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  • About Derek
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  • Financials Package
  • Fee Schedule
  • About Derek

FEE SCHEDULE

Service

Standard Cleanup Package (Base Service) - Standard Activity

$1,195

(Up to 300 transactions per month across accounts. Two accounts included. 12-month period.)

Scope Adjustments (Applied As Needed To Base Service)

Transaction Volume Adjustment - High Activity

$595

(Approximately 300-500 monthly transactions.)

Transaction Volume Adjustment - Very High Activity

Custom Quote

(Over 500 monthly transactions.)

Additional Account - Per Account

$295

(Additional bank or credit card account requiring separate reconciliation and inclusion in reporting.)

Additional Cleanup Services

Additional Cleanup Year - Per Year

$1,195+

(Pricing varies based on scope adjustments listed above.)

Ongoing Reconciliation - Monthly (Invitation Only)

Custom Quote

(Available following completion of initial cleanup.)

*Final pricing subject to actual scope of work.

What's Included in the Standard Cleanup Package:

(This Is Our Reconciled Financials Package)

2025 EXECUTIVE SUMMARY - Financial overview


2025 INCOME & EXPENSE REPORT - Annual totals


2025 MONTHLY EXPENSE SCHEDULE - Monthly breakdown


2025 RECONCILED CASH PROOF - Cash reconciliation

View Our Reconciled Financials Package

Call/Text or Email: (603) 997-9911 / Derek@RetroactiveBooks.com

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