Pricing
Simple Plans Designed Around Your Needs
Choose a plan that fits your goals and requirements. Our flexible options make it easy to get the right level of support, features, and value without unnecessary complexity.
- No long-term commitment
- Secure payment
- Flexible option
Our Plans
Choose The Right Level Of Support
Essentials Plan
$149.00
/month
For individuals and small businesses looking for reliable financial organization.
What’s included:
- Monthly bookkeeping
- Bank reconciliation
- Basic financial reports
- Expense tracking
- Email support
Growth Plan
Most Popular
$499.00
/month
For growing businesses that need more comprehensive accounting and financial support.
What’s included:
- Everything in Essential
- Advanced financial reporting
- Accounts payable & receivable
- Monthly financial review
- Tax planning support
- Priority support
Advisory Plan
$Custom
/month
For established businesses that need strategic financial guidance.
What’s included:
- Everything in Growth
- Financial forecasting
- Business performance analysis
- Strategic financial planning
- CFO advisory
- Dedicated financial advisor
- 24/7 Full Support
What’s included
More Value In Every Plan
Every plan is designed to give you the essential tools, support, and resources you need to get the most from our service.
Expert Support
Get guidance from experienced professionals when you need it.
Flexible Options
Choose the level of service that best matches your needs.
Useful Resources
Access tools, materials, and resources designed to help you move forward.
Ongoing Improvements
Benefit from continuous updates, improvements, and new capabilities.
Clear Communication
Stay informed with transparent communication throughout your experience.
Reliable Service
Count on consistent support and a dependable experience.
Compare Plans
Choose the Level of Support That Fits Your Goals
Feature
- Monthly Bookkeeping
- Bank Reconciliation
- Financial Reports
- Expense Tracking
- Tax Planning
- Financial Forecasting
- Business Advisory
- CFO Advisory
- Dedicated Advisor
Plan 1
- V
- X
- V
- X
- X
- X
- X
- X
- X
Plan 2
- V
- V
- V
- V
- V
- V
- V
- X
- X
Plan 3
- V
- V
- V
- V
- V
- V
- V
- V
- V
Our Approach
A Simple Process For Better Financial Decisions
01
Understand
We start by learning about your financial situation, challenges, and goals.
02
Analyze
Our team reviews the numbers, identifies opportunities, and develops a clear picture of your financial position.
03
Advise
We provide practical recommendations designed around your specific needs.
04
Support
We stay involved as your needs evolve, providing ongoing guidance and financial support.
Need more?
Add The Services You Need
Priority Support
Get faster response times and dedicated assistance.
Custom Setup
Receive personalized setup and configuration.
Additional Resources
Access extra tools, materials, or support.
Advanced Reporting
Get deeper insights and customized reporting.
Priority Support
Get faster response times and dedicated assistance.
Custom Setup
Receive personalized setup and configuration.
FAQs
Frequently Asked Questions
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Let’s Work Together
Ready To Take Control Of Your Financial Future?
Whether you need reliable accounting support, strategic financial advice, or a clearer plan for what’s ahead, Finvera is here to help.