Financial Data Analysis & Insights Pricing
Turn Transaction Data Into Business Intelligence
Professional financial analysis that delivers actionable insights, not just reports. Choose monthly subscriptions for ongoing visibility or one-time projects for specific needs.
Monthly Insights Subscriptions
Insights Basic - $149/month
Perfect for: Small businesses wanting regular visibility
What You Get Monthly: - Executive summary report (2-3 pages PDF) - Top spending vendors ranked - Category breakdown analysis - Month-over-month comparison - Key metrics dashboard - Unusual transaction alerts - 3 actionable insights identified
Delivery: By 15th of each month (for prior month)
Requirements: Transaction data from our services or your system
Annual Cost: $1,788/year
Insights Professional - $299/month ⭐ MOST POPULAR
Perfect for: Growing businesses making strategic decisions
Everything in Basic, plus: - Cash flow trend analysis - Profitability analysis (by service/product if applicable) - Vendor concentration risk assessment - Payment timing optimization recommendations - Budget variance reporting (if budget provided) - Year-over-year comparison - Quarterly deep-dive report (4x per year)
Delivery: Monthly report + quarterly 10-page analysis
Includes: Email support for questions about reports
Annual Cost: $3,588/year
Value: Equivalent to fractional CFO at 1/10th the cost
Insights Executive - $499/month
Perfect for: Businesses wanting strategic financial guidance
Everything in Professional, plus: - Monthly 30-minute strategy call - Custom analysis on request (1 per month) - Industry benchmark comparisons - Tax planning recommendations (quarterly) - Financial forecasting (90-day rolling) - KPI tracking (custom metrics) - Priority response to questions
Delivery: Comprehensive monthly package + consultation
Includes: Direct phone/video access to experienced accountant
Annual Cost: $5,988/year
Value: CFO-level insights without CFO salary ($80k+/year)
One-Time Analysis Services
Comprehensive Spend Analysis - $399
Deep dive into where your money goes
10-15 page detailed report: - Top 50 vendors by total spend - Spending by category breakdown - Month-by-month trend analysis - Year-over-year comparison - Duplicate payment identification - Vendor concentration risks - Cost reduction opportunities (5-10 recommendations) - Average transaction size analysis - Payment method breakdown
Timeline: 7-10 business days
Data needed: 12 months of transaction data
Typical savings identified: $2,000-5,000/year
Tax Optimization Analysis - $499
Find missed deductions and tax-saving strategies
Comprehensive tax review: - Missed deduction identification - Expense categorization optimization - Entity structure evaluation - Estimated quarterly tax projections - Year-end tax planning moves - Timing strategy recommendations - Home office deduction analysis - Vehicle expense optimization - Meal & entertainment tracking - Business vs personal expense review
Timeline: 5-7 business days
Bonus: Includes 30-minute consultation
Perfect for: S-Corp owners, high-income freelancers
Profitability Analysis - $599
Understand which customers, products, or services make money
Detailed profitability breakdown: - Revenue by customer/product/service - Cost allocation by revenue stream - Gross margin analysis - Net profit by category - High-margin vs low-margin identification - Customer lifetime value estimation - Revenue concentration risks - Pricing optimization recommendations - Focus area recommendations
Timeline: 10-14 business days
Perfect for: Service businesses, e-commerce, contractors
Cash Flow Forecasting - $449
Predict future cash needs and optimize timing
90-day cash flow projection: - Historical cash pattern analysis - Seasonal trend identification - Cash runway calculation - Working capital needs assessment - Payment timing optimization - Accounts receivable analysis - Accounts payable strategy - Cash management recommendations
Timeline: 7-10 business days
Update service: Monthly updates for $199/month
Annual Strategic Financial Review - $999
Comprehensive analysis with strategic consultation
Complete financial assessment (25-35 pages): - All analyses above combined - Multi-year trend analysis - Industry benchmark comparison - Strengths and weaknesses identified - Growth opportunity assessment - Risk identification - Strategic recommendations - 12-month action plan
PLUS: - 60-minute strategy consultation - Recorded video presentation of findings - Follow-up email support for 30 days
Timeline: 14-21 business days
Perfect for: Annual planning, investor presentations
Custom Analysis Projects
| Analysis Type | Price Range |
|---|---|
| Vendor negotiation opportunities | $299-499 |
| Fraud risk assessment | $399 |
| Department/location profitability | $499-799 |
| Customer acquisition cost analysis | $399 |
| Inventory turn analysis | $299 |
| Labor cost efficiency | $399 |
| Marketing ROI analysis | $449 |
| Custom KPI dashboard creation | $599-999 |
