HBL 360 Pricing
Tailored financial expertise to fit your evolving needs
Our HBL 360 packages are designed to provide cost-effective, tailored financial solutions for any-sized organization. Whether you need strategic guidance, financial forecasting, or expert advice, our comprehensive plans ensure you get the expertise you need without the overhead of a full-time CFO. Explore our pricing options to find the perfect fit for your goals.
STARTER
Starting at
$1,500
/month*
Best for – Businesses needing a solid financial foundation and basic advisory support.
GROWTH
Starting at
$2,500
/month*
Best for – Businesses ready for deeper insight, planning, and proactive financial management.
PARTNER
Starting at
$5,500
/month*
Best for – Businesses that want a true outsourced CFO comprehensive, frequent, and fully integrated.
Annual budget creation
N/A
Entity-Wide
Entity-Wide
Standard balance sheet and income statement
Quarterly
N/A
N/A
Custom financial and operating reports
N/A
Quarterly
Monthly
Financial statement check-ins, budget to actuals and overall consultation
Semi-Annually
Quarterly
Monthly
General ledger updates and reconciliations and journal entries.
Annually
Quarterly
Monthly
Cash flow projections
N/A
Quarterly
Monthly
Bill payment through Bill.com
N/A
Twice Monthly
Weekly
Invoicing preparation and accounts receivable analysis
N/A
Monthly
Weekly
Record revenues and expenses based on bank activity
Monthly
Twice Monthly
Weekly
Bank account reconciliations
Monthly
Monthly
Monthly
Credit card reconciliations & spend management
Monthly
Monthly
Monthly
Tax planning meeting - Entity
Annually
Semi-Annually
Quarterly
Tax planning meeting - Owner
Annually
Semi-Annually
Quarterly
Assistance with workers' compensation audits
N/A
As Needed
As Needed
ACC filing
N/A
Annually
Annually
Personal property tax returns
N/A
Annually
Annually
1099 Preparation
Annually - Client prepares information
Annually - HBL prepares information
Annually - HBL prepares information
Training or consulting
4 hours annually
4 hours per quarter
4 hours per month
Power Meeting
N/A
Annually
Annually
* plus an additional onboarding fee, as applicable
* plus an additional onboarding fee, as applicable
* plus an additional onboarding fee, as applicable
STARTER
Starting at
$1,500
/month*
Best for – Businesses needing a solid financial foundation and basic advisory support.
GROWTH
Starting at
$2,500
/month*
Best for – Businesses ready for deeper insight, planning, and proactive financial management.
PARTNER
Starting at
$5,500
/month*
Best for – Businesses that want a true outsourced CFO comprehensive, frequent, and fully integrated.
Annual budget creation
N/A
Entity-Wide
Entity-Wide
Standard balance sheet and income statement
Quarterly
N/A
N/A
Custom financial and operating reports
N/A
Quarterly
Monthly
Financial statement check-ins, budget to actuals and overall consultation
Semi-Annually
Quarterly
Monthly
General ledger updates and reconciliations and journal entries.
Annually
Quarterly
Monthly
Cash flow projections
N/A
Quarterly
Monthly
Bill payment through Bill.com
N/A
Twice Monthly
Weekly
Invoicing preparation and accounts receivable analysis
N/A
Monthly
Weekly
Record revenues and expenses based on bank activity
Monthly
Twice Monthly
Weekly
Bank account reconciliations
Monthly
Monthly
Monthly
Credit card reconciliations & spend management
Monthly
Monthly
Monthly
Tax planning meeting - Entity
Annually
Semi-Annually
Quarterly
Tax planning meeting - Owner
Annually
Semi-Annually
Quarterly
Assistance with workers' compensation audits
N/A
As Needed
As Needed
ACC filing
N/A
Annually
Annually
Personal property tax returns
N/A
Annually
Annually
1099 Preparation
Annually - Client prepares information
Annually - HBL prepares information
Annually - HBL prepares information
Training or consulting
4 hours annually
4 hours per quarter
4 hours per month
Power Meeting
N/A
Annually
Annually
* plus an additional onboarding fee, as applicable
* plus an additional onboarding fee, as applicable
* plus an additional onboarding fee, as applicable
Starter
$1,500
/month
Best for – Businesses needing a solid financial foundation and basic advisory support.
- General:
- Four hours annually of training or consulting
- Revenue Operations:
- Quarterly balance sheet and income statement
- Annual general ledger updates and reconciliations, making sure all entries—like depreciation and prepaids—are accurate and up to date.
- Monthly recording revenues and expenses based on bank activity
- Monthly bank account reconciliations
- Credit card reconciliations & spend management
- Semi-annual financial statement check-ins, budget to actuals and overall consultation
- Monthly credit card reconciliations & spend management
- Tax Preparation:
- Annual tax planning meeting - Entity
- Annual tax planning meeting - Owner
- Annual 1099 Preparation - Client prepares the information
* plus an additional onboarding fee, as applicable
Growth
$2,500
/month
Most Popular
Best for – Businesses ready for deeper insight, planning, and proactive financial management.
- Four hours quarterly of training or consulting
- Entity-wide annual budget creation
- Quarterly custom financial and operating reports (i.e. job costing, sales per employee, etc.)
- Quarterly general ledger updates and reconciliations.
- Quarterly cash flow projections
- Twice monthly bill payment through Bill.com
- Monthly invoicing preparation and accounts receivable analysis
- Twice-monthly recording revenues and expenses based on bank activity
- 1099 Preparation - HBL prepares the information
- As needed assistance with workers' compensation audits
- ACC annual filing
- Preparing and filing your annual personal property tax return
- Semi-annual tax planning meeting - entity
- Semi-annual tax planning meeting - owner
- As needed Assistance with Workers' Compensation Audits
- Annual personal property tax returns
- Annual Power Meeting
- Quarterly financial statement check-ins
* plus an additional onboarding fee, as applicable
Partner
$5,500
/month
Best for – Businesses that want a true outsourced CFO comprehensive, frequent, and fully integrated.
- Four hours monthly of training or consulting
- Annual budget creation for each department
- Monthly custom financial and operating reports (i.e. job costing, sales per employee, etc.)
- Monthly general ledger updates and reconciliations, making sure all entries—like depreciation and prepaids—are accurate and up to date.
- Monthly cash flow projections
- Weekly bill payment through Bill.com
- Weekly invoicing preparation and accounts receivable analysis
- Weekly recording revenues and expenses based on bank activity
- Quarterly tax planning meeting - entity
- Quarterly tax planning meeting - owner
- Monthly financial statement check-ins
* plus an additional onboarding fee, as applicable
Onboarding
Onboarding Item
Starter
Growth
Partner
Chart of Accounts and Classes Review
Accounts Receivable Review
Finance and Operating Procedures Review
--
--
KPI Review
--
Add-Ons
Service
Details
Cost
Payroll
Processed through ADP
$250 / pay period
Sales Tax
Processed through Avalara
$300 / return
Custom training or consulting
Based on hours
Contact us
Questions?
Not sure where to start? Give us a call, and we’ll help you determine which plan is the best fit for you.