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Services & Pricing

Every business is different. Our pricing is flexible and based on the size of your business, the complexity of your needs, and the level of support you need.

Packages below are starting points and can be customized for you.

1

Bookkeeping & Financial Reporting

Keep your books accurate and up to date with clear monthly financial reporting.

  • Daily/weekly bookkeeping
  • Bank & credit card reconciliations
  • Accounts payable & receivable support
  • Monthly financial statements
  • Month-end close
  • Financial reports & summaries

Starting at

$350/month

Pricing based on monthly transaction volume and complexity.

2

Financial Statement Review & Cleanup

We clean up the past so you can move forward with confidence.

  • Review of financial records
  • Cleanup of inaccurate or incomplete books
  • Reconciliation of accounts
  • Adjusting entries as needed
  • Updated financial statements
  • Summary of findings & recommendations

Starting at

$750

One-time project fee. Pricing based on the extent of cleanup needed.

3

Fractional CFO & Financial Advisory

Get experienced financial guidance without the cost of a full-time CFO.

  • Budgeting & cash flow forecasting
  • Budget vs. actual analysis
  • Profitability & KPI analysis
  • Financial planning & strategy
  • Monthly strategy meetings
  • Ongoing financial guidance

Starting at

$1,250/month

Pricing based on the level of involvement and business complexity.

4

Loan Package Preparation

We organize your financial information and build a strong package lenders want to see.

  • Financial statement review
  • Historical financial analysis
  • Cash flow projections
  • Debt schedule
  • Sources & uses
  • Executive summary & supporting docs

Starting at

$850

One-time project fee. Pricing based on the complexity of the request.

5

Bank Finance Consulting

We help you understand your financing options and prepare for the bank.

  • Review of financial position
  • Financing needs assessment
  • Debt structure analysis
  • Cash flow & debt service analysis
  • Lender meeting preparation
  • Guidance on financing strategy

Starting at

$150/hour

Billed hourly or as a monthly retainer depending on your needs.

Flexible. Personal. Focused on you.

We know no two businesses are the same. That's why we tailor our services to fit your goals, your industry, and your stage of growth. Let's build a plan that works for you.

  • Custom packages available
  • No long-term contracts
  • Scalable as your business grows
  • Transparent pricing

Ready when you are

Start with a free consultation, or tell us what you need.

Micah@MontgomeryBFS.com