Empower Your Business with Tailored Financial and HR Solutions
At Prism Consulting, we offer custom packages designed to grow your business, save you time, and maximize your resources. Choose the level of support that’s right for you.
Packages Overview
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Foundations Package
The Foundations package gives small businesses a solid financial base to build on. Think of it as your “done right, done consistently” bookkeeping partner.
Perfect for:
• Solo entrepreneurs & small businesses with straightforward finances
• Owners who want clean, accurate books without the hassle of DIY bookkeeping
• Businesses not yet ready for advanced reporting or HR advisory, but who need reliable compliance
What’s Included:
‣ Services
• Monthly transaction categorization and reconciliations
• Clear, accurate financial records
• Quarterly compliance check-ins
(Optional add-on: Payroll processing for employees)
‣ Key Benefits
• Stay organized with reliable books you can trust
• Avoid surprises with regular check-ins
• Free up your time to focus on running your business
‣ Deliverables
• Monthly reconciled financial reports
• Quarterly review summary
Starting at: $500/month
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Growth Package
The Growth package adds strategy and support to your financial foundation. It’s designed for businesses ready to scale with confidence.
Perfect for:
• Growing businesses adding employees or expanding operations
• Owners who want more insight into their financial health through deeper reporting & quarterly planning
• Teams that need HR compliance guidance but don’t yet require full HR management
What’s Included:
‣ Services
• Everything in Foundations
• Advanced financial reporting and analysis
• HR compliance and advisory support
• Quarterly planning sessions
• Annual financial review
(Optional add-ons: Annual tax preparation, payroll processing)
‣ Key Benefits
• Gain insight into how your business is performing
• Stay compliant as you hire and grow your team
• Make smarter decisions with quarterly strategy support
‣ Deliverables
• Monthly reconciled books and reporting
• HR compliance checklists and recommendations
• Quarterly planning session notes and action steps
• Annual financial review report
Starting at $1,000/month
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Executive Package
The Executive package gives you high-level financial leadership without the cost of a full-time CFO. Perfect for businesses that need strategy, forecasting, and advanced planning alongside strong financial management.
Perfect for:
• Established businesses with multiple revenue streams or more complex financial structures
• Owners who want proactive tax strategy & financial forecasting, not just bookkeeping
• Teams that need CFO-level guidance to make informed, growth-focused decisions
What’s Included:
‣ Services
• Everything in Growth
• Virtual CFO advisory sessions each month
• Detailed cash flow forecasting and budgeting
• Comprehensive tax strategy planning
(Optional add-ons: Annual tax preparation, payroll processing)
‣ Key Benefits
• Strategic guidance for big-picture business decisions
• Proactive planning to reduce tax liability
• Forecasting tools to help you manage cash flow and growth
‣ Deliverables
• Monthly CFO advisory reports and meeting notes
• Cash flow forecasts and budgets
• Tax strategy recommendations
• Ongoing compliance and HR support
Starting at $2,000/month
Project-Based Services
For clients who need specific support without a monthly commitment:
Tax Planning & Preparation
HR Audits & Compliance Setup
Bookkeeping Catch-Up Projects
Additional Payroll Services
HR Onboarding for New Hires
Quarterly Strategic Planning Meetings
Advanced QuickBooks Customization or Training
Quarterly Financial Health Review
Tax Audit Representation
Ready to Simplify Your Operations and Grow Your Business?
Schedule your complimentary strategy session today!