Customized Pricing for Your Business
Every business is different—and your bookkeeping and financial support should reflect that.
At XactBalance Financial, we start with a complimentary consultation to learn about your business, your current bookkeeping, what isn't working, and what kind of support you actually need.
From there, we'll recommend the services that make sense for your business and provide a clear proposal so you know what's included before we get started.
Whether you need ongoing monthly bookkeeping, QuickBooks cleanup and catch-up, payroll support, tax preparation, or more comprehensive financial management, we'll build a solution around your needs.
No paying for services you don't need. No guessing what's included. Just straightforward pricing and financial support designed around your business.
Ready to talk about your books?
Schedule Your Complimentary Consultation
What's Included in Our Customized Financial Management Services
Every package is customized to your business. Depending on your needs, your monthly financial management services may include:
| Core bookkeeping services | Based on Package |
|---|---|
| Monthly bookkeeping & transaction categorization | ✓ |
| Bank, credit card & loan reconciliations | ✓ |
| Financial statements (Profit & Loss and Balance Sheet) | ✓ |
| QuickBooks Online support | ✓ |
| Month-end account review | ✓ |
| Compliance and operational support | Based on Package |
|---|---|
| Payroll processing & payroll tax filings | ✓ |
| Accounts payable & accounts receivable support | ✓ |
| Sales tax tracking & filing | ✓ |
| 1099 preparation & filing | ✓ |
| Year-round tax-ready financial records | ✓ |
| Dedicated support & insights | Based on Package |
|---|---|
| Financial report review | ✓ |
| Cash flow insights | ✓ |
| Ongoing bookkeeping support | ✓ |
| Questions and communication throughout the month | ✓ |
| Financial guidance based on your business needs | ✓ |
How We Build Your Customized Proposal
Every business is different, so we consider several factors when creating your personalized pricing proposal, including:
✔ Number of monthly transactions
✔ Number of bank and credit card accounts
✔ Payroll requirements
✔ Business entity type
✔ Industry-specific needs
✔ Catch-up or cleanup bookkeeping
✔ Accounts payable & receivable support needs
✔ Sales tax and reporting requirements
✔ QuickBooks support needs
Ready to Simplify Your Business Finances?
Schedule a complimentary consultation with XactBalance Financial to discuss your business, your current bookkeeping, and the financial support you need.
During your consultation, we'll:
✓ Learn about your business and goals
✓ Review your current bookkeeping and financial processes
✓ Answer your questions
✓ Identify the services that fit your needs
✓ Provide a clear, no-obligation proposal
Whether you need monthly bookkeeping, payroll support, tax preparation, QuickBooks cleanup and catch-up, or more comprehensive financial management, we'll create a solution based on your business.
Experience the Xact Difference.
Let's get your books organized, your numbers clear, and your business moving forward with confidence.