Startup Pricing and Features

This is meant for business with revenues between $0-$1.5 million per month and transaction volume between 1-200 per month.

Startup Pricing

Monthly Cost: Starting at $600 – $2,000
Pricing is based on the complexity of your financial needs, volume of transactions, and level of support required. Our goal is to offer scalable, fixed-fee pricing that aligns with the stage and pace of your business—so you get the expertise you need without paying for services you don’t.

Startup Features

Services

  • Accrual-basis Bookkeeping (US GAAP or IFRS)
  • Account Receivable/Account Payable- Quarterly
  • Expense/Cash Disbursement Cycle
  • Revenue/Billing and Receipts Cycle
  • Month-End Close and Reconciliation
  • Tax and Audit Support- Federal + 1 state
  • Sales/Use Tax Support- Annual (1 state)
  • Revenue Recognition
  • Cash Flow Management
  • Payroll Cycle- Accounting
  • Client/Job Profitability Analysis- Job Costing
  • Inventory Reconciliation- Annual Inventory Reconciliation

Finance & Reporting

  • Balance Sheet and Income Statement Report- 1 view
  • Statement of Cash Flow
  • Equity Accounting- Annual Cap Table Review
  • Personalized KPI Dashboard- 5 KPI views
  • Forecasting and Budgeting- Reporting only
  • Budget-to-Actual Analysis- Annual
  • Controller Meetings- Monthly
  • CFO Meetings- Quarterly
  • Profitability and Operational Analysis- Annual
  • Multiple Entities and Consolidations- Extra Fee
  • Strategic Planning & Goal Alignment- Annual
  • Systems and Processes Analysis & Optimization- Annual
  • Attend Board Meetings- Extra Fee
  • 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.

Schedule Now
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