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PROFIT & RELAX

Empower Your Financial Future

Picture It Personal Finance is here to help you feel in control of your money! Quit stressing about your business budget, whether or not you can afford to hire help or make that investment. Learn to pay yourself consistently and ensure you stay profitable. This way you can focus on the work you started your business to do, and then take time away to rest like a boss.

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PRICING

Pick a Plan that Fits Your Needs

EntryFor aspiring solopreneurs & dedicated side hustlers ready to grow

$ 197

Per Month

Understand your numbers thoroughly, without immersing in daily details.

  • Up to 50 transactions input and matching, updated monthly
  • Monthly bank reconciliations (2 bank or credit card accounts)
  • Unlimited email support
  • Quarterly Financial Reports – Income Statement, Balance Sheet, Cash Flow Statement
  • Quarterly video review of Financial Reports (explaining them in terms you can understand)
  • No contract, cancel any time (30 days notice required to cancel)
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StandardFor businesses with more complex transactions & frequent reports

$ 497

Per Month

Payroll, Accounts Payable/Receivable synced in your software.

  • Up to 250 transactions input and matching, updated bi-weekly
  • Monthly bank reconciliations (5 bank or credit card accounts)
  • Unlimited email support
  • Monthly Financial Reports – Income Statement, Balance Sheet, Cash Flow Statement
  • Monthly video review of Financial Reports (explaining them in terms you can understand)
  • No contract, cancel any time (30 days notice required to cancel)
  • Access to our secure client portal
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PremiumFor full-service accounting, monthly advisory & budget/forecasting

$ 997

Per Month

Twice-monthly meetings to drive your business towards steady growth.

  • Up to 350 transactions input and matching, updated bi-weekly
  • Monthly bank reconciliations (7 bank or credit card accounts)
  • Unlimited email support
  • Monthly Financial Reports – Income Statement, Balance Sheet, Cash Flow Statement
  • Twice monthly video review of Management Reports (Financial Reports & KPI Reporting)
  • No contract, cancel any time (30 days notice required to cancel)
  • Access to our secure client portal
  • Monthly Cash Flow Forecasting
  • Monthly Budgeting
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Customize Your Plan with Optional Add-ons

Comprehensive Diagnostic Review

$ 250

One-time Fee

One-time detailed analysis of your books. We’ll review your books comprehensively, document concerns, offer recommendations, and then share our findings in a video meeting. Essential prerequisite to any catch up work.

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Catch Up & Minor Clean-Up Tasks

$ Price Varies

Price Varies

Realized you’re a bit behind? We step in to update, rectify, and systematically organize your books for the previous year. The pricing fluctuates based on the depth of cleanup needed and the present state of your books.

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Essential Bookkeeping Add-Ons

$ Price Varies

Price Varies
  • KPI Tracking & Reporting (Up to 10 metrics)
  • Accounts Payable (paying vendors)
  • Accounts Receivable (Billing customers)
  • Job Costing and Profit Measuring
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TESTIMONIALS

What Our Clients Say

Ready to take control of your financial destiny and build the life you love?

Schedule a Clarity Session Now!