Pricing Packages

While every funeral home has unique accounting needs, most fit within one of the pricing tiers below based on annual call volume, operational complexity, and reporting requirements. Our Essential packages allow your team to continue to handle the day-to-day transactions while we ensure your accounting is accurate, reconciled, and understandable.

Onboarding

$1,000-$2,500

Our catch-up and cleanup services correct inaccurate or unreconciled financials, resolve outstanding accounting issues, and bring your books current—creating a clean, reliable foundation for accurate reporting moving forward. Pricing depends on extent of issues and how many months behind.

Our one-time onboarding fee ensures your accounting systems, financial records, reporting, and workflows are properly configured from day one, creating a clean foundation for accurate and efficient monthly accounting. This includes but is not limited to:

• Kickoff meeting

• Accounting system access/setup

• Chart of accounts review

• Bank and credit-card connections

• Payroll integration review

• Beginning balance verification

• Loan and fixed-asset setup

• Insurance assignment workflow setup

• Preneed accounting workflow setup

• Monthly close calendar

• Reporting package setup

• KPI reporting setup

• Client document-request checklist

• First-month close preparation

Historical Cleanup/Catchup

$1,000-$5,000+