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RATES
$200
/
hour
HOURLY RATE
Business consulting by the hour. If the client is better served with project-based pricing, a flat-fee can be negotiated.
$200
/
hour
$400*
/
month
BOOKKEEPING
Recording transactions, reconciling accounts and reviewing receivables. *Pricing may vary due to the number of invoices and accounts to reconcile.
$400*
/
month
$700
/
month
MONTHLY RATE
Includes bookkeeping and business consulting services.
$700
/
month
$600
/
month
BUSINESS COACHING RATE
Private coaching and strategic planning for small business owners and partners.
$600
/
month
$600
/
quarter
QUARTERLY FINANCIAL REVIEW
Review financial statements and provide analysis on P&L (Income Statement), Balance Sheet and Cash Flow Statement.
$600
/
quarter
SMALL BUSINESS CONSULTING
$150
INITIAL CONSULTATION
Understand client's goals and underlying needs. Answer any immediate questions and provide information. Discuss if continued engagement or other services needed.
$150
$750
INITIAL FINANCIAL ANALYSIS
Review financial statements and provide analysis on P&L (Income Statement), Balance Sheet and Cash Flow Statement. Educate client about The Big Three financial statements. Provide analysis and feedback of how business is doing. (Requires client to supply 1-3 years of financial reports, if available).
$750
$100
BUSINESS ENTITY SET-UP
Discuss best business entity that fits your business or if it is time to change entity types. Explain how to secure DBA, LLC and FEIN documents in order to set up business banking accounts.
$100
$2,500
TECHNOLOGY ANALYSIS
Assess current hardware, software and networking infrastructure. Make recommendations on upgrades or improvements based on client business goals and needs.
$2,500
PERSONAL FINANCE SERVICES
FREE OR TRADE
INITIAL CONSULTATION
Understand client goals and underlying needs. Provide answers to questions about personal finance, debt reduction and budgeting. Discuss if continued engagement or other services needed.
FREE OR TRADE
SLIDING SCALE
FINANCIAL ANALYSIS
Create personal balance sheet (net worth) and monthly budget.
SLIDING SCALE
SLIDING SCALE
DEBT CONSULTATION
Review outstanding debts against budget and develop debt reduction plan.
SLIDING SCALE
SLIDING SCALE
HOURLY RATE
Personal finance consulting. Depending on circumstance, will provide personal finance services on sliding scale or for trade.
SLIDING SCALE