Professional Bookkeeping Tailored to Your Business Needs
Cipher Finance offers three distinct service packages designed to meet the requirements of businesses at different stages of growth. All packages utilize our fully automated systems for maximum efficiency and accuracy.
Starter Package
Ideal for: Small businesses with simple financial structures
Transaction volume: Under 100 transactions per month
What’s Included:
- Automated bank and credit card transaction imports
- Monthly reconciliation of all accounts
- Basic financial reporting (Profit & Loss, Balance Sheet)
- Quarterly tax-ready financial statements
- Integration with one payment processor
- Email support during business hours
Key Features:
- Real-time dashboard access
- Automated expense categorization
- Bank feed integration (up to 3 accounts)
- Monthly financial snapshots
- Standard compliance reporting
Growth Package
Ideal for: Growing businesses with moderate transaction volumes
Transaction volume: 100-500 transactions per month
What’s Included:
- Everything in the Starter Package
- Automated receipt capture and processing
- Integration with up to 3 payment processors
- Custom financial reporting
- Monthly financial analysis
- Automated invoice creation and tracking
- Client portal access for real-time financial data
- Priority email support
Key Features:
- Enhanced categorization with machine learning
- Multi-entity financial consolidation
- Budget vs. actual reporting
- Cash flow forecasting
- Automated bill payment processing
- Integration with inventory systems
Enterprise Package
Ideal for: Large businesses with complex financial structures
Transaction volume: Over 500 transactions per month
What’s Included:
- Everything in the Growth Package
- Unlimited payment processor integrations
- Advanced AI-powered financial insights
- Custom dashboard creation
- Automated multi-entity consolidation
- Priority phone and email support
- Quarterly business performance reviews
- Tax planning consultation
- Integration with CRM and inventory systems
Key Features:
- Predictive analytics for financial trends
- Automated compliance monitoring
- Multi-currency transaction handling
- Advanced reporting with visual dashboards
- Custom workflow automation
- Integration with up to 10 third-party applications
Add-On Services
Annual Tax Preparation
Comprehensive tax preparation services tailored to your business needs. Includes all necessary tax forms and integration with your bookkeeping records.
Pricing: Based on business complexity
CFO Advisory Services
Strategic financial planning and advisory services to help drive business growth. Our systems provide the data foundation while our experts provide insights.
Audit Support
Annual audit preparation package that organizes all necessary documentation and ensures compliance readiness.
Service Implementation Process
Initial Setup – One-time fee: $500
- QuickBooks account configuration
- Chart of accounts customization
- Bank feed connections
- Initial data import
Monthly Service Fee
- Ongoing automated bookkeeping
- Report generation and distribution
- System monitoring and maintenance