Transparent pricing for your financial peace of mind
At XactBalance Financial, we believe every business deserves financial services that fit its unique needs. That's why we don't believe in one-size-fits-all pricing or cookie-cutter solutions. Every business is different, so we begin with a complimentary consultation to learn about your company, your goals, and your current financial processes. From there, we create a customized service plan and transparent pricing based on the complexity of your business, transaction volume, and the services you need. Whether you're looking for monthly bookkeeping, payroll, tax preparation, QuickBooks support, cleanup and catch-up bookkeeping, or complete financial management, you'll receive a clear proposal outlining exactly what's included—no hidden fees or surprise charges. Our goal is to provide exceptional value by delivering accurate financial management, proactive communication, and personalized support that helps your business grow. When you partner with XactBalance Financial, you're investing in your business's financial future.
Our most popular financial management package
Our most popular monthly financial management package is designed to give business owners everything they need to stay organized, compliant, and financially confident throughout the year. Every package is customized based on your business size, industry, and financial needs, ensuring you receive the services that are right for you.
| Core bookkeeping services | Included |
|---|---|
| Monthly bookkeeping and transaction categorization | Yes |
| Bank, credit card, and loan reconciliations | Yes |
| Financial statement preparation (P&L, Balance Sheet, Cash Flow) | Yes |
| QuickBooks online support and account maintenance | Yes |
| Compliance and operational support | Included |
|---|---|
| Payroll processing and payroll tax filings (if applicable) | Yes |
| Accounts payable and accounts receivable support | Yes |
| Sales tax tracking and filing | Yes |
| Year-round tax-ready financial records | Yes |
| Dedicated support & insights | Included |
|---|---|
| Monthly account review and error correction | Yes |
| Secure client portal for document sharing and communication | Yes |
| Dedicated bookkeeping team with responsive support | Yes |
| Ongoing financial insights and guidance | Yes |
Who we serve best
Our pricing and service packages are designed for small to mid-sized businesses that value accurate financial records, proactive communication, and a long-term financial partner. We're an excellent fit for business owners who want to outsource their bookkeeping, payroll, tax preparation, or financial management so they can focus on running and growing their business.
We work especially well with:
Service-based businesses, contractors and construction companies, real estate professionals and property management companies, retail and e-commerce businesses, restaurants and hospitality businesses, medical, dental, and wellness practices, law firms and professional service providers, nonprofit organizations, and startups and growing businesses.
Ready for a customized financial solution?
Schedule a complimentary consultation with our team. We'll take the time to learn about your business, understand your goals, and discuss your current financial processes. From there, we'll recommend the services that best fit your needs and provide a customized, transparent quote—without any pressure or obligation. Whether you need monthly bookkeeping, payroll, tax preparation, QuickBooks support, cleanup and catch-up bookkeeping, or complete financial management, we're here to make your finances simpler and your business stronger. Let us show you The Xact Difference in Financial Management and discover how a trusted financial partner can help your business save time, reduce stress, and grow with confidence. We look forward to meeting you!