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TAILORED SOLUTIONS

Our solutions are as unique and customized as our clients. 

We believe we have something to offer almost every small business, but we also acknowledge that there must be a mutual fit for a partnership to work well.

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SERVICE  LEVELS 

NIVELA
GUIDE

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      2-4 Discovery Sessions

      Customized plan including          goals and timeline

      4-8 Weekly Coaching or              Consulting Sessions based          on custom plan

      Optional Add-ons available

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Best For

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  • Those who want to leverage our expertise

  • Those who want to try Nivela before making a longer term commitment

  • Those who prefer a fixed fee support package

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NIVELA
PERFORM

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     Full bookkeeping using               Quickbooks

     Monthly reconciliations and       reporting

     Partnership with preferred           CPA or financial advisor

     Optional Add-ons available

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Best For

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  • Those who want to outsource Bookkeeping 

  • Those who value quality financial controls and reporting

  • Those who prefer a flexible, customizable package​​

NIVELA
OPTIMIZE

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     Full assessment, re-design,         and re-build of financial               operations, policies, and             controls. 

     Dedicated project manager

     Exact scope will be                       established per project.​​

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Best For

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  • Those who want their back-office fully optimized

  • Those who have a mess to clean up

  • Those who have the resources to support a large scale project

FAQ
(Frequently Asked Questions)

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