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Taskplete

Financial Services Pricing

Taskplete pricing

Financial Services Pricing

Accounting, reporting, financial controls, and advisory support priced around your records, transaction volume, deadlines, and reporting needs.

Transparent proposal

Financial service pricing is confirmed after discovery so the fee matches the real workload, deadlines, compliance requirements, and level of support.

Startup Support

Quote per assignment

For new or small teams that need accounts cleaned, records organized, or a basic reporting cycle set up.

  • Chart of accounts setup
  • Transaction review
  • Basic financial statements
  • Handover notes

Compliance and Controls

Quote project based

For teams preparing for audits, grants, tenders, or management reviews.

  • Internal controls review
  • Policy and procedure support
  • Audit preparation
  • Board or donor reporting

Typical scope

  • Bookkeeping and account reconciliation
  • Financial statements and management reports
  • Budget preparation and variance review
  • Internal controls and finance process improvement
  • Tender, grant, or audit documentation support

How we confirm pricing

1. Discover

We review goals, timelines, documents, users, and any existing systems.

2. Scope

We define deliverables, assumptions, approvals, and service boundaries.

3. Quote

You receive a written price, timeline, and payment schedule before work starts.

4. Deliver

We execute with progress updates, handover notes, and support where required.