OUR SERVICES
At Montróse Financial Consulting, we understand that every stage of business requires a different level of support. Whether you’re just starting out, growing steadily, or scaling into a thriving enterprise, our services are designed to give you clarity, precision, and confidence in your numbers.
Starter Package — $400/month
Foundation First. The Starter Package ensures your books are clean, reliable, and stress-free. With reconciled accounts, clear categorization, and simple monthly reporting, you’ll always know where your business stands. Designed for those who already have an accounting system in place and want professional bookkeeping without the overwhelm.
Monthly bank & credit card reconciliation
Categorization of income & expenses
Monthly Profit & Loss and Balance Sheet reports
Email support for financial questions
End-of-year tax-ready financials
📌 Ideal for individuals who need professional bookkeeping support without the overwhelm.
Signature Package — $600/month
The Growth Standard. (Most Popular Choice)
The Signature Package goes beyond basic bookkeeping into structured systems and professional financial management. Perfect for businesses entering their growth stage, this package provides the foundation, and reporting insights to support smarter decisions.
Everything in Starter
Payroll processing for employees or contractors
Customized Chart of Accounts setup
Tax-ready reporting & quarterly summaries
Monthly check-in email with insights
Priority email support
📌 Perfect for growing businesses who want confidence in their payroll, reporting, and financial structure.
Elite Package — $1,000/month
Strategy Meets Legacy.
The Elite Package is where bookkeeping meets strategy. With forecasting, margin analysis, and direct advisory support, you gain the tools of a CFO without the full-time hire. Perfect for entrepreneurs ready to refine profits, plan ahead, and build a lasting financial legacy.
Everything in Signature
Budget creation & monthly review
Cash flow tracking and projections
Quarterly Strategic Planning Call (1 hour)
Profit margin analysis
Pricing evaluation & recommendations
📌 Designed for entrepreneurs who want their finances managed with the same care and precision as their brand.
*Note: The Signature and Elite packages require a 2-month minimum commitment to ensure enough time for us to organize your books, implement processes, and deliver measurable results.(payment plans available). After initial terms, plans continue month-to-month.
One-Time Support
For clients who need immediate, specialized support without a monthly commitment.
Bookkeeping Clean-Up -$500-$1,500
Get back on track. For businesses who have fallen behind and need a clean slate.
What’s Included:
Full account reconciliation (bank & credit cards)
Proper categorization of income & expenses
Catch-up on missed months
Setup & organization in QuickBooks Online.
Preparation of tax-ready financial reports.
A clear, organized system so you can start fresh.
Custom Financial Strategy Session - $150 (1 hour)
Clarity in One Conversation.
A deep dive into your numbers, pricing, and profitability. You’ll walk away with a tailored action plan designed to sharpen decision-making and strengthen your financial path. Available for individuals, families, or entrepreneurs.
What you’ll gain:
A personalized review income & expense breakdown (for families/individuals) or a cash flow mini-plan (for entrepreneurs).
A tailored action plan with clear next steps to strengthen your financial path.
Guidance on pricing, profitability, or money habits specific to your situation.
A written summary of key insights so you can revisit them anytime.
Add- On Services
Payroll Setup — $300 (one-time)
Professional configuration of your payroll system for employees or contractors. Ideal for new businesses setting up payroll for the first time.
Exclusive to clients with an active monthly package.
Capital Access Program — $350 [Coming Soon]
Exclusive support to connect with lenders who fund based on revenue, not credit. Includes interview prep and loan matching support.
Business Credit & Loan Guidance — $200–$250
Learn how to build credit, strengthen funding readiness, and prepare to access capital.
Hourly Consulting - $75
Tailored expertise, exactly when you need it.
Not every business fits neatly into a package, and that’s where hourly consulting comes in.
Whether you need a quick review of your financials, guidance on a pressing issue, or expert support for a unique project, this flexible option ensures you get the insight you need.
Best for:
Business owners needing occasional, expert advice.
Individuals or families who want clarity on one-time financial questions
Entrepreneurs navigating decisions outside their package scope.