Services

Support that grows with you.

Every package is tailored to your business. Start with the level of involvement you need, then add services as you grow. Every package includes CPA review of your books and reports.

The numbers behind your next big move.

Accurate books are the starting point, not the goal. The real value is what they let you decide. These are some of the decisions we help growing businesses make.

Can we afford to hire?

Cash flow, margins and the revenue needed to support the role

Are we priced right?

Margin by job, product, service line or customer

Should we buy or lease equipment?

Cash impact, financing options and payback

Are we ready to expand?

Cash reserves, profitability trends and capacity

How much should we borrow?

Debt capacity, repayment ability and timing

How much can owners take out?

Distributions weighed against cash needs and growth plans

Three ways to work together.

Choose the level of support that fits today. Many clients start with Foundation and move up as they grow.

Foundation

Reliable numbers, the foundation for every decision.

For owners who need accurate, on-time books and a clear monthly picture, without having to think about it.

  • Monthly bookkeeping, bank and credit card reconciliations
  • Monthly close, delivered on a set date we agree on at onboarding
  • Profit & loss and balance sheet each month
  • A one-page summary of what changed from last month
  • Tax-ready year-end package for your tax preparer
  • Email support, with timely responses
  • Meetings as needed, with no set cadence
Start with Foundation

Advisory

A financial partner for planning your next chapter.

For business owners navigating growth, expansion or important financial decisions, our Advisory service provides forward-looking financial analysis, budgeting, forecasting and ongoing guidance to help turn financial information into a practical plan.

  • Everything in Growth, plus our fastest close
  • Annual budget, plus a monthly budget-vs-actual report
  • 12-month rolling forecast
  • Monthly strategy meeting
  • Annual planning session
  • Specialized analysis, such as pricing, hiring or “what if” scenarios. Scope depends on your available financial information, operational systems and the engagement we agree on.
  • Lender and investor reporting support
  • Priority email support
Start with Advisory

Compare at a glance.

FeatureFoundationGrowthAdvisory
Monthly close and P&L / balance sheet✓✓✓
Tax-ready books for your tax preparer✓✓✓
KPI dashboard—✓✓
Cash-flow analysis—✓✓
Margin analysis—✓✓
Budget and rolling forecast——✓
Specialized analysis——As scoped in your engagement
MeetingsAs needed, no set scheduleQuarterly, more often on requestMonthly + annual planning
Email supportTimely responsesTimely responsesPriority responses

How pricing works.

Our fees reflect what’s included: CPA-led accounting, reporting built around your decisions, and an advisor who knows your business. Every engagement gets a fixed quote after a free first call, so you’ll always know what you’re paying. No hourly billing surprises.

One-time projects are quoted as a fixed fee after a short scoping call. See projects →

Your monthly fee is based on

  • Transaction volume and number of bank and credit card accounts
  • Number of entities or locations
  • Complexity, such as job costing, inventory or multiple revenue streams
  • How involved you’d like us to be: meetings, analysis, response times and how early in the month you need your reports
  • Any add-ons you choose

Customize any package.

Add only what your business needs. Each add-on is quoted with your package.

Accounts payable

Entering and scheduling vendor bills, plus payment runs for your approval

Best for: Owners tired of paying bills themselves

Accounts receivable

Invoicing, payment tracking and collections follow-up

Best for: Businesses with slow-paying customers

Payroll coordination

Working with your payroll provider and recording payroll accurately

Best for: Growing teams

Job costing

Tracking costs and profit on each job or project

Best for: Construction, trades, project-based firms

Inventory & cost of goods sold

Inventory tracking and accurate product margins

Best for: Manufacturing, distribution

Multi-entity reporting

Consolidated reports across related companies

Best for: Owners with more than one entity

Additional advisory work

Analysis or meetings beyond your engagement scope

Best for: Any package

CPA-level books. A clean handoff at tax time.

We’re a licensed Pennsylvania CPA firm focused on bookkeeping, financial reporting and advisory. We don’t prepare tax returns at this time. Instead, we make sure whoever prepares yours gets clean, organized books every year: reconciled accounts, a clear trial balance, and documentation that answers questions in advance. That usually means fewer surprises, fewer back-and-forth emails, and less time billed for cleanup.

Need a tax preparer? We’ll introduce you to trusted local firms we work with.

Let’s talk

Ready to talk through your numbers?

Book a free 30-minute call. We’ll talk through where your business is today, what you need next, and whether a monthly package or a one-time project fits, with no obligation.

Book a Free Call → 717-799-3020 info@conestogaadvisorygroup.com