Growth Pricing and Features

This is meant for business with revenues between $1.5 million -$5 million per month and transaction volume between 200-500 per month.

Growth Pricing

Monthly Cost: Starting at $1,500 – $7,500
Designed for scaling businesses with more complex operations, our Growth pricing reflects increased transaction volume, multi-system coordination, and higher financial oversight needs. We tailor our support to match the pace of your expansion, offering reliable, fixed-fee services that evolve with your business.

Growth Features

Services

  • Accrual-basis Bookkeeping (US GAAP or IFRS)
  • Account Receivable/Account Payable- Monthly
  • Expense/Cash Disbursement Cycle
  • Revenue/Billing and Receipts Cycle
  • Month-End Close and Reconciliation
  • Tax and Audit Support- Federal + 3 states
  • Sales/Use Tax Support- Quarterly (3 states)
  • Revenue Recognition
  • Cash Flow Management
  • Payroll Cycle- Accounting
  • Client/Job Profitability Analysis- Job Costing + GP Analysis
  • Inventory Reconciliation- Quarterly Inventory Reconciliation

Finance & Reporting

  • Balance Sheet and Income Statement Report- 2 views
  • Statement of Cash Flow
  • Equity Accounting- Annual Cap Table Reconcile
  • Personalized KPI Dashboard- 10 KPI views
  • Forecasting and Budgeting- Annual Review
  • Budget-to-Actual Analysis- Quarterly
  • Controller Meetings- Weekly
  • CFO Meetings- Monthly
  • Profitability and Operational Analysis- Quarterly
  • Multiple Entities and Consolidations- Reporting Only
  • Strategic Planning & Goal Alignment- Annual
  • Systems and Processes Analysis & Optimization- Annual
  • Attend Board Meetings- Annual
  • Special Projects- Extra Fee

* Prices vary based on company complexity and financial team integration.

**OmniVista Advisors has special preferred pricing (typically a 20-50% discount) with many of the software products and tools that many businesses require.

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Schedule a Discovery Call.

Let’s start with a quick conversation to see if your business is a good fit for our Free Look O.V.E.R. consultation. This 8-hour, no-obligation financial review is designed to uncover opportunities, risks, and inefficiencies in your business—but first, we’ll chat to understand your needs and ensure we can deliver the most value.

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