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    • Accounting & Finance
    • Computing & IT
    • Recruitment & HR
    • Marketing
    • Business Training
    • Symbio Accounting School
    • Business Support Services
  • Symbio e-Store
  • Blog

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Accounting & Finance Services

 At Symbio360, we're pioneering a new era of accounting and finance services that are not only innovative but also remarkably cost-effective. Our mission is to empower businesses of all sizes with cutting-edge financial solutions that drive growth, streamline operations, and maximize profitability. 


Features:

  • Tailored Financial Strategies

We understand that each business is unique. Our team of experienced financial experts works closely with you to craft bespoke financial strategies that align with your goals and vision. 

  • Advanced Technology

Leveraging the latest in financial technology, we ensure efficiency and accuracy in every financial transaction. Our state-of-the-art software tools simplify complex financial processes and give you real-time insights into your financial health. 

  •  Cost Savings

Symbio360 is committed to offering cost-effective solutions. We optimize your financial operations, identify potential savings, and provide recommendations to improve your bottom line.  

  •  Compliance & Regulation

Stay ahead of the ever-evolving regulatory landscape. Our compliance specialists keep you informed and ensure that your financial practices adhere to the latest standards and regulations.  

  • Risk Management

Mitigate financial risks effectively with our proactive risk management strategies. We help you identify, assess, and minimize potential financial threats to your business.  

  • Virtual CFO Services

Benefit from having a seasoned Chief Financial Officer without the cost of hiring one in-house. Our Virtual CFOs provide strategic financial guidance to drive your business forward.  

  • Scalability

As your business evolves, so do your financial needs. Symbio360's services are scalable, ensuring that our support grows with you every step of the way.  

  • Data Security

We take your data security seriously. Our robust cybersecurity measures ensure the confidentiality and integrity of your financial information. We safeguard your data using state-of-the-art 256-bit SSL/TLS encryption, providing the same level of protection trusted by online banking institutions.

  • Responsive Support  

Our dedicated customer support team is always ready to assist you. Whether you have a question, need assistance, or want to discuss your financial goals, we're just a call or click away. 

  • Certified & Professional Team

All our team including bookkeepers, accountants and finance professionals are certified and highly experienced.    


Services, Plan Options & Pricing

 Unlock the Power of Choice: Explore Our Budget-Friendly and Adaptable Options. Tailor-Made  Solutions Crafted Just for You, Aligned with Your Unique Business Demands and Budget. Every Plan/Service Include Your Very Own Certified Bookkeeping/Accounting/Finance Expert!"  

Basic Bookkeeping

Standard Bookkeeping -Best Seller

Standard Bookkeeping -Best Seller

Ideal for startups, small/micro businesses, and solopreneurs :

Starting at $200/month

After month1 cleanup or setup fee 


  • Monthly income and expense categorization
  • Bank and credit card statement reconciliations
  • Financial statement preparation (Profit & Loss, Balance Sheet)
  • Monthly financial performance snapshot



Sign up

Standard Bookkeeping -Best Seller

Standard Bookkeeping -Best Seller

Standard Bookkeeping -Best Seller

Perfect for growing small-sized businesses


Starting $500/month

After month 1 cleanup or setup fee

 

  • All services from the "Basic" plan
  • Accounts payable management
  • Invoicing and accounts receivable tracking
  • Budgeting and variance analysis
  • Monthly strategy call with a dedicated bookkeeper


Sign Up

Premium Bookkeeping

Standard Bookkeeping -Best Seller

Fractional CFO Services

Tailored for Established Companies


Starting $1000/month

After month 1 cleanup or setup fee

          

  • All services from the "Standard" plan   
  • Payroll processing and tax reporting
  • Inventory management support
  • Custom financial reports and analysis
  • Year-End Financial   Analysis, 
  • CFO Advisory Services, 
  • Financial Strategy Planning,
  • Audit  Preparation Assistance
  • Monthly financial review meeting


Sign up

Fractional CFO Services

Fractional CFO Services

Fractional CFO Services

Starting at $2000/month 

  • Monthly Financial Review
  • Key Performance Indicator (KPI) 
  • Financial Statements
  • Email/Phone Support 
  • Budgeting and Forecasting
  • Financial Modeling
  • Cash Flow Management
  • Quarterly Strategy Meeting 
  • Fundraising Assistance
  • Mergers and Acquisitions Support
  • Profitability Analysis
  • Customized Financial Strategy
  • Monthly Strategy Meetings


