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:
- Power Meeting
- Training or Consulting
- Revenue Operations:
- Financial statement check-ins, Budget to Actuals and overall Consultation
- General ledger adjustments/reconciliations and journal entries - depreciation, prepaids, etc.
- Record Revenues and Expenses based on Bank Activity
- Bank account reconciliations
- Credit Card Reconciliations & Spend Management
- Tax Preparation:
- Tax Planning Meeting - Entity
- Tax Planning Meeting - Owner
- 1099 Preparation
Growth
We provide more tailored financial and operational insights, focusing on entity-wide reporting.
- Entity-Wide Standard Balance Sheet and Income Statement
- Quarterly Custom Financial and Operating Reports (Job Costing, Sales per Employee, etc.)
- Quarterly Cash Flow Projections
- Twice Monthly Bill Payment through Bill.com
- Monthly Invoicing and Accounts Receivable Management (analysis, not phone calls to debtors)
- As-needed Assistance with Workers' Compensation Audits
- ACC Annual Filing
- Annual Personal Property Tax Returns
Partner
We provide comprehensive and detailed reporting, including department-level insights, on a frequent basis.
- Standard Balance Sheet and Income Statement for Each Department
- Monthly Custom Financial and Operating Reports (Job Costing, Sales per Employee, etc.)
- Monthly Cash Flow Projections
- Weekly Bill Payment through Bill.com
- Weekly Invoicing and A/R Management (analysis, not phone calls to debtors)
- As-needed Assistance with Workers' Compensation Audits
- ACC Annual Filing
- Annual Personal Property Tax Returns
Questions?
Not sure where to start? Give us a call, and we’ll help you determine which plan is the best fit for you.