Decision-Driven Accounting

Fundamentals:
Monthly Accounting

We run the monthly accounting function for businesses that want dependable books, timely financials, and clearer visibility into performance.

See the tiers ↓
Business owner reviewing financials
The gap this solves

Once your business grows, basic bookkeeping is no longer enough.

You need more than categorized transactions and reconciled accounts. You need timely financials, consistent close processes, and reporting that helps you understand what is changing in the business.

You’re the one translating

Financials arrive and you spend an hour trying to figure out if last month was good or bad.

Problems surface late

A margin issue that could have been caught in month three compounds through month twelve.

Tax season is always a scramble

Your CPA sees your books for the first time in March. Every planning opportunity is already off the table.

What changes: You receive financials you can read without a translator. You have a team that knows your business well enough to flag issues before you have to ask.
Already have a bookkeeper or internal accounting staff? Fundamentals is built for businesses that want us handling the full accounting function. If someone on your team is already handling day-to-day transactions, our Fractional Controller Services may be the right fit instead — we review their work, own the monthly close, and stand behind the accuracy of the output. The Financial Clarity Assessment confirms which path makes sense.
Three tiers

Choose how involved you want us to be.

All engagements are fixed-fee monthly retainers. Pricing is finalized after the Financial Clarity Assessment.

Tier 1
Collaborate

Best for businesses with simpler operations that are comfortable staying hands-on.

You categorize your own transactions — we handle the reconciliations and deliver real financials with a plain-language narrative every month. You stay in control of your books and still get professional numbers you can actually use.

$375–$600
/ month · depending on complexity
  • Bank and credit card reconciliations completed after you categorize
  • Standard financial statements (P&L, Balance Sheet) prepared monthly
  • Plain-language financial narrative — what your numbers mean, not just what they are
  • Delivered within 20 days of receipt of all required information
  • Direct email access · 2 business day response
Tier 2 · Most Common
Core

Best for growing businesses that want a fully managed monthly accounting function and regular performance visibility.

You get accurate books, clean financials, and a Monthly Financial Insights Report that tells you what your numbers actually mean — without having to interpret them yourself. Every month, you know where you stand. Every quarter, we talk through it together.

$575–$2,000
/ month · depending on complexity
  • Clean, accurate books every month — we own the full accounting function
  • Every account reconciled so nothing gets missed or misclassified
  • Financial statements in your hands within 15 days of month-end
  • Monthly Financial Insights Report that tells you what your numbers mean
  • Quarterly meeting to review performance and flag what to watch
  • Direct email access · 2 business day response
Tier 3
Concierge

Best for more complex businesses that need faster close timing and more frequent financial touchpoints.

Everything in Core — faster, and with more support. Your most engaged level of ongoing financial partnership.

$900–$2,500 and up
/ month · depending on complexity
  • Everything in Core
  • Financials in your hands within 7 days of month-end
  • Monthly meetings for clients who want more frequent visibility and a shorter feedback loop
  • Reporting designed around your business model and decision-making needs
  • Priority response · 1 business day
Would you like to meet more often?

Additional meetings are available as an enhancement and can be added to any tier. Discuss frequency and format during your Financial Clarity Assessment.

Optional enhancements
Payroll Processing
AP & AR Management
Receipt Tracking
1099 Management
Sales Tax Filing
Tax Preparation
Tax Strategy
Accountable Plan Management
Additional Meetings
Looking for KPIs, forecasting, dashboards, budgets, or cash flow modeling?

These are available through our Financial Advisory Projects, our Fractional Controller Services, and as an add-on to our Fractional CFO service.

Find the right fit for your business.

Every engagement starts with a Financial Clarity Assessment. We’ll confirm the right tier, scope, and fee before any work begins.

Book a 15-minute intro call →