Our Services

Propel Ace Financial provides dependable bookkeeping built for small business owners and service contractors — keeping your records clean, your numbers understandable and making sure you have compliant books. 

As your business grows, clean books alone aren’t enough — you need financial direction. Propel Ace Financial provides strategic advisory designed to improve cash flow, strengthen profitability, and help you make confident decisions.

You can use the other details I had before for payroll and life insurance.

I would also prefer all the services (payroll and life insurance inclusive)offered to be on the home page like we had before, rather than the book keeping and CFO Advisory tiers with pricing.

Also include these details under the tiers. 

I need to show what is being offered under each tier.(This has been slightly tweaked from what I sent to you guys initially). You can take out all that best for…. information we had on there before. 

Starter

What’s included:

• Monthly account reconciliations

• Expense categorization & organization

• Monthly financial statements

• Reporting insights

• Email support throughout the month

Starting at $250/month

Standard 

What’s included:

Everything in Starter, plus:

• Accounts payable & receivable tracking

• Monthly performance summary

• Cash-flow monitoring

• Vendor and cost trend insights

Starting at $450/month

Pro

What’s included:

Everything in Standard, plus:

• Priority response support

• Job profitability tracking assistance

• Monthly financial review call

• Strategic reporting tailored to business goals

Starting at $650/month

CFO Advisory Lite

What’s included:

• Cash-flow forecasting

• Profitability insights

• Monthly financial strategy call

• Growth and pricing guidance

Starting at $1,000/month

CFO Advisory Scale

What’s included:

Everything in Lite, plus:

• Advanced forecasting models

• Budgeting and planning support

• Financial risk analysis

• Ongoing strategic advisory access

Starting at $2,000/month

Life Insurance

Protect your future with life insurance solutions designed to provide financial security and peace of mind.

Propel Ace Financial works with trusted insurance carriers to deliver coverage tailored to your personal needs and long-term financial goals. Our approach ensures clear guidance and dependable protection for individuals and families seeking lasting financial stability.

Efficient and dependable payroll management designed to support growing businesses. Propel Ace Financial ensures employees are paid accurately and on time while helping businesses maintain compliance and operational efficiency.

Services include:

• Weekly, bi-weekly, semi-monthly, and monthly payroll processing

• Multi-state payroll support

• Secure direct deposit and pay card options

• Accurate payroll reporting and documentation