Keep it basic

Be confident that your financials will be clean, readable, compliant and ready for the next steps.

  • $1,000  – $2,800/mo

Ready to Scale

You need clear professional reporting moving beyond the basics into Key Performance Indicators (KPIs), and budgeting that allows you to make informed decisions.

  • $2,800  – $4,800/mo

Onward

Your business requires tracking several KPIs, Creating and implementing budgets across teams to set goals while also creating forecasts from actual data to ensure your business is on track.

  • $4,800 – $8,000/mo

Pricing Examples

Every organization has unique financial needs, and our pricing reflects the level of service, complexity, and scale of each client.
Below are real-world examples of how our monthly pricing aligns with different industries, revenue levels, and staffing sizes. These scenarios provide a transparent look at what some of our clients pay for our tailored financial solutions.

Industry: Medical

  • Revenue: $12M
  • Staff: 46
  • Services Provided:

    • Full Service Bookkeeping
    • Custom Payroll Processing for K1 and 1099
    • High level support
    • Month-End Close Management
  • Monthly Cost: $4,800

Industry: Start-up Professional Services

  • Revenue: $820K
  • Staff: 6
  • Services Provided:

    • Month-End Close Management
    • Basic Budgeting
    • Custom KPI Tracking
    • Custom Reports
  • Monthly Cost: $1,850

Industry: Non-profit

  • Revenue: $2.5M

  • Staff: 42

  • Services Provided: 

    • Full-Service Bookkeeping
    • Payroll
    • Month-End Close Management
    • Advanced Budgeting & Forecasting
    • Custom KPI Tracking
    • Custom EOM, Yearly & Marketing Report Packages
  • Monthly Cost: $5,850

Industry: Non-profit

  • Revenue: $700K

  • Staff: 7-20 (seasonal)

  • Services Provided: 

    • Full-Service Bookkeeping
    • Payroll
    • Month-End Close Management
    • Basic Monthly Reports
  • Monthly Cost: $1,800

Client Success Stories

Experiencing unprecedented growth in response to rising food insecurity across Northern Arizona

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Facing the complex challenges of building a healthcare practice from the ground up

+ READ MORE

Testimonials

I am deeply grateful for the services Eric and Onward Financial Services provide. Since 2022, their expertise has elevated our ability to steward our limited resources through clear and concise monthly financials and diligent oversight. They have streamlined our bookkeeping processes making them simple and transparent. As our organizational needs have evolved, they have responded with enhanced systems utilizing the latest software and the support necessary to sustain our growth. I consider Onward Financial Services part of the Arboretum’s team and recommend them to any organization looking for trusted financial services!

Nate O’Meara, Executive Director, The Arboretum at Flagstaff

The Food Center has experienced rapid growth, which would be positive if we were a for-profit business. Unfortunately, as a food bank, it means that more people are facing food insecurity than ever before. Thankfully, Onward Financial Services has been supporting us by managing our financial needs for the last several years. Their capacity to adapt and scale with us has been invaluable, allowing us to concentrate on fulfilling the demand for food.

Ethan Amos, President & CEO, Flagstaff Family Food Center

Eric and Onward Financial has been such a huge boon to my business! From our first meeting he quickly recognized what our financial needs and goals were even when I was unsure. He gave me specific, accomplishable steps to take that stayed within the framework of my business model. He took into account who I am as a person and physician in addition to the financial health of the business when setting goals. He does an excellent job explaining numbers and places that need attention on an ongoing basis. My business has gone from tenuous to stable, with consistent financial growth. I cannot thank Onward enough for the work they have done to support that win.

Bethany Davis, MD, Owner, Davis Whole Family Health

Working with Eric over the past 7 years has been a valuable, single solution for multiple financial and technical issues that have developed as our company has grown. Our accounting system has been kept up to date and simplified for both revenues and expenses. Eric helped us transition onto secure and HIPAA compliant communication and cloud-based data storage systems. This year we are embarking on a new software solution, identified by Eric, to manage and modernize a complicated payroll system.

Kevin Conn, MD, CFO, Flagstaff Emergency Physicians, PLLC