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Whether you require quality bookkeeping or a CFO in your back pocket, our service tiers offer the flexibility and support you need to achieve your goals — without the overhead of a traditional finance department.
Partner with Estmere and take your business to the next level.
| Deliver | Enhance | Scale | |
|---|---|---|---|
| Gain a financial department for your business | Get segment-level visibility and take your business to the next level | Our premium package gives you a CFO in your back pocket | |
| Starting at $625/mo¹ | Starting at $1,650/mo¹ | Starting at $2,500/mo¹ | |
| SERVICE FEATURES | |||
| Bookkeeping | |||
| Transaction entry and coding | 2x Monthly | 2x Monthly | Weekly |
| Monthly reconciliations (the following month) | By the 20th | By the 15th | By the 10th |
| Year-end tax package | |||
| Client portal | |||
| Actionable and optimized chart of accounts | |||
| Sales and excise taxes (+$50 per additional filing) | 2 Jurisdictions | 2 Jurisdictions | 2 Jurisdictions |
| 1099 tracking and filing | |||
| Bill Payments & AP Management | |||
| Rule and approval threshold definitions | |||
| AP management software setup | |||
| Receipt management | |||
| Invoicing & AR Management² | |||
| Recurring payment and subscription setup | |||
| Incremental / Milestone invoicing | |||
| Automated notification setup | |||
| Payroll Management | |||
| Payroll | Add-on³ | Add-on³ | Add-on³ |
| Proactive Financial Reviews | |||
| Data updates via email | 2x Monthly | 2x Monthly | Weekly |
| Monthly financial package | By the 20th | By the 15th | By the 10th |
| Partner financial reviews | Monthly Pre-Recorded Update | 2x Monthly Accounting Manager Updates (Zoom) | 2x Monthly CFO Strategic Review (Zoom) |
| Strategic Advisory Services | |||
| Finance dashboard w/ KPIs | Standard | Custom | |
| Budgets and projections | Annual | 2x Annual | |
| Segment analysis via project, department, etc. | |||
| Growth and goal planning | |||
| Monthly Cash Flow Forecasting | |||
| Support | |||
| Dedicated accounting manager | |||
| Bookkeeping support | Portal, Email, SMS, Scheduled Calls | Portal, Email, SMS, Scheduled Calls | Portal, Email, SMS, Scheduled Calls |
| CFO support | Monthly Review Call and Email Support | ||
| Response time | Next Business Day | Same Business Day | Same Business Day |
| Urgent requests (same day response) | 10 per year | Unlimited | Unlimited |
| Nightly QBO backups | |||
$1,650
$2,500
¹ Pricing does not include QBO, bill.com, and payroll provider software costs.
² AR Management does not include collection phone calls to clients, only emails.
³ Payroll fee determined by # of employees and pay frequency. $100/mo minimum. Contact us for details.
You don’t need to recruit specialist because we’ve got what it takes to make your payroll process easy and painless.
We all know invoicing is vitally important to any business, and we can take over this management on time every time.
Our dedicated team will ensure that your clients are adequately charged for products and/or services.
With the help from CFO level advisors you can trust Estmere will provide actionable insights that help you grow your business.
As a business owner, we know you have a mountain of priorities, more than likely leaving little time to take care of ongoing bookkeeping tasks, but interpretation of the numbers is key.
You don’t need to recruit specialist because we’ve got what it takes to make your payroll process easy and painless.
Our dedicated team will ensure that your clients are adequately charged for products and/or services, and we’ll keep track of all your paid and outstanding invoices and bills.
Collaborate with us to plan your goals and elevate your business! From helping to set (or affirm) your business vision and plan, to developing strategies and execution tactics, we work with you to turn your ideas to reality.
Working with Estmere has changed my business. Not only do they handle my bookkeeping and complex payroll needs, but Kristina also works with me as a senior and trusted member of my team. The work we’ve done on processes has also delivered tangible results, freeing up my time and increasing profit.
I’d recommend Estmere to anyone who needs to improve the performance of their company.
At Estmere, we prioritize proactive communication. Our regular touchpoints keep you informed about changes as they occur, and each month, you’ll receive a detailed financial package that includes the following essential statements:
With our Deliver, Enhance, and Scale tiers, our commitment extends to monthly or semi-monthly reviews by an Accounting Manager or CFO, as detailed in our pricing table. These expert reviews are tailored to your unique business context, focusing on what matters most to your stability and growth.
A Virtual CFO from Estmere gives you peace of mind, deep financial expertise, and a competitive edge. Available with our Enhance and Scale tiers, our CFOs offer strategic guidance and high-level financial planning tailored to your business’s growth trajectory.
With our Virtual CFO services, you gain access to top-tier financial strategies and market insights, positioning your business for sustained growth and success without the overhead of expanding your in-house finance team.
Our Finance Dashboards — included in our Enhance and Scale tiers — transform your raw financial data into powerful insights that fuel agile decision-making.
Our standard dashboard offers vital backward-looking KPIs that help you assess financial performance, such as:
Our custom dashboards are a feature of our premium Scale tier. Designed to help forecast your business’s future, they feature forward-looking KPIs with projections for items such as working capital, inventory churn, and revenue by segment.
These tools are designed to accurately reflect your financial health and to predict and enhance future performance. Whether by helping to manage working capital or tracking progress against cost reduction targets, our dashboards will keep you ahead of the game.
The team at Estmere are my closest allies and advisors, for both bookkeeping and as our Virtual CFO.
Shae is great with our bookkeeping and the results are consistently crisp, clear and clean. Kristina works with me on the financial development of our business and our conversations are something I always look forward to — collaborative and insightful.
The information they give me is great and the dashboards are fantastic. All in all, Estmere exceeds our expectations and is an awesome team.
At Estmere, we do more than manage your numbers; we make them work for you. Our bookkeeping services provide timely, accurate financial statements with a dedicated team to maintain consistency. Our meticulously tailored Chart of Accounts, coupled with proactive communication, ensures that you’re never in the dark about your financial standing.
With our Virtual CFO services, you gain more than financial expertise; you acquire a strategic partner dedicated to your business’s long-term growth. Our Virtual CFOs provide guidance and high-level financial planning that boost your competitive edge without the need to expand your internal finance team.
Contact us today to book your discovery call and find the ideal financial package for your business.
Estmere offers premium bookkeeping and fractional CFO services to small businesses across the US.
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