TAILORED SOLUTIONS
NIVELA
GUIDE

$
๐ 2-4 Discovery Sessions
๐ Customized plan including goals and timeline
๐ 4-8 Weekly Coaching or Consulting Sessions based on custom plan
๐Optional Add-ons available
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Best For
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Those who want to leverage our expertise
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Those who want to try Nivela before making a longer term commitment
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Those who prefer a fixed fee support package
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NIVELA
PERFORM

$$
๐ Full bookkeeping using Quickbooks
๐Monthly reconciliations and reporting
๐Partnership with preferred CPA or financial advisor
๐Optional Add-ons available
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Best For
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Those who want to outsource Bookkeeping
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Those who value quality financial controls and reporting
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Those who prefer a flexible, customizable packageโโ
NIVELA
OPTIMIZE

$$$
๐Full assessment, re-design, and re-build of financial operations, policies, and controls.
๐Dedicated project manager
Exact scope will be established per project.โโ
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Best For
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Those who want their back-office fully optimized
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Those who have a mess to clean up
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Those who have the resources to support a large scale project
