Typical Engagement

 
 

Monthly Retainer

Our goal is to achieve a mutual feeling that finopty is a part of the team. Therefore, we prefer to provide services throughout the entire year on a monthly retainer. This creates the best opportunity to intimately learn your business and add value.

The retainer is calculated based on an estimate of hours for services performed on a recurring basis. Hourly Rates are listed below.

 
 

No Commitments

There are no commitments. Our goal is to maximize the retention of our clients not by the length of a contract but rather on the strength of the value we deliver.

Furthermore, while a Monthly Retainer is established annually, it can be revisited and adjusted at any time to make sure it is aligned with your current needs.

Pricing

Tier 1

$100 per hour

  • “Coding” of cash and credit card transactions

  • Preparing A/P Bills and A/R Invoices

  • Processing Payroll

  • Preparing reconciliations that substantiate and document the financial close

  • State Compliance

Tier 2

$150 per hour

  • Financial reporting and analysis

  • Creating budgets and monitoring on/off track

  • Predicting cash and other results via rolling forecast

  • Designing and implementing process solutions

  • Ad hoc projects (Chart of Accounts clean-up, audit prep, etc)