Pricing & Packages
Transparent pricing and tailored packages
At WiseWolf Integrity Books & Advisory, we offer flexible and transparent pricing to meet your unique business needs. Choose the plan that fits where your business is today — and upgrade as you grow. Every package is delivered 100% virtually by our expert team.
Monthly Bookkeeping Services
Volume: Up to 50–100 transactions per month
Best For: Solopreneurs, freelancers, and early-stage startups
Services Included:
Monthly bank and credit card reconciliations
Core transaction categorization
Basic monthly or quarterly financial reporting
Profit & Loss and Balance Sheet
Volume: Up to 100–200 transactions per month
Best For: Growing small businesses with multiple accounts and employees
Services Included:
Everything in Starter
Accounts Payable (AP) management
Accounts Receivable (AR) management
Payroll processing support
Monthly or bi-monthly KPI and management reports
Looking for tailored business advisory services for your unique needs? Every business is different, and if none of our tiered packages suit you perfectly, we can create a custom proposal with flexible pricing based on your transaction volume, complexity, and the specific services you require.
Volume: 200+ transactions per month (and high complexity)
Best For: Established businesses and complex enterprises needing daily oversight
Services Included:
Everything in Starter and Growth
Sales tax compliance and support
Dedicated financial advisory
Tax planning strategy
Cash flow forecasting
Monthly Advisory Services
Strategic guidance, on your terms.
Beyond the books — these advisory add-ons give you the financial clarity and strategic insight to make confident decisions at every stage of growth.
Budgeting & Variance Analysis
Build a realistic annual budget and track how your actual results compare — so you always know where you stand and can course-correct early.
Annual budget creation
Monthly budget vs. actual report
Variance summary with notes
Everything in Essential plan
Quarterly budget revisions
Department or category-level variance
Monthly advisory call
Trend identification and alerts
Cash Flow Forecasting
Analyzing your historical trends to predict future cash positions, helping you avoid cash crunches and plan major expenditures.
Monthly 6-month rolling forecast
Scenario planning (best/worst/base)
Bi-weekly review calls
Expenditure timing recommendations
12-month rolling forecast
Full scenario and sensitivity analysis
Weekly cash position updates
Capital planning advisory
All features in Advanced plan
Weekly reporting cadence
Unlimited KPI dashboard
Investor-ready financial packages
Quarterly business review
All features in Advanced plan
Rolling quarterly re-forecasting
Multi-department budget management
Weekly variance monitoring
Board-ready budget presentations
Financial Reporting & KPI Tracking
Custom financial dashboards and KPI reports that translate your numbers into the metrics that actually drive your business decisions.
Monthly P&L, Balance Sheet, Cash Flow
Up to 5 custom KPIs tracked
Executive summary narrative
All features in Essential plan
Bi-weekly reporting package
Up to 15 KPIs with trend charts
Industry benchmark comparisons
Monthly strategy call
Additional Services
Get started right, or get caught up fast.
Whether you are launching a new business or need to untangle months of messy books, we offer one-time services to get your finances in order.
Bookkeeping Cleanup & Catch-Up*
Bookkeeping Software Setup*
$500 one time fee
Starting fresh? We configure your bookkeeping software from the ground up — so your chart of accounts, bank feeds, and settings are built correctly from day one.
Account settings configuration
Chart of accounts setup and customization
Bank and credit card account connections
Software selection guidance if needed
Minimal Complexity
$300-$600 one time fee
Process & System Setup
Optimize your accounting software and financial workflows so your team spends less time on manual tasks and more time on what matters.
Starter
$500 one time fee
Software configuration audit
Chart of accounts optimization
Basic workflow documentation
Growth
$1,200 one time fee
Full system redesign and migration
Automation and integration setup
Team training session (up to 2hrs)
Process documentation package
*Bookkeeping Software Subscription is included when you select a monthly package for ongoing bookkeeping
Moderate Complexity
$1,000-$1,200 one time fee
Priced based on complexity and time behind
Enterprise
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Multi-entity or multi-location setup
Third-party app integrations
Ongoing system optimization retainer
Dedicated implementation support
Essential
$750 one time fee
Pre-audit books review
Document checklist and organization
Reconciliation of key accounts
Auditor liaison support
Advanced
$1,500 one time fee
Full audit readiness assessment
Prior-period adjustments
Internal controls review
Auditor Q&A support throughout
Post-audit findings remediation
Multi-Year Catch-Up/Cleanup
$3,000-$10,000 one time fee
200+ transactions/month
6 months to 1+ years behind
Weekly updates
Audit Preparation & Compliance
Get your books audit-ready and stay compliant year-round. We organize your documentation, reconcile discrepancies, and ensure your financials meet the standards required by auditors, lenders, or regulatory bodies.
Ongoing Compliance
$400 per month retainer
Quarterly compliance check-ins
Continuous documentation management
Regulatory change monitoring
Annual audit prep included
Priority response SLA
NOT SURE WHERE TO START?
Book a free consultation and we will find the right fit.
In 30 minutes, we will review your current setup, understand your needs, and recommend the package that makes the most sense for your business — no pressure, no obligation.
Experience the WiseWolf difference
We are 100% virtual, dedicated, and human-powered. Our services are cost-effective, custom-fit, and transparent. You'll only pay for what you need, with no hidden fees, just upfront value.