Financial Services Pricing

DrillDown Solution Pricing Model

Solutions that give you the results you want. Gone are the days of hourly billing. At DDS, count on an unquestionable value and laser-precision accuracy to help your business grow. Our custom financial services pricing plan creates a price that is right for your business.

Schedule a consultation today to get your custom plan.

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LEAN
Great for Start-ups & Sole Owners

starting at$525 per month $450 paid annually See Details
  • Standard Chart of Accounts Standard Chart of Accounts
  • Transaction Entry Transaction Entry
  • Bank & Credit Card Accounts Bank & Credit Card Accounts
  • Up to 2 Financial Institutions Up to 2 Financial Institutions
  • Account Reconciliations Account Reconciliations
  • Journal Entries Journal Entries
  • Phone/Email Support Phone/Email Support
  • Tax Adjustments Tax Adjustments
  • Monthly Financial Statements Monthly Financial Statements
  • Quarterly Close of the Books Quarterly Close of the Books
  • Business Income Tax Compliance Business Income Tax Compliance
  • Business Federal and Home State Returns Business Federal and Home State Returns
  • Business Agency Correspondence Business Agency Correspondence

AGILE
Great for Small Businesses

starting at$850 per month $725 paid annually See Details
  • Standard Chart of Accounts Everything in Lean Plus
  • Transaction Entry Additional 2 Financial Institutions (4 total)
  • Bank & Credit Card Accounts Quarterly Financial Statements
  • Up to 2 Financial Institutions Monthly Close of the Books
  • Account Reconciliations Quarterly Financial Recap Email
Schedule a Consultation

GROWTH
Great for Growing Businesses

starting at$1,175 per month $995 paid annually See Details
  • Standard Chart of Accounts Everything in Agile Plus
  • Transaction Entry Custom Chart of Accounts
  • Bank & Credit Card Accounts Additional 2 Financial Institutions (6 total)
  • Up to 2 Financial Institutions Custom Financial Statements
  • Account Reconciliations Monthly Financial Recap Email
  • Journal Entries Annual Budget Preparation
  • Phone/Email Support Quarterly Zoom Budget Review Meeting
  • Tax Adjustments Fixed Asset & Class Tracking
Schedule a Consultation

SCALE
Great for Rapid Growth Businesses

Customized services to fit your scaling needs paid annually See Details
  • Standard Chart of Accounts
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Additional Services

  • Personal Tax Return
  • Tax Planning
  • Accounts Payable
  • Customized Chart of Accounts
  • Multi-State Tax Compliance
  • Personal Tax Return
  • Tax Planning
  • Accounts Payable
  • Customized Chart of Accounts
  • Multi-State Tax Compliance
  • Personal Tax Return
  • Tax Planning
  • Accounts Payable
  • Customized Chart of Accounts
  • Multi-State Tax Compliance

*Ask us about adding on other additional services to your monthly package.