Note: Retainer CFO Starting at 500/m

Fractional FP&A

Fractional CFO Services

Cost Reduction Services

Starting at $1500/month 

  • Financial Health Checkup
  • Key Performance Indicator (KPI) Assessment
  • Monthly Financial Report:
  • Email/Phone Support
  • Budgeting and Forecasting.
  • Financial Modeling:
  • Cost Analysis:
  • Quarterly Financial Strategy Meeting
  • Customized Financial Strategy
  • Cash Flow Management:
  • Profitability Analysis
  • Monthly Financial Strategy Meetings
  • Annual Financial Planning Workshop:

Note: Retainer FP&A Starting at 400/m

Cost Reduction Services

Fractional CFO Services

Cost Reduction Services

Pricing 10% of the Cost Reduced 


  • Expense Review
  • Cost Identification
  • Monthly Expense Report
  • Email/Phone Support
  • Cost Reduction Strategies
  • Vendor Negotiation Support
  • Cost Control Measures
  • Quarterly Cost Reduction Strategy Meeting:
  • Continuous Monitoring
  • Efficiency Analysis:
  • Monthly Cost Reduction Strategy Meetings
  • Annual Cost Optimization Workshop

QuickBooks ProAdvisor

QuickBooks ProAdvisor

QuickBooks ProAdvisor

$40 Per Hour

 

  • QuickBooks Setup
  • Data Entry
  • Reconciliation
  • Basic Support
  • Financial Analysis
  • Custom Reporting
  • Expense Tracking
  • Quarterly Revie
  • Advanced Support
  • Financial Strategy
  • Payroll Management:
  • Monthly Review

New Accounting Setup

QuickBooks ProAdvisor

QuickBooks ProAdvisor

Starting at $400. 


  • Chart of Accounts
  • Initial Data Entry
  • Bank and Credit Card Integration
  • Basic Training
  • Vendor and Customer Setup
  • Advanced Training
  • Sales Tax Configuration
  • Advanced Integration
  • Employee Payroll Setup
  • Financial Reporting
  • Ongoing Support

Nonprofit Accounting

QuickBooks ProAdvisor

Accounting Automation Service

 Starting at $1000/month


  • Monthly income and expense categorization
  • AP and AR
  • Bank Reconciliation
  • Financial Reporting
  • Basic Support
  • Budgeting
  • Grant Tracking
  • Expense Allocation
  • Quarterly Financial Review
  • Customized Financial Strategy
  • Fund Accounting
  • Board Reporting
  • Monthly Financial Strategy Meetings
  • Annual Financial Planning Workshop

Accounting Automation Service

Accounting Policy Development Service

Accounting Automation Service

 Starting $1000 per month


  • Accounting Software Setup
  • Automation of Data Entry
  • Bank Reconciliation Automation
  • Basic Support
  • Expense and Invoice Automation
  • Advanced Integration
  • Custom Reporting
  • Quarterly Automation Review
  • Advanced Process Automation
  • Financial Data Analysis
  • Custom Workflow Design
  • Monthly Automation Strategy Meetings

GAAP Implementation Service

Accounting Policy Development Service

Accounting Policy Development Service

Starting at $1000 per month 


  • Initial GAAP Assessment
  • Gap Analysis
  • Basic GAAP Framework
  • Consultation
  • Customized GAAP Framework
  • Documentation
  • Review and Approval
  • GAAP Implementation Plan
  • Training Materials
  • GAAP Rollout
  • Ongoing Support:
  • Annual GAAP Review

Accounting Policy Development Service

Accounting Policy Development Service

Accounting Policy Development Service

Starting at $200 one-time fee 


  • Policy Review
  • Gap Analysis
  • Basic Policy Template
  • Consultation
  • Customized Policy Framework
  • Documentation
  • Review and Approval
  • Policy Implementation Plan
  • Training Materials
  • Policy Rollout
  • Ongoing Support
  • Annual Policy Review

Budget Preparation Services

Consolidated Financial Statements Preparation Services

Financial Projection Services

 Starting at $200 one-time fee


  • Initial Budget Assessment
  • Budget Template
  • Budget Data Collection
  • Consultation
  • Customized Budget Framework
  • Budget Documentation
  • Review and Approval
  • Budget Implementation Plan
  • Training Materials
  • Budget Rollout
  • Ongoing Support
  • Annual Budget Review

