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Packages  

Flexible Packages Built for Every Business

Whether you’re just starting out or managing an established company, our service packages are designed to fit your stage and strategy. Each plan combines expert guidance, reliable support, and practical solutions to help your business grow stronger and stay compliant.

From accounting and payroll to registration and CFO support, you get everything you need under one trusted partner. Choose the plan that fits your goals, and let’s move your business forward with confidence.

Empowering Businesses with Strategic Accounting & CFO Solutions

Find the perfect balance of value, flexibility, and professional support. Each package is built to match your business goals and keep your operations running smoothly.

FOUNDATION PACKAGE

Perfect for freelancers and startups seeking reliable, compliant bookkeeping foundations.

$285/Month

Services Include:

  • Monthly transaction categorization & reconciliation (1–2 accounts).
  • Basic P&L; and Balance Sheet preparation.
  • Email support and document cloud access.
  • Vendor and expense tracking setup.
  • Annual budget template provided.
  • QuickBooks Online setup and chart of accounts creation.
  • Bank feed connection and review.
  • Receipt capture setup and training.
  • One-time setup fee: $250.

  • Client Benefits:

  • Stay compliant and audit-ready with organized financials.
  • Eliminate guesswork in your income and expenses.
  • Save time with streamlined bank and vendor management.
  • Ensure accurate reporting with professional setup and support.
Get Now

330 North Colony St, Wallingford, CT 06492 | www.jmkps.com | michael@jmkps.com | (203) 632-0681

Starter Package

Ideal for solo professionals needing accurate monthly reporting and essential financial guidance.

$395/Month

Services Include:

  • Monthly reconciliations for 2–3 accounts.
  • Accounts receivable and payable tracking.
  • Monthly P&L; Balance Sheet, and cash flow overview.
  • Vendor management and bill entry.
  • Quarterly review call (30 minutes).
  • Payroll reconciliation support.
  • Customized financial reporting setup.
  • Quarterly budget updates.
  • Secure cloud-based data storage.
  • One-time setup fee: $250.

  • Client Benefits:
  • Gain clarity with monthly reports that show real performance.
  • Build better control over cash flow and vendor payments.
  • Get professional insight without hiring full-time help.
  • Save effort through automated and cloud-based systems.
Get Now

330 North Colony St, Wallingford, CT 06492 | www.jmkps.com | michael@jmkps.com | (203) 632-0681

Professional Bookkeeping Package

For small businesses ready for comprehensive financial management — without payroll services.

$599/Month

Services Include:

  • Weekly transaction categorization and reconciliations (up to 4 accounts).
  • Monthly P&L; Balance Sheet, and Cash Flow statements.
  • Vendor and expense tracking with category insights.
  • Accounts receivable and payable summary reports.
  • Monthly financial health check and variance analysis.
  • Quarterly review meeting (45 minutes).
  • Custom chart of accounts optimization.
  • Receipt and document management automation setup.
  • Tax-ready financial reports for filing preparation.
  • Cloud-based reporting and data access.
  • One-time setup fee: $250.

  • Client Benefits:
  • Improve financial visibility and planning accuracy.
  • Understand profitability drivers with clear reporting.
  • Reduce manual data entry and document handling.
  • Prepare seamlessly for tax season with clean records.
Get Now

330 North Colony St, Wallingford, CT 06492 | www.jmkps.com | michael@jmkps.com | (203) 632-0681

Growth Lite Package

For small businesses ready to integrate strategic guidance with professional bookkeeping.

$699/Month

Services Include:

  • Weekly transaction updates and reconciliations (up to 4 accounts).
  • Short-term cash flow forecasting (3 months).
  • 2-hour strategy consultation with business insights.
  • Quarterly profitability and cost review.
  • Accounts receivable aging and follow-up support.
  • Customized P&L; formatting by department or service line.
  • Quarterly variance analysis report.
  • Payroll setup and processing support.
  • Expense and trend analysis dashboard.
  • Cloud bookkeeping and tax file organization.
  • One-time setup fee: $250.

  • Client Benefits:
  • Enhance financial clarity for better decision-making.
  • Gain insight into business trends and profitability.
  • Get strategic guidance without full-time CFO costs.
  • Plan future growth through short-term forecasting.
Get Now

330 North Colony St, Wallingford, CT 06492 | www.jmkps.com | michael@jmkps.com | (203) 632-0681

Essential Package

Full-service bookkeeping with light CFO-level review for growing businesses.

