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Find the Perfect Package to Support Your Business Growth

At I.M Crepaldi Accounting Inc, we understand that every business has unique financial needs. That’s why we offer three comprehensive packages designed to meet you where you are

Essential Financial Package

$400 - $600/Month

Freelancers, small business owners, and startups with straightforward financial needs.

Including:

  • Goal Setting: Develop clear, actionable financial goals tailored to your business objectives.
  • Basic Bookkeeping (Cash Basis): Categorize transactions, reconcile bank accounts, and generate monthly Profit & Loss (P&L) statements and balance sheets.
  • Basic Financial Reporting: Simple reports to monitor cash flow, income, and expenses, with a vertical analysis of P&L.
  • Annual Tax Preparation and Filing: Comprehensive federal and state tax filing with guidance on maximizing deductions.
  • Dedicated Bookkeeper Access: Direct support from a bookkeeper via a secure online portal, app, and email.
  • Quarterly Report Reviews: Receive a video review of basic financial performance every quarter.
Select Package

Enhanced Growth Package

$800 - $1,200/Month

A powerful package for businesses ready to move beyond basics, offering strategic insights to guide sustainable growth.

Including:

  • Goal Setting: Establish growth-focused financial targets to guide your business strategy.
  • Accrual-Based Bookkeeping: Includes tracking revenue, deferred income, and Cost of Goods Sold (COGS) for accuracy in financial statements.
  • Enhanced Financial Reporting: Monthly P&L, balance sheet, and cash flow statements with trend analysis to identify growth opportunities.
  • Custom KPI Tracking: Track metrics like customer acquisition cost, retention, and gross margins for better insights.
  • Quarterly Tax Advisory: Proactive guidance on deductions, credits, and compliance.
  • Quarterly CFO Check-Ins: Strategic sessions to review budgets, cash flow projections, and identify cost-saving opportunities.
  • Access to Financial Dashboards: Real-time updates on cash flow and profit margins through a user-friendly dashboard.
Select Package

All-Inclusive Strategic Package

$1,500 - 2,500+/Month

A full financial management experience designed to scale high-growth companies while maintaining compliance and strategic focus.

Including:

  • Advanced Bookkeeping: Comprehensive revenue recognition, inventory management, and multi-channel sales reconciliations.
  • Custom Financial Reporting: Monthly P&L, balance sheets, and cash flow statements with tailored reports for board meetings and investors.
  • CFO-Level Support: Monthly fractional CFO sessions for strategic planning, fundraising readiness, and investor reporting.
  • KPI Dashboards: Real-time insights into essential metrics like burn rate, retention, and customer lifetime value.
  • Tax Compliance & Advisory: Full federal, state, and local tax filing, along with year-round guidance to optimize tax strategies.
  • On-Demand Consulting: Unlimited email support and scheduled calls for strategic or ad hoc financial questions.
  • Add-Ons Available: Fundraising support, investor relations, and additional custom reporting.
Select Package

Contact Us

We’re Here to Help Your Business Thrive

At I.M Crepaldi Accounting Inc, we’re always ready to support your financial goals. Whether you need help with bookkeeping, tax planning, or strategic financial guidance, let’s start the conversation today.

 

Our Address

33 Bassett Lane, suite 111, Hyannis. MA

Our Phone Number

(508) 296-8040

Our Email

contact@crepaldibookkeeping.com

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