Pillar Ridge Financial

Pricing

Pricing built around the level of support your books need.

Whether you need a one-time cleanup or ongoing monthly support, Pillar Ridge Financial helps small businesses create cleaner records, clearer reports, and better financial visibility.

Not sure where to start? We can provide a free consultation to help determine the right starting point for your business.

Cleanup Project

Subject to consultation

For businesses with behind, messy, uncategorized, or inconsistent books that need to be cleaned before monthly reporting becomes useful.

Includes

  • Review of existing transactions
  • Categorization of past activity
  • Bank and credit card reconciliation support
  • Identification of bookkeeping inconsistencies
  • Cleanup summary with recommended next steps

How it helps

  • Creates cleaner records
  • Makes prior activity easier to understand
  • Reduces confusion before tax season
  • Gives the owner a clearer starting point

Best for

  • Businesses behind on bookkeeping
  • Owners unsure whether their books are accurate
  • Businesses preparing to hand records to a CPA or tax professional

Monthly Essentials

Subject to consultation

For small businesses that need consistent monthly bookkeeping organization and reliable records without overly complex reporting.

Includes

  • Monthly transaction categorization
  • Bank and credit card reconciliations
  • Basic monthly financial reports
  • Organized records for tax season
  • Monthly bookkeeping maintenance

How it helps

  • Keeps books from falling behind
  • Helps owners stay organized month to month
  • Creates a repeatable bookkeeping process
  • Makes financial records easier to trust

Best for

  • Small businesses with regular monthly transactions
  • Owners who want simple, consistent support
  • Businesses that want cleaner books without deeper analysis yet

Recommended

Monthly Clarity

Subject to consultation

For business owners who want monthly bookkeeping plus clearer insight into revenue, expenses, cash flow, and financial trends.

Includes

  • Everything in Monthly Essentials
  • Profit and loss review
  • Expense breakdowns
  • Monthly owner-friendly summary
  • Cash flow visibility
  • Practical observations based on the numbers

How it helps

  • Helps owners understand what is driving results
  • Makes expenses easier to monitor
  • Improves monthly decision-making
  • Gives a clearer financial picture for growth conversations

Best for

  • Growing businesses
  • Owners who want more than basic bookkeeping
  • Businesses preparing for financing, expansion, or better internal reporting

Pillar Ridge Financial provides bookkeeping and financial organization support. Tax, audit, and legal services are not provided.