$1,200/Month

Services Include:

  • Monthly reconciliation of all accounts (up to 5).
  • Comprehensive P&L; Balance Sheet, and Cash Flow statements.
  • Payroll processing and reconciliation.
  • Accounts receivable/payable management and aging tracking.
  • Class and location tracking for reporting.
  • Expense trend visualization and benchmarking.
  • Vendor and expense management review.
  • Tax-ready year-end financial package.
  • Quarterly tax and performance review.
  • Financial statement customization.
  • Email and scheduled support calls.
  • One-time setup fee: $500.

  • Client Benefits:
  • Obtain a full picture of your business health every month.
  • Reduce stress with professional oversight and reviews.
  • Keep payroll and transactions accurate and compliant.
  • Leverage expert insights to guide growth decisions.
Get Now

330 North Colony St, Wallingford, CT 06492 | www.jmkps.com | michael@jmkps.com | (203) 632-0681

Advanced Package

Designed for established businesses needing strategic reporting and deeper analysis.

$2,499/Month

Services Include:

  • Forecasting and cash flow modeling (6–12 months).
  • KPI dashboard setup with key performance insights.
  • Quarterly business consultation (1 hour).
  • Strategic tax planning and compliance coordination.
  • Payroll oversight and compliance checks.
  • Monthly management KPI summary with commentary.
  • Budget creation and variance analysis.
  • Expense classification and job costing review.
  • Vendor risk and profitability analysis.
  • Payroll processing and reporting management.
  • Monthly trend reports and management summaries.
  • Payroll compliance audit assistance.
  • One-time setup fee: $500.

  • Client Benefits:
  • Unlock business growth through predictive financial modeling.
  • Receive expert strategic insights each quarter.
  • Enhance payroll accuracy and compliance confidence.
  • Align business goals with clear, measurable KPIs.
Get Now

330 North Colony St, Wallingford, CT 06492 | www.jmkps.com | michael@jmkps.com | (203) 632-0681

Professional CFO Package

Fractional CFO-level guidance and financial leadership for expanding operations.

$3,500/Month

Services Include:

  • 90-minute monthly CFO strategy meeting.
  • Monthly management report with KPIs and trend graphs.
  • Payroll budgeting and headcount forecasting.
  • Payroll journal entries and reconciliation review.
  • Cash flow forecasting and capital planning.
  • Budgeting and financial modeling support.
  • Monthly variance and performance analysis.
  • Expense policy and cost control review.
  • Coordination with tax preparer or CPA.
  • Custom financial dashboard setup.
  • Dedicated account manager access.
  • Multi-entity reporting and consolidation analysis.
  • Capital expenditure (CapEx) tracking.
  • One-time setup fee: $1,000.

  • Client Benefits:
  • Gain executive-level financial oversight without high payroll costs.
  • Strengthen profitability and financial decision-making.
  • Achieve clarity on capital, budgets, and future growth.
  • Collaborate closely with an expert CFO advisor.
Get Now

330 North Colony St, Wallingford, CT 06492 | www.jmkps.com | michael@jmkps.com | (203) 632-0681

Growth CFO Package

For multi-entity or scaling businesses requiring consistent CFO leadership and oversight.

$6,500/Month

Services Include:

  • Accelerated 10-day month-end close process.
  • Comprehensive budget modeling and forecasting.
  • Departmental and segment-level financial reporting.
  • Payroll cycle analysis for workforce efficiency.
  • Payroll compliance management and improvement.
  • Pricing strategy and margin optimization.
  • Cash runway and capital projection management.
  • Investor and lender presentation preparation.
  • Multi-department performance dashboards.
  • Tax strategy implementation and compliance oversight.
  • Board presentation financial narrative support.
  • Automation and integration of accounting systems.
  • Priority phone and video consultation access.
  • One-time setup fee: $1,000.

  • Client Benefits:
  • Gain CFO-level leadership for multi-entity operations.
  • Achieve transparency with consistent monthly reporting.
  • Ensure payroll compliance across all divisions.
  • Attract investors with professional-grade financial presentations.
Get Now

330 North Colony St, Wallingford, CT 06492 | www.jmkps.com | michael@jmkps.com | (203) 632-0681