Services and Pricing

Support that meets you where you are.

Transparent starting ranges for ongoing financial management, focused projects, and custom consulting.

Monthly Packages

Consistent financial support.

Choose the level of support that best matches your organization. Final pricing depends on transaction volume, complexity, reporting requirements, and scope.

Financial Foundation

Basic

$250 to $500/month

Designed for very small businesses building a strong financial foundation.

  • Monthly bookkeeping
  • Bank reconciliation
  • Credit-card reconciliation
  • General ledger maintenance
  • Basic financial statements
  • Monthly financial review
  • Agreed monthly transaction volume
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Fractional Controller

Premier

$1,000 to $2,000+/month

Designed for organizations requiring more sophisticated financial management.

  • Everything included in Growth
  • Financial forecasting
  • Financial planning
  • Internal-control review
  • Audit coordination
  • Month-end and year-end close
  • Management reporting
  • Financial strategy
  • Regular management meetings
  • Advanced financial analysis
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Tailored Services

Custom

Custom Quote

Designed for clients who need services from multiple packages or specialized financial support.

  • Customized service combination
  • Bookkeeping and reporting
  • Budget and forecasting support
  • Audit preparation
  • Internal-control consulting
  • Financial-system consulting
  • Specialized financial analysis
Discuss Your Needs

Initial creation of financial books and the chart of accounts is priced separately as a project-based service.

Project-Based Consulting

Focused expertise when you need it.

Engage Carson Financial Services for a specific financial need without committing to an ongoing monthly package.

Budget Analysis $500 to $1,500
New Company Financial Books Creation $500 to $2,000
Audit Preparation $750 to $2,500
Internal-Control Review $500 to $2,500
Financial System or Process Review $500 to $2,500
Financial Forecasting Model $500 to $2,500
Financial Cleanup $500 to $2,000+
Staff Training $500 to $2,000
Hourly Financial Consulting $40/hour
Other Consulting Projects Custom Quote

Project pricing varies based on organizational size, transaction volume, complexity, reporting requirements, and final scope.

Custom Project Approach

The right combination of services.

Your financial needs may not fit neatly inside one package. Carson Financial Services can combine the appropriate services into one customized engagement.

Request a Custom Quote

A custom engagement may include:

Bookkeeping, general ledger maintenance, budget analysis, financial reporting, and consulting combined into one coordinated scope.

  • Bookkeeping
  • Financial reporting
  • Budget analysis
  • Financial forecasting
  • Audit preparation
  • Internal controls
  • Financial-system support
  • Staff training

Your personalized quote will be based on the services required, project complexity, transaction volume, estimated hours, reporting needs, and level of financial analysis.

Platform Experience

Tools that support the work.

QuickBooks

Bookkeeping, reconciliations, general ledger maintenance, reporting, cleanup, and small-business accounting.

Microsoft Excel

Financial modeling, budgeting, forecasting, variance analysis, dashboards, and management reporting.

PeopleSoft

Enterprise financial management, general ledger, budgeting, reporting, workflows, and analysis.

BAI Municipal

Municipal and fund accounting, budgeting, accounts payable, purchasing, reporting, and audit support.

Not Sure What You Need?

Start with a conversation about your financial goals.

Tell us what is working, what feels unclear, and where your organization needs additional financial support.

Request a Consultation