Packages & Pricing | Claremore Advisors

Essentials

Starting at^$299/ month

Very small or early-stage businesses that need clean, tax-ready records.

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Connected bank feeds
Monthly transaction categorization
Quarterly account reconciliation
Year-end tax-ready package
Email support
Monthly financial reports not included

Momentum

Starting at^$795/ month

Owners who need dependable books and a clear monthly financial picture.

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Monthly income statement and balance sheet
Monthly account reconciliations
Payroll oversight and payroll report review
Executive summary with easy-to-read charts
Year-end tax-ready financial package
Email support

Executive

Starting at^$1,850/ month

Growing companies that want deeper insight, regular guidance and faster support.

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Everything in Momentum, plus:
CFO-style reporting with written commentary
30-minute monthly account manager meeting
Priority support
Trend visibility for key financial drivers

White-Glove

Starting at^$3,995/ month

Owners ready for an outsourced finance team, closely involved in planning.

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Everything in Executive, plus:
Done-for-you payroll for up to 10 employees
Accounts payable, receivable and bill-pay support
Weekly cash-flow dashboard
60-minute monthly strategy meeting with a senior CPA
Budget, forecast, KPI board and quarterly tax-planning check-in

Monthly pricing is based on expected activity and final scope. One-time onboarding starts at $1,200.

Compare

Everything side by side.

Feature	Essentials $299/mo	Momentum $795/mo	Most popular Executive $1,850/mo	White-Glove $3,995/mo
Books & records
Connected bank feeds & categorization
Account reconciliations	Quarterly	Monthly	Monthly	Monthly
Year-end tax-ready package
Reporting & insight
Monthly income statement & balance sheet
Executive summary with charts
CFO-style written commentary
Trend visibility for key financial drivers
Weekly cash-flow dashboard
Budget, forecast & KPI board
Payroll & back office
Payroll		Oversight & review	Oversight & review	Done for you (up to 10)
AP, AR & bill-pay support
Guidance & support
Account manager meeting			30 min / month	30 min / month
Senior CPA strategy meeting				60 min / month
Quarterly tax-planning check-in
Support	Email	Email	Priority	Priority
	Choose Essentials	Choose Momentum	Choose Executive	Choose White-Glove

Monthly pricing is based on expected activity and final scope. One-time onboarding starts at $1,200.

Not sure where you fit?

We’ll help you choose.

Every business is different. In a short consultation we look at your transaction volume, payroll, and how much guidance you want, then recommend the package that fits. If your needs fall between tiers, services like back-office support or cash-flow and KPI management can be scoped to match.

Move up or down as your business changes
One team for books, payroll, tax and CFO guidance
Pair any package with our Tax Strategy review

Book a consult

An advisor reviewing a package with a business owner

Questions

Pricing FAQ

Why do prices say “starting at”?

Monthly pricing is based on your expected activity and final scope, such as transaction volume and the number of accounts. We confirm your exact price after a consultation, before you commit.

Is there a setup fee?

Yes. One-time onboarding starts at $1,200. It covers getting your accounts connected, your books set up correctly and your reporting in place.

Can I change packages later?

Yes. Many clients start with the books and reporting they need today and add guidance, payroll or cash-flow management as the business grows.

Is tax preparation included?

Every package includes a year-end tax-ready financial package. Tax return filing and our Tax Strategy review are separate services, and the White-Glove package includes quarterly tax-planning check-ins.

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