricing packages are flexible to meet your unique business needs. Take a look at the additional add-ons. Email us if you have any questions we’ll be happy to help!

$

950

^/mo

*Price varies based on individual needs.

150

–

200

monthly transactions

4

bank/credit accounts

transaction entry

Every detail of your financial transactions are captured and entered into your books or accounting software.

account reconciliation

We'll reconcile your accounts to be sure that your financial records are accurate and will resolve any discrepancies.

journal entries

Rest easy knowing that your transactions will be recorded accurately to keep you organized and compliant.

receipt tracking app

We set you up with a receipt tracking app eliminating the need for paper storage and manual data entry.

1 app integration

We will integrate a single app of your choosing to make your processes streamlined.

monthly financial & management reporting

These statements provide a snapshot of your company's financial activities and help you assess its financial health.

monthly financial recap video call

In a video call we’ll walk you through your financial recap and answer your questions. Walk away with a clear understanding of your books.

class & budget tracking

We’ll work with you to create a budget that outlines expected income, expenses, and financial goals over a specified period.

financial and accounting advisory

Whenever you need it, schedule time on our calendar and we'll help you get what you need.

management and leadership support

When you've got leadership or managerial questions we've got HR experience that can support your business moving forward.

package add-ons

Your pricing package can be customized with add-ons to give you additional flexibility.

1099 processing

$150 + $25 per form

Monthly invoicing

volume based

HR Support

$350

Monthly

"We started working together when my Quickbooks file crashed and I lost 2.5 years worth of accounting records. Krissy helped by recovering and re-entering the data. She's been helping me ever since. Krissy is honest, trustworthy, knowledgable, dependable, and easy to work with. I can fully recommend her for bookkeeping services. She knows how to operate the systems and she's an excellent communicator. highly recommended!"

our capabilities

the experience you expect

With over twenty-five years of working in corporate finance and accounting, managing accounting teams, and serving in leadership roles, our team brings a great deal of expertise and care to our work with clients.

Bookkeeping & accounting

CFO & controller services

HR & payroll

Process & training

Meet our team

krissy

CFO & controller

melissa

accounting manager

jessica

bookkeeper

molly

Bookkeeper

indigo

bookkeeper

our process

accounting in 6 simple steps

1

goal alignment

In this first meeting we want to get to know you and your business goals. It’s about whether or not we’re a good fit for you.

2

high-level analysis

We’ll take a look at a high-level analysis of your accounts with you and determine what options are best for your business.

3

in-depth review

There’s a one time set-up fee that will get you a more thorough review of your accounts. This will give you a clear and concise understanding of your accounting.

4

onboarding & training

We’ll get everyone set-up with software and invited. In addition, we’ll conduct an onboarding meeting to go over software and training with your team.

5

clean-up

We will organize, reconcile, and correct any financial records to ensure accuracy and completeness. It involves reviewing and rectifying any errors.

6

monthly upkeep

Upkeep focuses on preventing errors and maintaining the accuracy of financial records over time. It involves ongoing work to ensure your accounting runs smoothly.

Click & drag

Dynamic

package Benefits

tailored financial guidance

Get expert financial guidance tailored to your industry for business growth, leveraging professional expertise to make informed decisions and optimize financial management.

make impactful financial decisions

Achieve better control over finances through advanced tracking features such as a receipt tracking app, class and budget tracking, and app integration, allowing you to make data-driven decisions and identify areas for improvement.

monthly financial recap zoom

Receive personalized financial insights through monthly financial zoom recaps, where you can discuss your specific concerns and receive customized recommendations to support your business goals.

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enter your email for our pricing pdf

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we help our clients in many different ways...

She Shreds Media was able rock out and be less stressed because of the painless process.

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"TenKey is amazing and is the exactly the kind of support we were looking for at She Shreds Media. They make the budgeting and accounting process accessible and painless."