Tailored Packages to Drive Growth

We know the business needs of US small businesses, investment firms, and professional entities. Our agile accounting are designed to help you flourish.
Tailored Packages to Drive Growth

Nexis Packaging Plans

These packages relieve your financial burdens and help you achieve business goals faster.

Features / Packages

Silver

Customized tax and bookkeeping packages for budget-conscious businesses. We handle your taxes, deliver quarterly check-ins, and provide tailored training for smooth functioning.

Gold

Accelerate your business bandwagon with professional financial experts. Our comprehensive package includes bookkeeping, accounting, and tax, backed by predictive guidance and regular updates.

Diamond

With our Advanced Package, boost your financials to yet another benchmark. Our monthly accrual accounting provides accurate accounting pictures, enabling you to take the next business step.

Annual Cost $4,200 $7,500 $10,500
Monthly Cost $350 $625 $875
Monthly Expenses $0 - $10k $10k - $50k $50k - $100k
Bank Reconciliation Included Included Included
Bookkeeping Included Included Included
Chart of Accounts Standard Detailed Customized
Account Connections 2 bank accounts and 1 credit card 5 bank accounts and 5 credit cards Unlimited bank accounts and credit cards including 3 personal credit cards
Recording of Transactions Cash basis of accounting Cash basis or accrual accounting Cash basis or accrual accounting
Employee Expense Reports Add on Add on Tracking of employee expense reports for up to 10 employees
Email Support 48-hour response 24-hour response same day
Payroll Included for up to 2 employees Included for up to 5 employees Included for up to 10 employees
Integrations Add on 3 integrations 10 integrations
Tax Planning and Strategy Add on Annual tax planning Proactive tax planning
Inventory and Ecommerce Add on Add on Included with custom QB connections
Client Invoicing Automated via Stripe Automated via Stripe Automated via Stripe
Cash Flow Management Add on Basic Cash flow analysis Cash flow/variance analysis
Fixed Asset Management Add on Add on Tracking of fixed assets on Balance Sheet and amortization schedules
Loan Tracking and Reconciliation Add on All loans on Balance Sheet All loans on Balance Sheet
Accounts Payable/Receivable Management Add on Tracking invoices/payments Tracking invoices/payments
Client portal document management & exchange Included Included Included
Financial Statements & Analysis Quarterly reports Monthly comprehensive reporting & analysis Monthly comprehensive reporting & insights.
Dedicated Account Manager Add on Client Services Team Dedicated Account Manager
Fractional CFO Services Add on Annual Budgeting/forecasting Quarterly Budgeting/forecasting
Quarterly detailed P&L variance analysis

Retainer Investment Bookeeping

Investment Reporting
For investors seeking the highest level of financial oversight, our standard package offers unparalleled services.
Assets Under Management: $100K - $100M
Hourly rates
Passive investments: 100$/hr
Alternative investments: 125$/hr
Asset Classes
Stocks, Bonds, ETFs, Mutual Funds
Hedge Funds and Derivatives
Private Equity Investments
Other Alternative Investments
Bookkeeping
Cash or accrual basis of bookkeeping
Portfolio and Bank reconcilation
Custodian Reconcilation
Chart of Accounts
Standard or Customized Chart of Accounts
Account Connections
Unlimited custodian accounts
Recording of transactions
Cash basis or accrual accounting
Support
Dedicated bookkeeper with turnaround time of 1 day
Reporting Options
NAV Reporting
Marked to Market Investment Valuation Reports
Consolidated Investment Reporting
Transaction Reporting
Realized/Unrealized Income Summary Reporting
Financial Statements
Tax Planning and Strategy
Proactive tax planning to minimize liabilities.
Franctional CFO services
Advanced CFO on call
Cash flow and variance analysis
Budgeting and forcasting
Advanced P&L variance analysis
SuMonthly comprehensive Financial Reporting and Analysis
In-depth financial analysis by CPA tailored to your business.
Cash Flow Management
Detailed tracking and planning of your investment activities
Investment Income Payable and Receivable

Nexis Pricing Packages: Your Partner in Financial Success

We understand the complexities of today’s business, which has led us to offer tailored packages catering to your unique needs.

Silver
Silver

Ideal for entrepreneurs that need assistance. Whether you have an in-house bookkeeper or are learning the ropes, we offer the support and guidance you need to maintain accurate financial records.

Gold (Most Popular)
 Gold (Most Popular)

For companies ready to scale. Our comprehensive accounting services organize your financial functions, allowing you to focus on growth.

Diamond
Diamond

Ideal for data-driven businesses. We provide detailed, comparable reports for insightful business decisions and optimize your performance.

Retainer Investment Bookkeeping
Retainer Investment Bookkeeping

These packages relieve your financial burdens and help you achieve business goals faster.

Additional Services We Offer

Additional <span>Services</span> We Offer
Payroll Services

Let our payroll management, leveraging cloud payroll apps like compliance, T4s, and ROEs, free you to focus on your business.

Quickbooks Accounting Setup

Improve the efficiency & accuracy of your client’s finances using QuickBooks accounting and manage them effectively.

Clean-up/Catch-up Services

Push the Reset Button. With our clean-up and catch-up services, you can convert your financial chaos into insights. Focus on business, not books!

Let's chat!

Fill out the form, and we'll get back to you ASAP.

Address 7901 4th St N STE 300 St. Petersburg, FL 33702

Send a message

    How can your software improve my books?

    Our updated accounting tools automate data and streamline transactions, ensuring real-time and accurate logs while saving you time.

    What bookkeeping tasks do you manage?

    We handle bank reconciliation, financial statements, payable/receivable, budgeting, and consultation to ensure your transactions are managed and transparent.

    How do you guarantee my business stays compliant with tax laws?

    We update ourselves about federal and state tax laws, delivering extensive services that include timely filing and advanced tax planning to ensure compliance and optimize financial health.

    How do you support during an IRS audit?

    Our support includes preparing required documentation, representing you before the IRS,
    and providing guidance at every stage of the audit to help you address any inquiries
    proficiently.

    What attracts an IRS audit for my business?

    The IRS opts for returns for audits based on various aspects, such as discrepancies in income submitted, high deductions compared to income, and random pick using their Discriminant
    Function System scoring.

    How do you offer insights into my investment performance?

    We provide comprehensive investment performance evaluations and benchmark comparisons. This allows you to assess your portfolio’s performance vis-à-vis market standards and better adjust your future strategies.

    What happens if there’s an error in payroll processing?

    If this occurs, our team will work quickly to resolve the issue. They will ensure that corrections are made rapidly and that employees receive timely and accurate payments.

    Does your payroll system comply with federal and state laws?

    Sure! Our payroll solutions are designed to comply with all federal and state regulations and keep you updated with any changes necessary to your business.

    What our customer saying about Nexis

    (5.0)
    "Reliable and thorough! Nexis streamlined our rental property finances and payroll. Their support is invaluable!"
    Jake Casto, Florida, USA
    (5.0)
    "A game-changer for our finances. Their CFO support improved cash flow clarity and helped us make smarter decisions!"
    Daniel Garry, CA, USA
    (4.8)
    “Professional and efficient. Managing inventory and payroll is now seamless. Nexis lets us focus on growth!”
    Oren H, ON, Canada
    (4.8)
    “Exceptional service! Nexis ensures everything is on track, from payroll to finalizing accounts. A true partner!”
    Megan N, TX, USA
    (4.8)
    "Stress-free accounting. Thanks to Nexis, we focus on projects while they handle bookkeeping and payroll effortlessly!"
    Richard robinson , Alberta, Canada

    Join hundreds of small business owners who trust Nexis with their books