Flexible Support. Transparent Pricing. Solutions That Fit Your Business.

Every business has different financial management needs. Whether you need ongoing controller-level support, additional accounting assistance, or help with a specific project, Crystal Lane Advisory offers flexible engagement options designed around your business.

Out pricing is structured to provide predictable monthly costs while allowing access to additional expertise as your business needs evolve.

Monthly Financial Management Packages

Consistent financial oversight and experienced guidance without the expense of maintaining a full-time controller.

Our monthly packages provide defined service hours and a level of support tailored to your business's financial management needs.

All packages include a defined monthly scope of services. Specific deliverables are established based on business requirements, operational complexity, and the level of support selected. 

Construction businesses receive customized service scopes that may incorporate job costing, WIP reporting, project profitability analysis, and other construction-specific financial management needs.

Optional Bookkeeping Services

Additional Accounting Support Based on Transaction Volume

For businesses that need transaction-level accounting assistance, bookkeeping is available as an optional addition to monthly financial management packages. 

Rather than charging based on an unpredictable number of hours, bookkeeping pricing is structured around monthly transaction volume, making it easier to understand and budget for. 

Up to 150 transactions $650

150-250 transactions  $750

250-400 transactions  $850

401-550 transactions $950

Over 550 transactions Custom Quote

Pricing is based on expected transaction volume and assumes reasonably organized accounting records. Additional cleanup, historical corrections, and unusually complex processing may require separate project pricing.

Additional Services & Hourly Support

Business needs don't always fit neatly within a monthly package. Additional services are available when work exceeds the included monthly hours or falls outside the agreed upon scope. 

Rather than applying one blanket hourly rate to every service, additional work is priced according to the type of expertise and support required. 

Bookkeeping and transaction processing $85 / hour

General accounting support and reconciliations $100 / hour

Financial management and controller services $150 / hour

Financial analysis and reporting $150 / hour

Process improvement and workflow consulting $125 / hour

ERP implementation support and optimization $150 / hour

Construction accounting consulting $150 / hour

Other  Services Custom

Additional work is discussed and approved before proceeding, providing transparency around scope and cost.

Project-Based Consulting

Defined Projects. Focused Expertise. Clear Deliverables.

Not every business requires ongoing financial management. Sometimes a specific challenge or improvement initiative calls for specialized expertise. 

Project-based engagements are available for businesses seeking assistance with:

• Accounting department assessments

• Financial reporting improvements

• Accounting workflow redesign

• ERP evaluations and implementation assistance

• System optimization and configuration

• Construction accounting assessments

• Job costing and WIP process improvements

• Internal control evaluations

• Financial analysis and reporting projects

Project fees are determined by the scope, complexity, and expected deliverables. Fixed-fee proposals are provided when the project requirements can be clearly established.

Customized Engagements for Construction Businesses

General contractors and subcontractors often have accounting and financial management requirements that differ from traditional businesses. 

Monthly packages can be customized to incorporate construction-specific services such as:

• Job costing and project profitability

• WIP reporting and analysis

• Over/under billing reviews

• Contract and change order tracking

• Project budget monitoring

• Construction cash flow forecasting

• Project accounting process improvements

The appropriate level of support and pricing is determined by the complexity of operations, number of active projects, reporting requirements, and overall accounting needs.