Financial Projection Services

Consolidated Financial Statements Preparation Services

Financial Projection Services

Starting at $500 one-time fee


  • Initial Financial Data Review
  • Standard Financial Projections
  • Basic Assumptions
  • Consultation
  • Customized Projections
  • Assumption Sensitivity Analysis
  • Scenario Analysis
  • Presentation
  • Strategic Financial Planning
  • Advanced Scenario Modeling
  • Ongoing Support
  • Annual Projection Review

Consolidated Financial Statements Preparation Services

Consolidated Financial Statements Preparation Services

Consolidated Financial Statements Preparation Services

Starting at $1000 one time fee

 

  • Initial Assessment
  • Consolidation Method Selection
  • Basic Consolidated Financial Statements:
  • Consultation
  • Customized Consolidation
  • Intercompany Transactions Analysis
  • Advanced Reporting
  • Review and Approval
  • Strategic Financial Planning
  • Advanced Intercompany Eliminations.
  • Ongoing Support
  • Annual Consolidation Review

Accounting Cleanup

Accounting Department Setup Services

Consolidated Financial Statements Preparation Services

Starting at $500 one-time fee

A complete overhaul of the financial records. 


  • Reconciling bank statements
  • Categorizing transactions, 
  • Fixing errors in the financial records. 
  • Reconstructing financial statements
  • Identifying and rectifying errors or discrepancies, 
  • Providing detailed financial analysis and reporting. 

Grant Accounting

Accounting Department Setup Services

Accounting Department Setup Services

Starting at $500 per month 

  • Grant tracking and management
  • Recording grant income and expenses
  • Compliance with accounting standards
  • Expense allocation and tracking
  • Budgeting and forecasting
  • Compliance with specific grant regulations
  • Audit trail and compliance reporting
  • Financial reports

Accounting Department Setup Services

Accounting Department Setup Services

Accounting Department Setup Services

 Starting at $1000-one time fee


  • Chart of accounts creation
  • Bookkeeping and transaction recording
  • Basic accounting software selection and setup
  • Basic financial process documentation
  • Integration with other financial systems (e.g., payroll)
  • Setup of basic financial reporting and analysis tools
  • Basic internal control implementation
  • Staff hiring guidance and job descriptions
  • Training and onboarding of accounting staff

Accounting Software Migration Services

Accounting Software Migration Services

Accounting Software Migration Services

Starting at $600 one-time fee 


  • Data extraction from the old system
  • Data validation and reconciliation
  • Data cleansing and formatting
  • Data import into the new accounting software
  • Basic mapping of accounts and categories
  • Historical data transfer for several years
  • Testing and validation of migrated data
  • Basic staff training on using the new software

Accounting Department Stress Testing

Accounting Software Migration Services

Accounting Software Migration Services

Starting at $500 one-time fee

 

  • Comprehensive assessment of accounting processes and workflows
  • In-depth analysis of risk areas, including financial, operational, and compliance risks
  • Scenario planning for a wider range of financial stressors
  • Comprehensive stress testing of financial projections, budgets, and liquidity
  • Detailed recommendations for process enhancements, risk mitigation, and contingency planning
  • Ongoing monitoring and support for implementing changes

Internal Audit

Accounting Software Migration Services

Manufacturing/Merchandise Accounting

Starting at $1000 one-time fee 


  • Risk Assessment
  • Compliance Checks
  • Financial Audit.
  • Internal Control Review
  • Documentation
  • Periodic Reporting

Manufacturing/Merchandise Accounting

Manufacturing/Merchandise Accounting

Manufacturing/Merchandise Accounting

Starting at $1000 per month 


  • Financial Recordkeeping
  • Cost Accounting
  • Inventory Management
  • Compliance with Accounting Standards
  • Profitability Analysis
  • Financial Statements
  • Management Reporting

Financial Dashboard Services

Manufacturing/Merchandise Accounting

Financial Dashboard Services

Starting at $200 one-time fee


  • Data Visualization
  • Key Metrics
  • Income Statement
  • Balance Sheet
  • Cash Flow
  • Standard Reporting

Billing Services

Manufacturing/Merchandise Accounting

Financial Dashboard Services

Starting at $200 per month

 

  • Invoicing
  • Payment Processing
  • Billing Software
  • Billing Support
  • Standard Reporting
  • Billing Analytics 

  • Privacy Policy
  • Terms and Conditions

Symbio 360, LLC

Call Us: 916.883.1953

Copyright © 2025 Symbio 360 - All Rights Reserved.

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