Services

Morris Financial LLC offers two core services — monthly bookkeeping and financial analysis. Whether you need clean books every month, a one-time financial model, or both, every engagement starts with a free consultation

Monthly Bookkeeping

Simple

$150–200/month

Best for solo operators and very small businesses

  • One bank account

  • Up to 75 transactions/month

  • Monthly P&L and balance sheet

  • Bank reconciliation

  • Monthly financial summary

Standard

$225-275/month

Best for small businesses with employees

  • Up to three accounts

  • Up to 200 transactions/month

  • Everything in Simple plus

  • Accounts payable tracking

  • Quarterly review call

Complex

$300–375/month

Best for multi-entity or high-volume businesses

  • Unlimited accounts

  • High transaction volume

  • Agricultural and multi-entity operations

  • Everything in Standard plus

  • Custom reporting

All engagements begin with a free consultation and a written engagement letter. Pricing is determined after an initial review of your business needs.

Financial Analysis and Projections

Most bookkeepers tell you what happened last month. Morris Financial LLC can tell you what's coming next.

Financial analysis and modeling services are available two ways — as a standalone one-time project, or as an add-on to your monthly bookkeeping engagement. Bookkeeping clients benefit most from the combination because your projections are built on numbers we already know are accurate.

Standalone Projects

  • Annual financial projections and forecasting

  • Three-scenario modeling — base case, upside, and downside

  • Break-even analysis for equipment purchases, expansion, or new hires

  • Cash flow gap analysis — identify where gaps will occur before they hit

  • Loan and SBA financing preparation packages

  • Business performance analysis — how does this year compare to last

  • Startup financial modeling for new businesses or new revenue streams

  • Equipment purchase vs. lease analysis

  • Profitability analysis by product, service, or location

    Pricing: $250–$1,500 per project depending on complexity. Every project is scoped and quoted in writing before any work begins. No surprises.

Bookkeeping Add-ons

Already a bookkeeping client? Layer financial analysis on top of your clean monthly books for a complete picture of where your business stands and where it's headed.

  • Monthly budget vs. actual reporting — see exactly where you came in over or under projection

  • Rolling 13-week cash flow forecast updated every month — know what's coming before it arrives

  • Quarterly KPI dashboard — track the metrics that actually matter for your business

  • Seasonal cash flow planning — critical for agricultural and seasonal businesses

  • Annual projection update — refresh your projections each year based on actual results

  • Monthly written financial summary — plain English explanation of what your numbers mean

Pricing: $75–$200 per month depending on what's included, added to your existing bookkeeping retainer.

Not Sure?

Schedule a free consultation and we'll identify exactly what your business needs — whether that's a one-time project, an ongoing add-on, or both.

Schedule a Free Consultation

All engagements begin with a free consultation and a written engagement letter. Pricing is determined after an initial review of your business needs.