PricingXcelerate Advisory

Clear scope, fixed monthly fee

Every engagement is priced on defined deliverables across four recurring packages. One-time onboarding, cleanup and setup work is quoted separately and confirmed before it starts.

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Recurring packages

Monthly engagement tiers

Accounting Essentials

from $499/ month

For a single entity with clean, current books and standard reporting needs.

Includes

Monthly bookkeeping & reconciliations
Chart of accounts setup
Monthly financial statements
Shared delivery team
No. of transactions upto 150

Best for startups and smaller entities.

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Finance Operations

from $1,250/ month

Adds AR/AP support for businesses with regular invoices and bills.

Includes

Everything in Accounting Essentials
AR & AP workflow support
Payroll support coordination
Quarterly compliance support
No. of transactions upto 400

Best for growing SMEs with live activity.

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Management Finance

from $2,750+/ month

Adds recurring management reporting beyond standard financial statements.

Includes

Everything in Finance Operations
Virtual CFO and cash-flow review
MIS dashboards and KPI pack
Named senior Delivery Lead
No. of transactions upto 1000

Best for multi-entity or decision-heavy clients.

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Custom

Connect with our team

Virtual CFO, Fractional CFO, and anything beyond Tiers 1 to 3: multiple entities, high volume, multi-currency, board or investor reporting.

Includes

Forecasting, budgeting, and scenario planning
Profitability and cash-flow analysis
Strategic and board-level support
Engagement scoped to your requirements

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One-time

One-Time Fees

Fee	Covers	Starting Price
Onboarding	Account access, chart-of-accounts review, workflow setup	From $300, by tier
Cleanup & Catch-Up Reporting	Reconstructing and reconciling backlog books, catch-up reports	From $400, confirmed after review
Setup & Integrations	Software setup or migration, connecting your finance stack	From $400 per platform combination

Billed separately from the monthly package, due before work begins. Once cleanup or setup is complete, regular monthly pricing applies under your recurring tier.

Billing

Payment Terms

Monthly fees can be split into two payments: As per the 15-day billing structure, 50% due on the 16th of the month, 50% due on the 1st of the following month.

One-time fees are billed as a single payment, due before work begins.

Compare

Feature comparison

Feature	Accounting Essentials	Finance Operations	Management Finance	Custom
Monthly bookkeeping and reconciliation	Included	Included	Included	Included
Month-end close	Included	Included	Included	Included
Standard financial statements	Included	Included	Included	Included
Monthly check-in	Included	Included	Included	Included
Customer invoicing	Not included	Included	Included	Included
Vendor bill processing	Not included	Included	Included	Included
AR/AP aging reports	Not included	Included	Included	Included
Payment follow-up and coordination	Not included	Included	Included	Included
Budget-vs-actual analysis	Not included	Not included	Included	Included
Variance commentary	Not included	Not included	Included	Included
KPI dashboard	Not included	Not included	Included	Included
Monthly review meeting	Not included	Not included	Included	Included
Forecasting	Not included	Not included	Included	Included
Budgeting	Not included	Not included	Not included	Included
Scenario planning	Not included	Not included	Not included	Included
Profitability analysis	Not included	Not included	Not included	Included
Cash-flow analysis	Not included	Not included	Included	Included
Strategic / board-level support	Not included	Not included	Not included	Included
Multiple entities	Not included	Not included	Up to 2	Included
Multi-currency	Not included	Not included	Not included	Included
Investor / board reporting	Not included	Not included	Not included	Included

FAQ

Pricing questions, answered

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Thirty minutes, no pitch deck. We map your constraint, size the opportunity and tell you plainly whether we are the right team for it.

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Clear scope, fixed monthly fee

Monthly engagement tiers

Accounting Essentials

Finance Operations

Management Finance

Custom

One-Time Fees

Payment Terms

Feature comparison

Accounting Essentials

Finance Operations

Management Finance

Custom

Pricing questions, answered

What is included in the monthly fee?

Are one-time fees included in the monthly package?

How are monthly payments structured?

How is the Custom package priced?

Book a discovery call with an advisory partner