One Size Doesn’t Fit All
From early-stage startups to established businesses, our plans scale with your growth - clear, fixed pricing designed around your revenue and needs.
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The Staff Accountant
Monthly Expense Range
$1k - $20k
$1k - $20k
$199 - $799
per month
Plan Features:
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The Controller
Monthly Expense Range $20k - $100k
MOST POPULAR
$899 - $1,599
per month
Plan Features:
Monthly Bookkeeping Service
Annual Tax Support
Basic Advisory Service
30 Minute Monthly Call
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The CFO
Monthly Expense Range $100k - $200K
$1,699 - $2,799
per month
Plan Features:
Monthly Bookkeeping Service
Annual Tax support
Advanced Advisory Service
30 Minute Monthly Call
Quarterly 1:1 Strategy Session
Audit Support
Don't See a plan that suits your needs or are you Looking for assistance with something else?
We're here to assist you! Reach out to us to arrange a complimentary consultation, and we'll explore your specific requirements and how we can support you.
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TESTIMONIAL
"On time. Kind. Understanding. And Under budget. What more could you want from an advisory firm."
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plans
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Review what’s included in each tier and tailor your package with optional services that match your business needs.
The Staff Accountant
$299 - $799
/month
The Controller
$899 - $1599
/month
The CFO
$1699 - $2799
/month
features
Monthly Expense Range
How much your business spends on average, per month.
$1k-$20k
$20k-100k
$100k - $200K
# of Bank/CC Accounts
Business bank accounts only
Up to 3
Up to 6
Up to 9
Chart of Accounts
Basic
Basic
Custom
Basis
Cash
Cash or Accrual
Cash or Accrual
Basic Monthly Reporting
Profit & Loss, Balance Sheet, Statement of Cash Flow
Advanced Monthly Reporting
Everything in Basic + Financial Dashboard
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Budget & Variance Reporting
Everything in Advanced + Budget vs. Actuals Reporting
30 Min Monthly Call
Quarterly 1:1 Strategy
Audit Support
Auditor coordination, request fulfillment, and ongoing audit readiness support.
Annual Tax Package
Annual Management Report, Annual GL Activity, Coordination with chosen Tax Professional
add ons & Extras
Additional Bank Account Reconciliations
Business bank accounts only
$50/Additional Account
Payroll Processing
$75 per pay run
Payroll Set Up with Gusto
$600
Accounts Payable & Accounts Receivable
Billing & Invoicing
Starting at $250
1099 Filing
W9 collection, 1099 preparation and digital filing.
$75 for first 3
Basic Financial Dashboard
Revenue, Expense, Gross Profit Margin, Operating Income, and Net Income Metrics w/ Benchmarks & 6 month Forecast
$199/mo
Custom Financial Dashboard
5 Custom Metrics w/ Benchmarks & 6 month Forecast
$599/mo
Quarterly 1:1 Strategy Session
Review quarterly performance and discuss profitability strategies
$300
Annual 1:1 Strategy Session
Review annual performance and discuss profitability strategies
$500
Clean Up & Catch Up Services: Diagnostic Analysis
Required for all clean up services
$250
New Business Set Up
Businesses <12 months old
$599
Ready to Get Started?
Book a free consultation today and let’s explore how Slate Ridge can support your business with expert accounting that’s accurate, timely, and built around your goals.