NorthMetric Finance & Analysis

Pricing

Clear, Project-Based Pricing. No Retainers.

Every engagement is scoped and priced as a project. You receive a defined scope and a firm price before any work begins — no monthly retainer required.

  • Project-Based
  • Clear Scope
  • Firm Price Before Work Begins
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Financial Data Cleanup & Health Check

Starting at

$350

Ideal fit

Excel, CSV, or accounting-export data that needs checking and standardizing before reliable review or reporting.

  • Cleaned, organized Excel or CSV dataset
  • Data-quality health check (not a business financial-health score): duplicates, missing or invalid information, sign, date, category, and data-type issues
  • Standardization log and findings summary
  • Reconciliation and data-quality checks where the source supports them
  • Uncertain or material items flagged for your review
Discuss Your Project
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Financial Reporting & Analysis

Starting at

$600

Ideal fit

Usable, mapped financial data ready for management reporting and analysis.

  • Revenue, expense, and period-comparison reporting
  • P&L and financial performance analysis when source data supports it
  • Gross profit, operating profit, net income, margin, and trend analysis
  • Budget-versus-actual and variance analysis when budget data is provided
  • Cash-flow analysis when appropriate source data is available
  • Excel reporting, PDF management report, and plain-English findings, as defined in the agreed scope
Discuss Your Project
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Excel Audit + Performance Review

Starting at

$900

Ideal fit

Businesses that need both a careful workbook-quality review and a management-focused assessment of financial performance.

  • Combined package: Excel workbook-quality audit plus profitability and performance review
  • Workbook review for formula errors, broken references, inconsistent formulas, totals, formatting, and data types
  • Written findings and recommended corrections—not automatic repair, assurance, or an independent audit opinion
  • Source-supported profitability, margin, expense, and trend analysis
  • Supported risks, opportunities, unusual movements, and concentration issues
  • Management-oriented areas requiring attention or further investigation
  • Clear separation of calculated facts from interpretation
Discuss Your Project

Need only an Excel workbook audit or only a performance review? Standalone requests are welcome and receive a scoped quote after a brief review.

Featured Package

Combined Cleanup + Reporting Projects

Typically $750–$1,250+

Final pricing depends on data volume, complexity, source quality, reporting depth, and scope. Combining cleanup with reporting is often the most efficient starting point for businesses with disorganized data and unclear reporting.

Discuss Your Project

How Pricing Works

Starting Points, Not Fixed Quotes

The prices above are starting points, not fixed quotes. After a brief review of your files and goals, you receive a defined scope and a firm price before work begins — so there are no surprises.

Pricing is project-based; there is no required retainer. Rush work or materially expanded scope may require revised pricing, which is always discussed and agreed with you first.

Before payment, the quote defines the entity and currency, period covered, source files, approximate record count, and included revisions. The delivery date is confirmed after sample review.

Reporting assumes usable, mapped financial data. Additional cleanup is scoped separately, and a profit-and-loss statement is not inferred from bank receipts alone. Excel audit findings are reviewed and presented as recommended corrections rather than applied silently.

Final price depends on:

  • Row count and file size
  • Number of files to be combined or reconciled
  • Quality and consistency of the source data
  • Depth of requested analysis and reporting
  • Requested turnaround time
  • Requested deliverables and added scope

FAQ

Before You Begin

What should I share for an initial review?

Describe the business need, file types, approximate record count, periods covered, and desired outcome. Do not send financial files through the inquiry page.

How does the project begin?

We discuss goals, review sample structure where appropriate, and agree the scope, delivery date, revisions, and firm quote before payment.

How are client files shared?

Files are requested after scope is agreed and shared through the secure onboarding method confirmed for that engagement.

Is a monthly retainer required?

No. Work is scoped and priced by project, with any follow-on work agreed separately.

Bring Clarity to Your Financial Information

Tell us briefly about your spreadsheet, reporting need, or financial-analysis question, and we will confirm scope and pricing before any work begins.

Discuss Your Project