FinSight Consulting Service Offerings

You deserve clarity and confidence when investing in financial support. Each service package is designed to deliver measurable value—no surprises, no hidden fees. And if your situation is unique, we can build a customized plan together.

Fundamental Accounting

Starting at $650/month

  • QuickBooks Bookkeeping (or your current system)

  • Monthly financial reports

  • Ongoing support as needed

Financial Strategy

Starting at $1,100/month

  • Everything in Fundamental Accounting

  • Forecasting and scenario analysis

  • Industry analysis and benchmarking

  • Monthly strategy call

Tax Planning & Compliance

Business: Starting at $1,700/return

Individual: Starting at $350/return

  • Quarterly tax planning meeting

  • Guidance on estimated taxes

  • Tax return filing

Every business is unique, and your financial needs deserve a tailored approach. Pricing is based on the complexity of your business and tax situation. Factors that can influence your cost include:

  • Business structure (sole proprietor, LLC, S-Corp, multiple entities, etc.)

  • Transaction volume and monthly bookkeeping needs

  • Number of income streams (products, services, rentals, etc.)

  • Investments and asset management that require tracking or tax reporting

  • Multi-state filing requirements for income or sales tax

  • Additional compliance needs such as 1099s or industry-specific reporting

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