Explore Our Packages
The most challenging part of outsourcing your accounting and financial services is taking that first step. Our expert team will craft a customized plan tailored to your current needs, with the flexibility to grow with your business.
Starter
Starting at
$1,000
Periodic financial statements
accounting services
- Bank and Credit Card Reconciliations
- Payroll | Posting Only
- Loan Tracking
- Accounting Basis | Cash, Annual Accruals
Reporting & Support
- Dedicated Account Manager
- Monthly Financial Reports
- Month-End Close | Standard
- Performance Reports | Email Delivery
Essential
Starting at
$2,000
Real-time accounting department
accounting services
- Bank and Credit Card Reconciliations
- Payroll Processing
- Loan Tracking
- Accounting Basis | Cash or Accrual
- Vendor Bill Payments
- Employee Expense Reimbursements
- Job Costing and Class Tracking
Reporting & Support
- Dedicated Account Manager
- Managing Accounting Inbox
- Monthly Financial Reports
- Month-End Close | Priority
- Performance Reports | Monthly Zoom
- Budget to Actual Reporting
Elite
Starting at
$3,000
Expert financial advisory
accounting services
- Bank and Credit Card Reconciliations
- Payroll Processing
- Loan Tracking
- Accounting Basis | Cash or Accrual
- Vendor Bill Payments
- Employee Expense Reimbursements
- Job Costing and Class Tracking
- Customer Invoicing & Collections
- Payroll and Insurance Audits
Reporting & Support
- Dedicated Account Manager
- Managing Accounting Inbox
- Monthly Financial Reports
- Month-End Close | Express
- Performance Reports | Weekly Calls as Needed
- Custom Dashboards & Executive Reporting
- Annual Budget Preparation Support
- Budget to Actual Reporting
- Cash Flow Management
Choose a Package
Starter
Starting at
$1,000
Periodic financial statements
Essential
Starting at
$2,000
Real-time accounting department
Elite
Starting at
$3,000
Expert financial advisory
accounting services
Bank and Credit Card Reconciliations
Payroll
Posting Only
Payroll Processing
Payroll Processing
Loan Tracking
Accounting Basis
Cash, Annual Accruals
Cash or Accrual
Cash or Accrual
Vendor Bill Payments
Employee Expense Reimbursements
Job Costing and Class Tracking
Customer Invoicing & Collections
Payroll and Insurance Audits
Reporting & Support
Dedicated Account Manager
Managing Accounting Inbox
Monthly Financial Reports
Month-End Close
Standard
Priority
Express
Performance Reports
Email Delivery
Monthly Zoom
Weekly Calls as Needed
Custom Dashboards & Executive Reporting
Annual Budget Preparation Support
Budget to Actual Reporting
Cash Flow Management
Add-on Services
Need Help with the First Step?
Our team of experts can help you with a custom solution that fits your needs.
The CedarRock Approach
Our accounting and financial services are more than a transactional partnership. They are a collaborative, value-driven relationship. Three key principles underpin our client approach:
People-first
From our first communication, we put our relationship in the forefront. Our experts are here to help guide you with data-driven insights on what your business requires when you need it.
Customized Solutions
We design efficient processes tailored to your business needs and integrate efficient workflows that save time, improve accuracy, and reduce risk.
Technology-Driven
We implement the latest, proven technologies that drive efficiency across your financial process.
What Our Clients Value Most
Evan Seltzer,
Director of Business Development
Reliable 1 Laboratories LLC
CedarRock Advisory Group takes care of all our accounting from beginning to end on a daily basis. The workflow is outstanding. I have to say that working with them SBO has been extremely smooth.
They are willing to help in many ways and customize programs and processes according to our company’s needs.
Josef Goodman,
Managing Principal
Haussmann Acquisitions LLC
I love working with the CedarRock (formerly SBO) team. They are very dedicated professionals who take a real sense of ownership and consistently meet deadlines.
Ricardo Goldschmidt,
President & CFO
Twillory
Sarah Sokolic,
Executive Director
LabShul
Working with SBO for the last 12 years has been a game-changer for our business. Their team not only keeps our financials in order but also provides valuable insights that help us make smarter decisions. They’re proactive, detail-oriented, and always available when we need them. We finally have peace of mind knowing our accounting is in expert hands.
Evan Steele,
Founder & CEO
Rater 8
