HBL 360 Pricing
Tailored financial expertise to fit your evolving needs
Our HBL 360 packages are designed to provide cost-effective, tailored financial solutions for any-sized organization. Whether you need strategic guidance, financial forecasting, or expert advice, our comprehensive plans ensure you get the expertise you need without the overhead of a full-time CFO. Explore our pricing options to find the perfect fit for your goals.
Starter
We provide support with basic financial and operational reports on a periodic basis.
- General:
- Annual Power Meeting
- Four hours annually of training or consulting
- Revenue Operations:
- Quarterly balance sheet and income statement
- Regular financial statement check-ins
- Annual general ledger updates and reconciliations, making sure all entries—like depreciation and prepaids—are accurate and up to date.
- Monthly recording revenues and expenses based on bank activity
- Bank account reconciliations
- Credit card reconciliations & spend management
- Tax Preparation:
- Annual tax planning meeting - Entity
- Annual tax planning meeting - Owner
- 1099 Preparation - Client prepares the information
Growth
We provide more tailored financial and operational insights, focusing on entity-wide reporting.
- Four hours quarterly of training or consulting
- Entity-wide annual budget creation
- Quarterly custom financial and operating reports (i.e. job costing, sales per employee, etc.)
- Quarterly general ledger updates and reconciliations, making sure all entries—like depreciation and prepaids—are accurate and up to date.
- Quarterly cash flow projections
- Twice monthly bill payment through Bill.com
- Monthly invoicing preparation and accounts receivable analysis
- Twice-monthly recording revenues and expenses based on bank activity
- 1099 Preparation - HBL prepares the information
- As-needed assistance with workers' compensation audits
- ACC annual filing
- Preparing and filing your annual personal property tax return
Partner
We provide comprehensive and detailed reporting, including department-level insights, on a frequent basis.
- Four hours monthly of training or consulting
- Annual budget creation for each department
- Monthly custom financial and operating reports (i.e. job costing, sales per employee, etc.)
- Monthly general ledger updates and reconciliations, making sure all entries—like depreciation and prepaids—are accurate and up to date.
- Monthly cash flow projections
- Weekly bill payment through Bill.com
- Weekly invoicing preparation and accounts receivable analysis
- Weekly recording revenues and expenses based on bank activity
Add-Ons
| Service | Details | Cost |
|---|---|---|
| Payroll | Processed through ADP | $250 / pay period |
| Sales Tax | Processed through Avalara | $300 / return |
| Custom training or consulting | Based on hours | Contact us |
Questions?
Not sure where to start? Give us a call, and we’ll help you determine which plan is the best fit for you.