Pricing & Packages
Professional Services, Up Front Pricing!
At Mod Ledger, we offer professional services with pricing that’s transparent and tailored to your needs.
Whether you’re an individual or business, our packages are designed to keep you organized, compliant and confident!
Advisory Service Packages
NEW One-Time Service Options!
Professional Guidance Without the Long Term Commitment
Business
Finance Audit
- Includes:
- Income & Expense Trend Review
- Profit Margin by Category Review
- Owner Pay Review
- Business Debt Review
- One-Page Financial Health Snapshot
-
30 minute meeting to walk through the findings
A structured financial health snapshot for business owners who are preparing for something big, or just want the truth about where things stand with their business finances.
Business
Financial Review & Action Plan
- Includes:
- Review of your prior year tax return
- Review of your current bookkeeping setup
- Tax estimate and cash flow red flag check
- Written summary and action plan
-
30 minute meeting to walk through the findings
Leave with a clear understanding of where your business stands today, what may need attention, and practical steps to help you move forward with confidence!
Cash Flow
Review
- Includes:
- Recent 90 Day Review of Cash Flow In & Out
- Identify gaps, timing and patterns
- Review upcoming financial obligations
- Simple 90 day cash flow projection
- 30 minute meeting to walk through the findings and cash flow improvement recommendations
A focused look at your cash position, what is coming in, how much is going out (and for what) and what you can do to avoid a cash flow problem. The key is being able to see what is happening with your money.
Strategy Session with Action Plan
- Includes:
- 60 minute deep strategy session
- Review of your current bookkeeping setup
- Tax estimate and cash flow red flag check
- Written summary and action plan
-
30 minute meeting to walk through the findings
Looking for guidance in a specific area? This package is custom and designed to be two fold to encourage the highest likelihood for success. The first is a meeting to dig into the issue and find a solution. Then you’re provided a written action plan to put into place. A shorter follow-up meeting helps review what worked and what needs tweaking. This can be for anything from your personal or business finances to opportunities for improvement.
Tax Season
Recovery
- Includes:
- Review of your prior year tax return
- High level review of your bookkeeping
- Identify what caused your tax situation
- Review of owner pay, entity structure and estimated tax setup
- Written summary with prioritized action steps
-
60 minute meeting to walk through the findings
A comprehensive review and plan for business owners who want to understand what went wrong, and make sure it does not happen again. This isn’t a clean-up service, it’s a diagnostic review to figure out what caused you the pain and what needs to change this year to avoid the same path.
Mini Tax Season Recovery
- Includes:
- Review of your prior year tax return
- High level review of your bookkeeping
- Identify top 3 issues or red flags
- Quick-win action plan
-
30 minute meeting to walk through the findings
A lighter-touch version of the Tax Season Recovery for simpler situations or business owners who just want the most important answers.
Couples Money Alignment
- Includes:
- 45 minute meeting
- Review each partner's money style
- Map combined income and expenses
- Discuss one money friction point
- Written summary and action plan
Two people, one system, zero ongoing arguments. It is absolutely possible & we help you navigate it.
Please note both partners must be present for this session.
Debt Confidence Session
- Includes:
- 30 minute meeting
- Review and organize all debt
- Review interest rates
- Identify debt payment priorities & explain why
- Written action plan
A review of your finances, debt and life plans with how you function to put a plan in place to make progress! This is best for someone who has been avoiding this and just needs to see it clearly and without judgment for the first time.
No Shame Numbers Review & Plain Language Explanation
$497
This is a check-in, not a report card. There is no passing or failing here. The goal is simply to look at your numbers with curiosity instead of dread – and then give yourself credit for showing up to do it.
- Review of Your Numbers - A spreadsheet, a paper list, bank statements, however you have the data.
- Explanations that are Kind & Clear
- Guidance for Next Steps
Business Service Packages
Business Setup Services
$637
(package starting rate)
When you have a business idea but don’t know who to turn to about the initial setup, Mod Ledger is here to help. We’ll discuss options for the type of business that’s best for you. Then we’ll ensure everything is processed accurately with documents for your records.
- Federal & State Setup
- Steps Simplified
- Strong Business Foundation