Services

Clean books. Better close. Excel systems that flow.

EAS combines monthly accounting support, controller-style reporting, and Excel-native systems work for growing businesses that need reliable numbers and repeatable processes.

Project-Based Monthly Accounting Retainers
Project-Based Services

Diagnose, roadmap, or build the system one step at a time.

Project-based work is best when a spreadsheet, report, schedule, or process has become too important to leave fragile.

Phase 0

Excel & Data Risk Audit

A low-risk, scoped review of current workbooks, reports, data exports, and process issues. You receive issue themes, risk areas, quick wins, and a recommended next step.

From $2,500, scoped to size
Phase 1

Workbook, Process & Module Roadmap

A structured roadmap covering key workbooks and processes, owners, risks, candidate modules, a recommended pilot, and a 90-day implementation plan.

$9,500 fixed
Phase 2

EAS Module Builds

Custom Excel-native modules for recurring accounting and business processes such as prepaids, deferred revenue, fixed assets, AR, inventory, payroll allocation, close management, and reporting.

$5,000–$25,000 typical; complex work from $25,000
Phase 1 clients receive priority scheduling and a roadmap built to flow directly into the first module build.
Monthly Accounting & Close Support

For businesses that need reliable books and a real monthly close.

Bookkeeping keeps the records current. Monthly close makes the financials reliable. Controller support helps management understand and improve the business.

Books Clean

Basic monthly books

For simple, clean businesses that need reliable books. Includes transaction coding, bank and credit-card reconciliations, basic monthly financials, and CPA handoff.

$900–$1,250/month
Most Popular

Close Ready

For businesses that need a real monthly close. Includes bookkeeping, close checklist, balance-sheet reconciliations, accruals/prepaids, financial statements, variance commentary, and a monthly review call.

$1,500–$3,000/month
Controller Support

Close & Controller Support

For businesses that have outgrown bookkeeping. EAS runs the books and leads the monthly close: schedules, reconciliations, controls, reporting, analysis, CPA coordination, and ongoing process improvement.

$3,000–$7,500+/month
Ongoing Systems Retainers

Support for modules, reporting, controls, and process improvement.

Retainers are for clients who need ongoing help maintaining Excel modules, improving reporting, or layering controller-level systems support on top of books handled elsewhere.

Module Care

Keep modules running

Refresh support, small fixes, QA checks, user questions, and minor formula or query updates within a monthly allowance.

$500–$1,500/month
Advisory

Advisory + Improvement

Monthly advisory call, reporting improvements, small automation enhancements, and roadmap updates within a monthly allowance.

$1,500–$5,000/month
Systems

Controller + Systems

Close oversight, analysis, schedule maintenance, reporting, controls, and process cleanup for clients whose books are handled elsewhere.

$3,000–$7,500+/month

Best fit

Growing businesses that rely heavily on Excel, have outgrown basic bookkeeping, or need decision-ready financials and repeatable monthly processes.

Not the best fit

Businesses looking only for the cheapest transaction coding, one-time spreadsheet repair with no process ownership, or audit, review, compilation, or assurance services.

Pricing is based on final scope, complexity, deadlines, number of entities, source systems, transaction volume, reporting needs, and cleanup requirements.
Start here

Not sure which service fits?

Start with a short discovery call. We’ll decide whether the right next step is an audit, roadmap, module build, monthly close package, or no project at all.

Schedule a Call