Month-End Close Support Packages
Month-End Close Support
Packages are based on monthly close complexity and level of support needed. This is ideal for businesses that require consistent month-end financial reporting and reconciliation.
Basic Entries
Essential
$600
1-5
Income Statement Review
1-2
Complex Entries
Basic
Bank Reconciliations
Vendor/Customer Reconciliations
1
1
Growth
$1,200
5-9
3-4
Basic
2-3
2
Professional
$1,800
10-14
5-6
Enhanced
3-4
3
Enterprise
$2,400
15-19
7-9
Enhanced
4-5
4
*All package prices are billed per month. Numbers noted reflect monthly pricing unless otherwise specified.
Basic Reports
Ledger Account Reconciliations
Complex Reports
Workpapers
Consulting/Review Hours
1
3
1
X
1
Essential – For small companies just getting started with monthly financial reporting and basic bookkeeping support.
Growth – For small to mid-size companies building consistent month-end close processes and reporting structure.
Professional – For companies with more complex revenue and expense allocations
requiring detailed month-end close support.
Enterprise – For larger companies needing full month-end close management,
detailed review, and advanced reporting support.
2
4-5
2-3
X
2
Ad hoc reports, entries, and reconciliations are available upon request.
Basic entry – Simple one-line accruals (e.g., bonus accruals, prepaid expenses).
Complex entry – Allocated or multi-location entries (e.g., prepaid expenses split across departments).
Basic report – Standard financial reports (e.g., income statement, balance sheet).
Complex report – Advanced schedules and reconciliations (e.g., fixed asset schedules, rent reconciliations,
multi-entity reporting).
3
6-7
4-5
X
3
4
8-10
6-7
X
4
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