Finance Operations
Books closed and reconciled every month, so you stop doing them at night and always know where you stand.
Price
From $495 a month
Tailored quote after a first look at your books. Save 10% paid annually.
Timing
Books closed by business day 15, or 10 on Fast Close
Best for
Owners doing the books themselves, books that have fallen behind, or businesses ready to upgrade from their current bookkeeper
What changes for you
01
Your evenings back
Your books are done for you every month and reviewed by Sanctum before they reach you, so the work comes off your desk.
02
Accrual books
Revenue and costs land in the month they belong to, which is how lenders and buyers read a P&L.
03
Ready for your CPA
A year-end pack goes to your CPA, so tax season starts from clean numbers.
Insight closes your books every month on an accrual basis, to a fixed timetable, and Sanctum reviews them before they reach you. You get numbers you can run the business on, and books a lender or buyer will accept when the time comes.
Who it’s for
Owner-run businesses that want reliable monthly numbers without hiring in-house, and owners whose books have fallen behind or are still kept on a cash basis.
What’s included in Insight
QuickBooks Online or Xero set up for you, or your books moved across from your current system
Accrual-basis books with bank and credit card reconciliations
Monthly P&L, balance sheet and cash flow statement, delivered by business day 15 (business day 10 on Fast Close)
A monthly 30-minute call, or a recorded walkthrough of your numbers
An owner scorecard with your key numbers on one page
Automated low-cash alerts
A year-end pack for your CPA
Replies within 1 business day
Don’t need monthly numbers? Quarterly bookkeeping is available at a lower cost. Ask us about it on the call.
Hindsight: catch-up and clean-up
If your books are behind or need a clean-up, Hindsight brings them up to date with a catch-up to accrual, reconciled to the bank. We then hand over to Insight or to your own bookkeeper. Move onto Insight within 60 days and the setup fee is waived.
Pricing
Insight: from $495 a month, tailored after a first look at your books, with 10% off when you pay annually
$1,000 setup fee on agreements shorter than 6 months, waived on a 6 or 12-month agreement, after any Capital Desk work, or if you move from Hindsight onto Insight within 60 days
Fast Close: weekly bookkeeping and statements by business day 10, quoted as an add-on
Hindsight: from $300 per month of books, minimum 6 months, with a fixed quote after we review your files
Extra entities, inventory and job costing are priced as add-ons
Every deliverable on time or 20% off, provided your data arrives on time
Foresight and Oversight add controller reporting, forecasting and planning on top of the books.
Interested in this service?
Tell us where the business is and where you want it to go. We’ll suggest the right tier, or tell you if we’re not the right fit.
Other services
Fractional Finance
Controller-level reporting, forecasting and planning, with a monthly review of the numbers.
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Deal Readiness
Get ready for a buyer or lender before you go to market, so the business is priced on what it’s worth.
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Transaction Support
Someone on your side from signed terms through to close, on a loan, a sale or an acquisition, so you get the best terms on offer.
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