Bookkeeping & Financial Reporting Pricing | Inti Financial Advisory

BOOKKEEPING PACKAGES

Bookkeeping Packages Clean, accurate books — every month, without the stress.

📋 Essential — $495/month

For construction business owners who need clean, reliable financials without complexity

  • Monthly transaction categorization and organized books

  • Bank and credit card account reconciliation

  • Clean, structured chart of accounts

  • Consistent monthly financial close

  • Records ready for taxes and basic business decisions

REPORTING PACKAGES

📈 Growth — $695/month

For businesses that need deeper accuracy and better financial visibility

Everything in Essential, plus:

  • Loan tracking with proper principal and interest allocation

  • Reconciliation between your operational systems (e.g., CRM) and accounting records

  • Identification and correction of inconsistencies affecting your reports

  • Better visibility into how money is actually moving through your business



🏗️ Scale — $895/month

For construction companies that need precision, consistency, and full financial oversight

Everything in Growth, plus:

  • Full balance sheet integrity management

  • Advanced account monitoring to catch errors before they compound

  • Structured oversight for multi-account or complex financial setups

  • Books maintained at a level that supports strategic decision-making

Bookkeeping + Financial Reporting Packages Everything in Bookkeeping — plus the clarity to actually understand your numbers.

📋 Essential Reporting — $995/month

For business owners who want clear, no-confusion financial visibility

All Essential Bookkeeping services, plus:

  • Monthly Profit & Loss and Balance Sheet reports

  • Simple financial summaries you can actually understand

  • Month-over-month comparison so you can spot changes

  • A clear view of your profitability and financial position

📈 Growth Reporting — $1,295/month

For business owners who want insight — not just reports

Everything in Essential Reporting, plus:

  • Detailed variance analysis to identify trends and shifts

  • Structured financial insights highlighting key movements

  • Reporting tailored to how you make decisions

  • Greater clarity around cash flow behavior and patterns

🏗️ Scale Reporting — $1,595/month

For construction companies that need financial clarity to support growth and planning

Everything in Growth Reporting, plus:

  • Quarterly financial review meeting with guided analysis

  • Deeper interpretation of performance, trends, and risk areas

  • Quarter-over-quarter and year-over-year comparisons

  • A strategic lens on your numbers — not just reporting

Frequently Asked Questions

  • QuickBooks is a tool — it only works as well as the person using it. Many construction business owners have QuickBooks but still have inaccurate books, uncategorized transactions, and reports they can't trust. We handle the setup, the maintenance, and the accuracy so your QuickBooks actually reflects the reality of your business.

  • Absolutely — we work alongside your CPA, not instead of them. Think of it this way: we keep your books clean, accurate, and up to date all year long, so when tax season comes, your CPA has everything they need without scrambling. A good bookkeeper makes your CPA's job easier and can even reduce your accounting fees.

  • Yes. We work with construction business owners who need more than basic bookkeeping — job tracking, accounts payable management, subcontractor payments, and financial reports that actually reflect how a construction business operates. We understand your industry, so you don't have to explain it to us.

  • Yes — and you wouldn't believe how often we hear "I don't even know where to start." If your books haven't been touched in months or years, we offer one-time cleanup services to get everything back on track before starting a monthly package. Pricing is based on scope, so reach out and we'll give you a custom quote.

  • AP (Accounts Payable) management means we handle the back-office financial tasks that slow you down — things like collecting W-9s from subcontractors, processing bills, and keeping your payables organized. If you're spending time chasing paperwork instead of running jobs, this add-on is worth it.

  • That's exactly what the free consultation is for. We'll look at where your business is right now, what your books look like, and what decisions you're trying to make — then recommend the right starting point. No pressure, no upselling.

  • Absolutely. Many of our clients start with Essential and move to Growth or Scale as their business grows and their financial needs become more complex. We'll always let you know when we think you're ready for more.

  • Simple. Once you decide to move forward, we schedule an onboarding call with a member of our team. We walk through an onboarding checklist together, you provide access to your QuickBooks, and from there — we take care of the rest. Most clients tell us it's much easier than they expected.