PACKAGES AND PRICING
Fixed monthly fees. Quoted from your diagnostic, never by the hour.
Every bookkeeper on our team has 10+ years of experience. Our Operations Manager has 25+. And every file is reviewed by a second set of senior eyes before it reaches you.
Construction
Core Books (required)
From $500/mo.
Accurate books by job and by property
- Monthly accrual-basis close by the 15th
- Job or property P&L
- Every account reconciled
- Approved vendor sheet
- Monthly report and 30-minute review call
- Weekly status email
- Year-end tax-ready package
Blueprint
From $750/mo.
Know your margins and your cash 13 weeks out
- Monthly WIP schedule
- Estimate vs
- Actual on every closed job
- Change-order tracking
- 13-week cash forecast
- KPI scorecard
- Monthly 60-minute advisory review
Framework
From $1,750/mo.
Plan the year and price for profit
- Everything in Blueprint
- Annual budget and 12-month forecast
- Overhead and markup analysis for bidding
- Quarterly lender-ready package
- 1 business tax return through our partner CPA firm
- Quarterly strategy session with Rhea
Keystone
From $3,500/mo.
Your outsourced finance department
- Everything in Framework
- Surety- and bank-ready statements
- Bonding capacity planning
- Scenario modeling
- Multi-entity reporting
- Up to 3 business returns plus your personal return through our partner CPA firm
- Monthly strategy meeting with Rhea
Real Estate
Blueprint
From $595/mo.
Know your returns and your cash 13 weeks out
- NOI, cash-on-cash, DSCR and cap rate by property
- Capex and reserve tracking
- Flip and rehab budget vs. actual
- 13-week cash forecast
- KPI scorecard
- Monthly 60-minute advisory review
Framework
From $1,495/mo.
Plan the year and every deal
- Everything in Blueprint
- Annual budget and 12-month forecast
- Hold, sell or refinance review
- Underwriting on 1 acquisition per month
- Quarterly lender-ready package
- 1 business tax return through our partner CPA firm
- Quarterly strategy session with Rhea
Keystone
From $2.995/mo.
Your outsourced finance department
- Everything in Framework
- Underwriting on up to 3 acquisitions per month
- Investor reporting and capital accounts
- Refinance and DSCR loan packages
- Multi-entity consolidation
- Up to 3 business returns plus your personal return through our partner CPA firm
- Monthly strategy meeting with Rheainess returns plus your personal return through our partner CPA firm
Keystone
From $3,500/mo.
Your outsourced finance department
- Everything in Framework
- Surety- and bank-ready statements
- Bonding capacity planning
- Scenario modeling
- Multi-entity reporting
- Up to 3 business returns plus your personal return through our partner CPA firm
- Monthly strategy meeting with Rhea
Advisory packages are added to Core Books. We never give advice on someone else's ledger.
Behind or messy? Most clients start here.
Cleanup and catch-up work is quoted as a fixed fee from your diagnostic and paid in monthly installments. Once your books are clean, you move straight into Core Books.
Simple terms
- Core Books is month to month.
- Advisory packages start with a 3-, 6- or 12-month term, then go month to month.
- Fixed fees, billed on the 1st by auto-pay.
- Pay 12 months of advisory upfront and save 10%.
Get your exact quote.
Your price is built from your diagnostic, so you know exactly what you're paying for.
