Month-End Close and Bookkeeping Packages | Strategic Business Services

Silver

Essentials

$650/month

For simpler books that need consistent reconciliation and monthly statements.

Recommended Gold

Complete Close

$1,500/month

For established businesses that need a full documented close and balance sheet review.

Platinum

Controller

$3,000/month

For higher-volume businesses that need controller ownership, profitability reporting and analysis.

Detailed comparison

Compare what is included

Use the detailed table for scope. The three summaries above are the fastest way to choose where to start.

Silver, Gold and Platinum package comparison
Feature	Silver: Essentials	Recommended Gold: Complete Close	Platinum: Controller
Plan fit
Starting at	$650/month	$1,500/month	$3,000/month
Built for	Simple, single-entity businesses	Established service and ecommerce businesses with moderate volume	Higher-volume, multi-channel or multi-entity businesses
Volume	About 100 transactions/month, 2–3 bank/card accounts, 1 entity	About 250 transactions/month, up to 6 accounts, up to 2 channels or processors, 1 entity	About 500 transactions/month or 2 entities, up to 4 channels
Monthly close
Monthly categorization and reconciliations	Included	Included	Included
Monthly P&L, balance sheet and cash flow	Included	Included	Included
Close depth	Basic month-end close	Full documented close checklist, with accruals and deferrals where needed	Controller-owned close, reviewed and signed off by your named controller
Balance sheet account review and supporting schedules	Not included	Included	Included
AR/AP aging and payroll journal review	Not included	Included	Included
Prior-period comparison or budget vs. actual	Not included	Included	Included
Reporting and oversight
Profitability and KPI reporting (by product line, channel or location)	Not included	Not included	Included
Ecommerce	Not included	Payout-to-bank reconciliation (up to 2 channels), sales-tax liability roll-forward tracking	Gold, plus COGS and inventory review
Controls and process review	Not included	Not included	Quarterly
Lender and investor reporting support	Not included	Not included	Included
Year-end tax-ready handoff to your CPA (incl. 1099 data)	Included	Included	Included
Client portal	Included	Included	Included
Service and support
Review meeting	Quarterly call	Monthly, 45–60 minutes	Monthly analysis, 60 minutes
Support response	Within 2 business days	Within 1 business day	Same business day
Named controller	Not included	Not included	Included

Recommended

Gold: Complete Close

Starting at: $1,500/month
Built for: Established service and ecommerce businesses with moderate volume
Volume: About 250 transactions/month, up to 6 accounts, up to 2 channels or processors, 1 entity
Monthly categorization and reconciliations: Included
Monthly P&L, balance sheet and cash flow: Included
Close depth: Full documented close checklist, with accruals and deferrals where needed
Balance sheet account review and supporting schedules: Included
AR/AP aging and payroll journal review: Included
Prior-period comparison or budget vs. actual: Included
Profitability and KPI reporting (by product line, channel or location): Not included
Ecommerce: Payout-to-bank reconciliation (up to 2 channels), sales-tax liability roll-forward tracking
Controls and process review: Not included
Lender and investor reporting support: Not included
Year-end tax-ready handoff to your CPA (incl. 1099 data): Included
Client portal: Included
Review meeting: Monthly, 45–60 minutes
Support response: Within 1 business day
Named controller: Not included

Not sure which plan fits?

Book a Month-End Close Review

Need something different? Multi-entity consolidation, very high volume and complex structures are quoted individually.

How pricing works

What does "starting at" mean?

Your fee depends on transaction volume, number of accounts, sales channels, entities, payroll and AP activity, and the condition of your books. We confirm your price in writing after your review.

How do you count transactions?

For ecommerce, we count payout-level summaries from each platform, not individual orders, so a busy store isn't penalized for order count. Other businesses are counted by bank and card transactions.

What if I go over my plan's volume?

Overages are quoted in 50-transaction blocks, agreed in your engagement letter. We'll also tell you if it makes sense to move up a tier.

When will my books be closed each month?

We document your close timeline at onboarding, based on your business and your records. Timing depends on receiving complete records from you.

Are software subscriptions included?

No. QuickBooks, Xero, and related tools are billed separately and stay in your name.

Is cleanup included?

Catch-up and cleanup work is scoped and quoted separately.

What's the term?

Plans begin with a 90-day initial term, then continue month to month with 30 days' notice.

Do you offer other services?

Yes: payroll processing support, AP bill management, extra channel or entity reconciliation, budgeting and forecasting, onboarding, and fractional CFO consulting. All are scoped and quoted.

Do you handle sales tax filings?

We track sales-tax liability and coordinate with your CPA or filing service.

Start with a review.

We'll look at your books and your close process and recommend a plan.