Financial Services Pricing

DrillDown Solution Pricing Model

Solutions that give you the results you want. Gone are the days of hourly billing. At DDS, count on an unquestionable value and laser-precision accuracy to help your business grow. Our custom financial services pricing plan creates a price that is right for your business.

Schedule a consultation today to get your custom plan.

Great for Start-ups & Sole Owners

starting at$525 per month $450 paid annually See Details
  • Standard Chart of Accounts
  • Transaction Entry
  • Bank & Credit Card Accounts
  • Up to 2 Financial Institutions
  • Account Reconciliations
  • Journal Entries
  • Phone/Email Support
  • Tax Adjustments
  • Monthly Financial Statements
  • Quarterly Close of the Books
  • Business Income Tax Compliance
  • Business Federal and Home State Returns
  • Business Agency Correspondence

Great for Small Businesses

starting at$850 per month $725 paid annually See Details
  • Everything in Lean Plus
  • Additional 2 Financial Institutions (4 total)
  • Quarterly Financial Statements
  • Monthly Close of the Books
  • Quarterly Financial Recap Email

Great for Growing Businesses

starting at$1,175 per month $995 paid annually See Details
  • Everything in Agile Plus
  • Custom Chart of Accounts
  • Additional 2 Financial Institutions (6 total)
  • Custom Financial Statements
  • Monthly Financial Recap Email
  • Annual Budget Preparation
  • Quarterly Zoom Budget Review Meeting
  • Fixed Asset & Class Tracking

Great for Rapid Growth Businesses

Customized services to fit your scaling needs paid annually See Details

Additional Services

  • Personal Tax Return
  • Tax Planning
  • Accounts Payable
  • Customized Chart of Accounts
  • Multi-State Tax Compliance
  • Quickbooks Discount Plans
  • Prior Period Catchup Bookkeeping
  • Quickbooks Desktop to Cloud Conversion
  • DIY Bookkeeping Annual Tax Adjustments
  • Quarterly Business Analysis Report
  • Quarterly Board Meeting
  • Monthly Board Meetings
  • Officer Payroll
  • Payroll Processing
  • Financial Projections

*Ask us about adding on other additional services to your monthly package.