Services Designed Around How Small Businesses Actually Operate
Whether you need bookkeeping support, QuickBooks cleanup, payroll assistance, financial reporting, or process improvement, Crownmark Advisory provides practical solutions tailored to your business needs and goals.
Services Packages & Pricing
Features
Solo Essentials
Monthly bookkeeping
Bank & Credit Card Reconciliations
Monthly Financial Reports
Year-End Tax Package Support
Communication Style
Payroll Support
Accounts Payable Support
Accounts Receivable Support
Scheduled Meetings Included
Budgeting & Cash Flow Insights
1099 Preparation
Transactions Included
Connected Accounts
Third-Party Integrations
Cleanup Services Available
Best for
✓ Included
✓ Included
✓ Included
✓ Included
Primary Email
—
—
—
As Needed
—
Available Add-On
Up to 100 / month
Up to 2
Available Add-On
Available Add-On
Solo businesses, freelancers, and low complexity
Starting at
$495/mo
Perfect for solopreneurs and small businesses.
Business Growth
✓ Included
✓ Included
✓ Included
✓ Included
Email + Meetings
Available Add-On
Moderate Support
Moderate Support
Quarterly
✓ Included
Available Add-On
Up to 500 / month
Up to 5
Available Add-On
Available Add-On
Growing businesses with more activity
Starting at
$895/mo
Built for growing businesses that need more support.
Strategic / Custom
✓ Included
✓ Included
✓ Included
✓ Included
Customized
Available Add-On
Higher Volume Support
Higher Volume Support
Monthly / Customized
✓ Included
✓ Included
Custom
Custom
Included / Custom
Included / Custom
Complex businesses with unique needs
Starting at
Custom
Tailored for complex businesses with advanced needs.
Our Services
QuickBooks Setup & Cleanup
Build a stronger financial foundation through organized records and properly structured books.
✓ New QuickBooks Setup
✓ Chart of Accounts Design
✓ Historical Cleanup
✓ Reconciliation Corrections
✓ System Reviews
✓ Process Documentation
Bookkeeping & Financial Support
Maintain accurate financial records and reliable reporting.
✓ Monthly Bookkeeping
✓ Financial Reporting
✓ Accounts Payable Support
✓ Accounts Receivable Support
✓ Payroll Support
✓ Month-End Reviews
Process & Systems Improvement
Improve workflows and build systems that support operational growth.
✓ Workflow Reviews
✓ Process Documentation
✓ Internal Controls
✓ Operational Planning
✓ Reporting Improvements
✓ Systems Implementation
How We Work
✓ Bookkeeping
✓ Reporting
✓ Payroll Support
✓ AP/AR Support
Monthly Support
✓ QuickBooks Setup
✓ Cleanup Projects
✓ Process Improvement
✓ System Migration
One-Time Projects
Cleanup & Reconstruction Services
One-time projects designed to bring your books back to an accurate, organized, and usable condition.
Light Cleanup
✓ Typically 1–3 months behind
✓ Low transaction volume
✓ Minimal corrections needed
Starting at
Custom Quote
One-time
Standard Cleanup
✓ Typically 4-12 months behind
✓ Uncategorized activity
✓ Reconciliations & catch-up work
Starting at
$750
One-time
Full Reconstruction
✓ Typically 12+ months behind
✓ Failed migrations
✓ Broken books or missing recores
Starting at
$1,750
One-time
What Happens Next?
The right solution starts with understanding yours.
Before scheduling an initial conversation, prospective clients complete a Discovery Questionnaire to help identify current needs, business complexity, existing systems, and communication preferences.
This allows Crownmark Advisory to recommend services that align with your goals and operational needs.
Complete Questionnaire
Tell us about your business and systems.
2. Receive Recommendations
We review your information and identify possible solutions.
3. Choose What Makes Sense
Select only the services that fit your needs.