Controller Services
As a Registered Investment Advisor,** PSP advisors are held to the highest fiduciary standard in the industry. We are required to serve our clients' interests first in all aspects of planning and to fully disclose potential conflicts of interest. This isn't just a policy, it's a legal obligation.
Accurate monthly bookkeeping and financial reports to stay compliant, support business decisions, and make tax time easier.
Your bookkeeper will complete your books on a monthly basis to ensure that your transactions are accurately recorded and reconciled.
Month-end report will be sent to you letting you know when the books are completed and if there are any transactions that need clarification.
Pricing
Pricing is tied to complexity based on your firm’s gross revenues and number of bank-type accounts. Bank-type accounts are accounts where transactions may occur, such as checking, credit cards, lines of credit, and custodial accounts.
$ 250 / MONTH
Up to $100k revenue
Up to 5 accounts
$ 300 / MONTH
Up to $250k revenue
Up to 8 accounts
$ 350 / MONTH
Up to $450k revenue
Up to 10 accounts
$ 400 / MONTH
Up to $800k revenue
Up to 12 accounts
$ 450 /MONTH
Up to $1.5 M revenue
No account limit
CUSTOM QUOTE
More than $1.5 M
No account limit
Onboarding Fee: $500
You’ll work with your success manager to create a custom chart of accounts based on your business, industry, and financial decision-making needs. Onboarding includes a needs assessment meeting, a setup meeting, review and modification of the chart of accounts, balance sheet review, up to four hours of books cleanup, and reconciliation of bank-type accounts.
Fiduciary & Fee Only Financial Planning | PurposefulSP.com