Work With Kelsey Business Services
Financial Foundations Intensive
$1,200 one-time
Best for businesses with:
👉 Under $15,000 in average monthly expenses
👉 Simple financial activity and limited integrations
Includes:
- Bookkeeping oversight to stabilize accounts
- Review of financial systems and workflows
- Basic KPI dashboard (revenue, expenses, profit)
- Clear recommendations for next steps
- Limited email support for bookkeeping questions
Monthly Financial Management
Most Popular
$850/month
Ideal for businesses with:
👉 $15,000–$50,000 in average monthly expenses
👉 Consistent financial activity and growing complexity
Includes:
- Monthly bookkeeping oversight
- Full KPI dashboard (margins, cash flow, labor %)
- One 60-minute monthly financial review call
- Quarterly 12-week cash flow forecasting
- Quarterly budget vs. actual reporting
- Basic system optimization and automation
Fractional CFO/Strategic Finance Partner
Starting at $1,500 per month, per entity
Designed for businesses with:
👉 $50,000+ in average monthly expenses
👉 Multiple entities, payroll-heavy teams, job costing, or integrated systems (service management apps, inventory, complex payroll)
Includes:
- CFO-level review and financial oversight
- Advanced financial dashboards with rolling forecasts
- Monthly strategy sessions focused on case, margins and growth decisions
- Monthly budget vs. actual analysis
- Quarterly planning workshops to align financials to business goals
- Annual budgeting and long-range planning
- Priority support
Note:
- Pricing reflects transaction volume and system complexity
- Limited capacity to ensure quality
- Scope reflects financial leadership and strategic guidance. Transaction-level work, tax filing, and operational management are not included.
All services require an active QuickBooks Online subscription.
The subscription is not included in service pricing and must remain active for the duration of the engagement.
As a QuickBooks ProAdvisor, we can assist with setup and may offer discounted subscription options when available. Final pricing may adjust based on transaction volume, number of entities, and system integrations.
Kelsey Business Services 