Explore Our Packages
Start with a financial plan tailored to your needs, with the expertise and flexibility to grow alongside your business.
Choose a Package
Starter
Starting at
$750
Best for businesses who wants to keep their books in order and remain compliant.
Essential
Starting at
$2,000
Best for businesses who wants to align with industry best practices and lay a strong foundation for growth.
Elite
Starting at
$3,000
Best for companies who want to maximize on profit and continue scaling.
How Our Pricing Works
One-time
Onboarding Fee
Sets up your chart of accounts, software connections, and reporting systems.
One-time, if needed
Cleanup Fee
Brings backlogged or disorganized books current before ongoing service begins.
Ongoing
Monthly Flat Fee
Covers your package with no surprise hourly billing.
Starting at $1,000 / $2,000 / $3,000
ACCOUNTING SERVICES
| Bank And Credit Card Reconciliations | |||
| Payroll | Posting Only | Payroll Processing | Payroll Processing |
| Loan Tracking | |||
| Accounting Basis | Cash, Annual Accruals | Cash Or Accrual | Cash Or Accrual |
| Vendor Bill Payments | |||
| Employee Expense Reimbursements | |||
| Job Costing And Class Tracking | |||
| Customer Invoicing & Collections | |||
| Payroll And Insurance Audits |
REPORTING & SUPPORT
| Dedicated Account Manager | |||
| Managing Accounting Inbox | |||
| Monthly Financial Reports | |||
| Month-End Close | Standard | Priority | Express |
| Performance Reports | Email Delivery | Monthly Zoom | Weekly Calls As Needed |
| Custom Dashboards & Executive Reporting |
|||
| Annual Budget Preparation Support | |||
| Budget To Actual Reporting | |||
| Cash Flow Management |
Add-on Services
Historical Clean-up
Software Migration
Staff Training
Developing Business Processes
Annual Audit and Review Support
1099 Issuance and Compliance
Cash Flow Forecasting
Payroll Setup
Sales Tax Filing
Need Help With The First Step?
Our team of experts can help you with a custom solution that fits your needs.
Not sure which package fits?
Every business is a little different. Tell us a bit about your business and we’ll put together a quote built around your actual scope, not a generic tier.
The CedarRock Approach
Our accounting and financial services are more than a transactional partnership. They are a collaborative, value-driven relationship. Three key principles underpin our client approach:
People-first
Customized Solutions
Technology-Driven
What Our Clients Value Most
CedarRock Advisory Group takes care of all our accounting from beginning to end on a daily basis. The workflow is outstanding. I have to say that working with them CedarRock has been extremely smooth.
They are willing to help in many ways and customize programs and processes according to our company’s needs.
Evan Seltzer,
Director of Business Development
Reliable 1 Laboratories LLC
Together, we can achieve your financial goals
FAQs
How long am I committed to a package?
There’s no long-term contract. We ask for 60 days’ notice to cancel or downgrade, which gives us time to hand off cleanly and gives you time to plan the transition.
What’s included in the onboarding fee?
Onboarding covers setting up your chart of accounts, connecting your software and bank feeds, and configuring the reporting systems your package includes. It’s a one-time cost, separate from your monthly fee.
Can I change packages later?
Yes. As your business grows, we can move you to a higher package, or scale back if your needs change.
How is the monthly fee billed?
Your monthly fee is flat, based on your package, not billed hourly.
What if I’m not sure which package I need?
That’s what the discovery call is for. We’ll look at your current setup and recommend the package that actually fits, not the one that’s easiest to sell.