Solutions Designed Around Your Business
FINANCE 360 offers flexible service tiers, including QuickBooks optimization, bookkeeping, and strategic financial management — designed to help navigate your business at every stage.
Solutions Designed Around Your Business
FINANCE 360 offers flexible service tiers, including QuickBooks optimization, bookkeeping, and strategic financial management — designed to help navigate your business at every stage.
QuickBooks Online Assessment
Build a cleaner, more reliable financial foundation with a one-time QuickBooks Online review. Backed by the expertise of a Quickbooks Pro Advisor, we’ll identify inaccuracies, optimize your setup, and provide practical recommendations to help you get more from QuickBooks.
Includes:
QuickBooks Online configuration review
Detailed written assessment report
30-minute one-on-one consultation
Step-by-step action plan
3-business-day turnaround
Foundation Bookkeeping
Reliable monthly bookkeeping that keeps your books accurate, organized, and up to date — so you always know where your business stands. Ideal for business owners who want dependable financial support and clear reporting without the stress of managing it themselves.
Every Foundation plan includes:
Transaction recording and categorization
Monthly bank and credit card reconciliations
Live accounting software monitoring
Monthly Profit & Loss and Balance Sheet reports
48-business-hour email and phone response
Quarterly financial review call
Dedicated QuickBooks Online support liaison
Plans and Pricing
Plans
Starter
From $850/month
Ideal for solopreneurs, freelancers, and businesses with lower transaction volumes.
Growth
From $1,200/month
Designed for small businesses with multiple accounts and moderate transaction activity.
Established
From $2,000/month
Best for higher-volume businesses requiring payroll coordination, accounts payable/receivable support, and comprehensive reporting.
Cash Flow Management & Fractional Controller Services
Go beyond bookkeeping with strategic financial guidance designed for growing businesses. Gain greater visibility into your cash flow, proactive planning to support future growth, and insight to help you chart an informed financial course — without the cost of hiring a full-time controller.
Includes everything in Foundation, plus:
Budgeting and forecasting
Cash flow monitoring and projections
Financial process documentation
Strategic financial oversight
Dedicated QuickBooks Online support liaison
Explore Additional Services
Bookkeeping Software Review & Setup
Receive expert guidance selecting, setting up, and optimizing bookkeeping software for your business, whether you’re starting fresh or transitioning to a new system.
Bookkeeping Cleanup & Catch-Up
Bring overdue or disorganized books up to date with project-based cleanup services that restore accurate financial records and improve reporting.
Payroll Administration
Simplify administration with support for payroll processing, tax filing coordination, and direct deposit management. Available as an add-on service for active bookkeeping clients.
Vendor Management
Keep vendor payments organized and on schedule with support for vendor records, accounts payable, and payment coordination. Available as an add-on service for active bookkeeping clients.