SouthPointBUSINESS SERVICES

PRICING / CLEAR SCOPE, CLEAR EXPECTATIONS

Understand the scope.
Understand the fees.

Ongoing support or a focused project. Understand the deliverables, fees, and responsibilities before an engagement begins.

Book a discovery call

Start with a conversation about your business and fit.

MONTHLY SUPPORT

Choose a place to start.
Make it fit your business.

These starting prices are a guide. We’ll discuss your needs and budget, then agree on the work and final fee in a written proposal.

Packages can be adjusted around your needs and budget. Forecasts depend on their inputs and assumptions; they do not guarantee outcomes. AI-assisted work is reviewed by a person. Your business retains payment approval. Payroll processing and tax filing are not included in these starting prices.

A FOCUSED PROJECT

Need help with one priority?

Quoted by scope

We can discuss a workflow, reporting, automation, or planning project and agree on deliverables and fees before work begins.

Every engagement is subject to fit, availability, and the delivery and review requirements of the work. The final price is confirmed in a written proposal.

WHAT SHAPES YOUR QUOTE

Price the actual work.
Set the right expectations.

Business complexity
The entities, bank and card accounts, transaction types, and financial processes involved.
Condition of the records
How complete the information is and whether historical corrections or cleanup are needed.
Reporting and planning needs
The reports, forecasts, business measures, scenarios, and review cadence in your scope.
Systems and connections
The tools involved, workflow complexity, access requirements, and testing needed.
Delivery and review
The experience, review steps, and specialist support appropriate to the work.
Ongoing support
The communication, maintenance, monitoring, and changes agreed after the initial setup.

SEPARATELY SCOPED

See the full scope
before you commit.

Your proposal identifies any work or costs beyond the monthly finance engagement.

  • Onboarding and historical cleanup. Initial setup and prior-period corrections are reviewed and quoted separately.
  • Software and subscriptions. Any accounting, automation, reporting, or third-party tool costs are specified.
  • Additional work and complexity. Extra entities, accounts, transaction volume, connections, or workflow builds are scoped in your proposal.
  • Specialist services. Tax filing, assurance, legal services, and investment advice require the appropriate separately engaged provider.

A CLEAR CHANGE PROCESS

Added work is discussed and agreed in writing before it begins. Billing, cancellation, and notice terms are set out in your engagement agreement.

PRICING QUESTIONS

Know what you’re choosing.

Can a package be customized?

Yes. Starting prices are a guide; the scope and final fee depend on your needs and budget. Your written proposal explains the work and any additional charges before it begins.

Can we choose a project without monthly support?

Yes. A focused project can be scoped on its own. Your proposal defines completion, handover, and any support required afterward. Ongoing maintenance is included only when it is part of that agreement.

What if our records need to be caught up first?

We review the condition of the records before quoting the work. Historical cleanup and corrections are scoped separately so the monthly engagement starts with clear expectations.

Is software included in the monthly fee?

Software and third-party subscriptions are specified in your proposal. The starting monthly fee should not be assumed to include every tool or subscription your business may need.

What happens if the work changes?

We review the scope with you. Additional entities, new tools, more complex reporting, or added responsibilities may require a revised proposal or written change agreement before the additional work begins.

START WITH A CONVERSATION

Let’s define the work
your business needs.

Book a discovery call

15 minutes to discuss your priorities and fit.