A package for your
next stage of business.
Start with the essentials or bring more of your financial operations together. Every package includes a monthly financial review and year-end accountant/tax coordination.
A strong foundation
Starter
$245 / month
First 3 months · $350 regular
- Monthly bookkeeping
- Bank / credit-card reconciliations
- Monthly financial statements
- Month-end close
$350/month after month 3.
Six-month commitment.
Keep day-to-day finances moving
Essential
$525 / month
First 3 months · $750 regular
- Everything in Starter
- Accounts payable
- Accounts receivable
$750/month after month 3.
Six-month commitment.
See the bigger picture
Growth
$1,050 / month
First 3 months · $1,500 regular
- Everything in Essential
- Payroll accounting / oversight
- Budget vs. actual reporting
- Cash-flow reporting
- Limited controller / CFO advisory
$1,500/month after month 3.
Six-month commitment.
Plan with more confidence
Premier
$1,750 / month
First 3 months · $2,500 regular
- Everything in Growth
- KPI / dashboard reporting
- Cash-flow forecasting
- Budget development
- Controller / CFO advisory
$2,500/month after month 3.
Six-month commitment.
Offer valid for eligible new clients through November 30, 2026. Promotional pricing applies to the first three months of a six-month commitment. Regular monthly rates apply thereafter. Terms and conditions apply. Ask JUMA about eligibility, package scope, and additional services.