Add-Ons to Other Services
Already using our other services? Add analysis for less:
Add to Monthly Bookkeeping Service
| Add-On | Regular Price | Bundled Price | You Save |
|---|---|---|---|
| Basic Insights | $149/month | +$99/month | $50 |
| Professional Insights | $299/month | +$199/month | $100 |
Add to Year-End P&L Service
| Add-On | Regular Price | Bundled Price | You Save |
|---|---|---|---|
| Annual insights report | $399 | +$149 | $250 |
| Tax optimization analysis | $499 | +$299 | $200 |
Add to Data Integration Service
| Add-On | Price |
|---|---|
| Monthly dashboard refresh | +$99/month |
| Quarterly analysis | +$249/quarter |
Pricing Examples
Example 1: Solo Consultant - Annual Review
- Service: Spend Analysis + Tax Optimization
- Cost: $399 + $499 = $898
- Delivers: Complete understanding of spending + tax strategies
- Typical savings identified: $2,000-5,000/year
- ROI: 2-5x investment
Example 2: Small Business - Monthly Insights
- Service: Insights Professional subscription
- Cost: $299/month = $3,588/year
- Delivers: Monthly visibility + quarterly deep dives
- Value: Equivalent to fractional CFO at 1/10th the cost
- Time saved: 5-8 hours/month of manual analysis
Example 3: Growing E-commerce - Comprehensive Package
- Service: Profitability Analysis + Cash Flow Forecasting
- Cost: $599 + $449 = $1,048
- Delivers: Product profitability + cash planning
- Typical insights: Which products to push, which to drop
- Impact: Better inventory decisions, improved margins
Example 4: Restaurant - Ongoing Strategic Support
- Service: Insights Executive + Quarterly Tax Planning
- Cost: $499/month = $5,988/year
- Delivers: Monthly analysis + strategy calls + tax optimization
- Value: CFO-level insights without CFO salary ($80k+/year)
- Benefits: Better food cost management, tax savings, cash flow planning
Example 5: Multi-Location Retail - Annual Strategic Review
- Service: Annual Strategic Financial Review
- Cost: $999 one-time
- Delivers: 35-page analysis + 60-min consultation + action plan
- Use case: Annual planning, board presentation, investor pitch
- Typical outcome: Clear strategic priorities identified
What Makes Our Analysis Different
✓ Accountant-Led Analysis
Not just data scientists. Includes tax implications, accounting best practices, and compliance considerations.
✓ Actionable Insights
Every report includes specific, prioritized recommendations you can implement immediately.
✓ Clean Data Advantage
If you use our extraction or bookkeeping services, data is already normalized and accurate. Better data = better insights.
✓ Vendor Expertise
Our vendor normalization identifies spending patterns others miss. All "Amazon" spending is consolidated.
✓ Multi-Company Benchmarking
Compare your metrics to anonymized data from similar businesses (with your permission).
✓ Visual Presentation
Charts, graphs, and dashboards make insights easy to understand. No accounting degree required.
✓ Confidential & Secure
Your financial data handled with same security as tax returns. IRS-compliant data protection.
Frequently Asked Questions
What data do I need to provide?
Transaction data from any source: QuickBooks export, bank statements, our bookkeeping service output, or any financial records. We accept CSV, Excel, PDF, or QuickBooks files.
How quickly will I get my analysis?
One-time services: 5-21 business days depending on complexity. Monthly subscriptions: Reports delivered by 15th of each month for prior month's data.
Can you analyze partial year data?
Yes, but most insights are stronger with 12+ months of data. We can work with 6 months minimum for some analyses.
What if I don't have clean, organized data?
No problem. Use our Document Processing or Data Extraction services first, then add analysis.
Do you provide ongoing support?
Monthly subscriptions include email support. Executive tier includes monthly strategy calls. One-time services include follow-up support periods noted in each package.
Can I cancel my monthly subscription?
Yes. Month-to-month subscriptions can be cancelled with 30 days notice.
What industries do you specialize in?
All service businesses, e-commerce, restaurants, retail, construction, healthcare, and professional services. We customize analysis to your industry.
Can you compare my business to industry benchmarks?
Yes, with Insights Professional and Executive tiers. We use anonymized data from similar businesses and industry standards.
Ready to Get Started?
Stop guessing. Start knowing. Turn your financial data into actionable business intelligence.
Schedule a Consultation to discuss which analysis service is right for you.
Questions? - Email: admin@integrateacct.com - Phone: (208) 602-5452 - Office: 9460 W Fairview Ave, Suite 135, Boise, ID 83704
Compare All Services
- Monthly Bookkeeping - Full-service bookkeeping
- Document Processing - Data entry and organization
- Custom Data Extraction - System integration
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