Plans & Pricing

Every business and nonprofit needs the support of a financial team that meets their particular needs. For this reason, Eagle and Pelican offers:

Customizable plans.
Predictable, flat rate pricing.
No long-term contracts or commitments.

We believe that flat rate plans are the best way to be your reliable partner. Flat rate plans incentivize us to be efficient, to not waste your time, and to invest in our systems and staff expertise. While we do charge an hourly rate for some limited-time projects, hourly rates for routine work encourage bad habits, out of date methods, and minimal investment in technology.

Not sure what you need? We offer New Client Exploratory Meetings to help you decide what will help your organization the most.

Model Plans

Organize

$ 295 Monthly. No Contract.

Dedicated Bookkeeper
Unlimited Email Communication
Monthly Transactions Entry
Monthly Reconciliations
Monthly Close Management
Easy to Use Client Portal
Chart of Accounts Setup or Review
Cash or Accrual Basis
Standard Monthly Reporting
Annual 1099s - Tracking and Submission
Quickbooks Online or Xero

Engage

$ 595 Monthly. No Contract.

ALL of Organize, Plus...
Weekly Transactions Entry
Tracking by Class/Division/Location
Basic Payroll Import
Bill.com - Setup & Client Self-Serve
Work With Your Tax Preparer

Manage

$ 1395 Monthly. No Contract.

ALL of Engage, Plus...
AR/AP Management
Bill.com Integration + $100 Monthly Credit
Spend Management
Annual Budget Support + Quarterly Reviews
Reports - Budget vs. Actual, Cash Projection
Complex Payroll Import

Strategize

$ 2495 Monthly. No Contract.

ALL of Manage, Plus...
Weekly Strategy Sessions
Monthly Reviews & Analysis
Custom Reporting & KPIs
Spreadsheet Tool Development

To Fit

Custom Recurring or One-Time

Mix and Match Services
Recurring or One-Time Services
Financial Records Quality Review and Cleanup
Audit Prep
Custom Spreadsheet Tools

Requirements for Working with Us

Use QuickBooks Online or Xero accounting software. We can help set up an account if you don’t have one.
Ability to take a photo or scan paper receipts, bills, etc. and upload to client portal.
A digital file system (i.e. Google Drive, DropBox) to share records like bank statements (we can help create this).
Incorporated in the United States.