TriPoint Financial Group
TriPoint Financial Group
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Services

Essential Plan

Solo entrepreneurs, Service Providers, Consultants, Coaches, Beauty/Wellness Businesses

Pricing:

Starting at $500/month

  • Discovery Call
  • Monthly bookkeeping
    • Monthly transaction categorization
    • Bank & Credit Card reconciliations
  • Financial statements
  • Basic financial snapshot
  • Basic email  support


Growth Plan (Most Popular)

For businesses ready for better visibility and control

Includes everything in Essential, plus:

Starting at $1,500/month

  • Monthly financial review summary
  • Cash flow tracking
  • Expense categorization insights
  • 1 monthly strategy call

Premium Plan

For established businesses that want full financial calrity and support

Includes everything in Growth, plus

Starting at $3,000/month

  • Accounts receivable tracking & collections support
  • Budgeting & forecasting
  • KPI tracking & performance insights
  • 2 monthly strategy/advisory calls
  • Priority support

Add-On Services

Catch-Up/Clean-Up Bookkeeping

Starting at $500 (one-time or scoped project)

Accounts Payable Management

Starting at $300/month

Payroll Coordination Support

Starting at $250/month

Custom Financial Reporting/Dashboards

Starting at $500/month

We will do a discovery call with all new clients

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