Customized Pricing for Your Business
At XactBalance Financial, we know every business is unique.
That's why we don't believe in one-size-fits-all pricing.
Every engagement begins with a complimentary consultation, where we learn about your business, your goals, and your current financial processes.
From there, we'll recommend the services that best fit your needs and provide a customized proposal with transparent pricing—so you'll always know exactly what's included.
Whether you need monthly bookkeeping, payroll, tax preparation, QuickBooks support, or complete financial management, we'll build a solution that grows with your business.
No hidden fees. No unnecessary services. Just customized financial solutions designed around your business.
What's Included in Our Most Popular Financial Management Package
Every package is customized to your business. Depending on your needs, your monthly financial management services may include:
| Core bookkeeping services | Included |
|---|---|
| Monthly bookkeeping & transaction categorization | ✓ |
| Bank, credit card & loan reconciliations | ✓ |
| Financial statements (P&L, Balance Sheet & Cash Flow) | ✓ |
| QuickBooks Online support | ✓ |
| Compliance and operational support | Included |
|---|---|
| Payroll processing and payroll tax filings (if applicable) | ✓ |
| Accounts payable & receivable support | ✓ |
| Sales tax tracking and filing | ✓ |
| Year-round tax-ready financial records | ✓ |
| Dedicated support & insights | Included |
|---|---|
| Monthly account review and error correction | ✓ |
| Secure client portal for document sharing and communication | ✓ |
| Dedicated bookkeeping team with responsive support | ✓ |
| Ongoing financial insights and guidance | ✓ |
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 and receivable
✔ Sales tax and reporting requirements
✔ QuickBooks support needs
Ready to Simplify Your Business Finances?
Schedule a complimentary consultation with XactBalance Financial and discover how personalized financial support can help your business stay organized, compliant, and positioned for growth.
During your consultation, we'll:
✔ Learn about your business and goals
✔ Review your current financial processes
✔ Answer your questions
✔ Recommend customized solutions
✔ Provide a transparent, no-obligation proposal
Whether you need monthly bookkeeping, payroll, tax preparation, QuickBooks support, catch-up bookkeeping, or complete financial management, we'll build a solution designed specifically for your business.
Experience The Xact Difference.
Let's build a stronger financial future for your business—together.