Systems & Reporting Design
*All systems and reporting builds include 1-2 hours of consulting time to review the setup, walk through functionality, and ensure proper implementation.
This service may include supporting schedules such as adjusting journal entry templates (AJES) and other structured Excel or reporting tools used to maintain accurate monthly financial records.
Any additional time beyond the agreed scope is billed at $60 / hour.
Consulting
Retainers
These services are designed to improve financial clarity, streamline internal processes, and provide consistent visibility into business performance. This is ideal for businesses needing organized reporting frameworks, reconciled data, and reliable financial systems.
5 Hour Monthly Retainer
$250
Chart of Accounts Creation / Redesign
Complex Entries / Reports
Standard AJES Sheets / Month End Checklist
Workpapers / Mapping Design
System Procedures / Documentation
KPI / Dashboard Design
Month End Workflow Design / Documentation
10 Hour Monthly Retainer
$400
Services Included Within Retainer Hours
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