Monthly Plans
The Right Level of Support.
Right Now.
From clean, current books to executive-level insight — every plan starts with a discovery call so what you get is built around your business, not a generic package.
Your Trusted Partner
A team that knows your business
At JADDE Financial Solutions, you'll find a supportive team of experts ready to take financial tasks like bookkeeping, payroll, and even key financial roles completely off your plate.
Ditch the accounting headache and get back to the work you actually love — with a professional team behind you as you grow and scale.
Our Commitment
Built around your needs
We deliver accurate, insightful guidance tailored to the specific needs of your business. We offer different levels depending on your unique circumstances — so you only pay for what you actually need.
Plans can be adjusted at any time as your business grows and evolves.
Flexible plans for every stage
Flexible financial solutions for businesses of all sizes. Plans can be adjusted to fit your custom needs.
Essential
Bookkeeping
What's Included:
most popular
empower
Controller
What's Included:
Visionary
Virtual CFO
What's Included:
Important
These aren't one-size-fits-all packages.
All plans include
A responsive team that explains the numbers in clear terms
Work in your existing cloud stack (QuickBooks Online, BILL, Dext)
On-time monthly reporting with a summary of what changed & why
Secure document handling and consistent naming standards
Build your custom package
Forecasting & Scenarios
Revenue, COGS/Opex, hiring plans, and "what-if" models
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Job Costing
Profitability per project — cost tracking and margin analysis
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Inventory Tracking
Real-time inventory tracking integrated with your books
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Sales Tax
Filing, compliance, and multi-state coordination
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Accounts Payable
Bill payment and vendor management via BILL
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Accounts Receivable
Customer invoicing setup, tracking, and AR reporting
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Payroll
Payroll processing and contractor management, seamlessly synced to your books
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Board-Ready Reporting
Concise monthly/quarterly packs and narrative
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Cash Discipline
13-week cash view + receipts/disbursements plan
Not seeing what you're looking for?
See what better finance ops feels like.
In a 30–45 minute free intro call, we'll learn about your business, review your current setup, and outline the fastest path to accurate, on-time numbers — without the jargon or pressure.