Established Pricing and Features

This is meant for business with revenues over $5 million per month and transaction volume over 500 per month.

Established Pricing

Pricing: $5,000+
Our Established tier is built for high-volume businesses requiring advanced financial oversight, deeper reporting capabilities, and multi-entity or departmental coordination. Pricing reflects the strategic complexity and operational scale of your business, with customized solutions designed to support sustained growth, governance, and long-term success.

Established Features

Services

  • Accrual-basis Bookkeeping (US GAAP or IFRS)
  • Account Receivable/Account Payable- Weekly
  • Expense/Cash Disbursement Cycle
  • Revenue/Billing and Receipts Cycle
  • Month-End Close and Reconciliation
  • Tax and Audit Support- Federal + 50 states
  • Sales/Use Tax Support- Monthly (50 states)
  • Revenue Recognition
  • Cash Flow Management
  • Payroll Cycle- Processing
  • Client/Job Profitability Analysis- Job Costing + GP Tracking
  • Inventory Reconciliation- Daily Inventory Processing

Finance & Reporting

  • Balance Sheet and Income Statement Report- 5 views
  • Statement of Cash Flow
  • Equity Accounting- Cap Table Management
  • Personalized KPI Dashboard- 25 KPI views
  • Forecasting and Budgeting- Full Involvement
  • Budget-to-Actual Analysis- Monthly
  • Controller Meetings- As Needed
  • CFO Meetings- Weekly
  • Profitability and Operational Analysis- Monthly
  • Multiple Entities and Consolidations- Full GAAP/IFRS
  • Strategic Planning & Goal Alignment- Quarterly
  • System and Processes Analysis & Optimization- Ongoing
  • Attend Board Meetings- As Requested
  • Special Projects- Discounted 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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