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.
| Growth | Scale | Your financial control program. | Full financial services for multi-location larger firms. |
|---|---|---|---|
| Who this is best for | Businesses who want to stop stressing over cash and who want to grow | Complex businesses who have multiple locations or services | |
| How much does it cost? | Starting at $2,000/mo¹ | Starting at $3,500/mo¹ | |
| SERVICE FEATURES | |||
| Bookkeeping | |||
| Transaction entry and coding | 4x Monthly | 8x Monthly | |
| Monthly Financial Reports | By the 17th | By the 10th | |
| Financial Review & Insights | Monthly | Monthly | |
| Client portal | |||
| Optimized Chart of Accounts | |||
| Annual "Bucketed" Budget | |||
| Monthly Budget vs. Actual Report | |||
| 13-Week Cash Forecast Update | Monthly | Biweekly | |
| Review Call with 1-3 profit actions | Monthly | Monthly | |
| 1099 Preparation & Filings | |||
| Sales & Excise Tax Filings | |||
| Email/SMS Support | 24 Hours | First Available | |
| Enhanced Segmentation | |||
| Mid-month Video Cash Check-in | |||
| Payroll Services | Add-On | ||
| Bill Payment | Add-On | ||
| Accounts Payable | Add-On | ||
| Accounts Receivable & Invoicing | Add-On | ||
| Job Costing | Add-On | Discounted | |
| Tax Returns | Add-On | Add-On | |
| CFO support | Add-On | Add-On | |
Your starting point for most Estmere services.
Best for: A fast start to business clarity that cleans up your books, gives you a starting point for growth, and simple actions for more profit.
Our Promise: Your eyes are wide open and you’ve got a plan for managing your business finances.
3000
/Billed one time
*Most Popular* Complete Financial Control System.
Best for: Companies $1M-$8M with employees who want out of chaos and flying blind mode, and into financial & business clarity.
Our Promise: No more surprise cash crunches and know what actually makes you money.
2000
Full finance department for multi-crew / multi-location businesses.
Best for: Larger businesses with more employees, more complexity, and bigger decisions.
Our Promise: The Control of GROW, but faster, more in-depth, and more done for you.
3500
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.