CedarRock Advisory Group

• Pricing model: Tiered monthly retainer for outsourced accounting/bookkeeping, with custom scoping by business complexity; also offers one-time/project-based add-ons such as historical cleanup, software migration, audit support, payroll setup, cash flow forecasting, staff training, and sales tax filing.
• Starting price: $1,000
• Typical range: $1,000-$3,000 per month
• Billing: Monthly recurring pricing. The company also states it offers flat monthly pricing tailored to each client’s scope and complexity, and separately lists add-on/project services.

CedarRock Advisory Group appears to publish real package pricing on its own pricing page: Starter at $1,000, Essential at $2,000, and Elite at $3,000. Their partner/FAQ page clarifies the commercial model as flat monthly pricing tailored to scope and complexity, so the posted package figures should be treated as starting-tier prices rather than a universal fixed quote for every client. I did not find reputable third-party directory pages with rate bands or minimums for this exact firm/domain in the pages retrieved; the strongest evidence comes from CedarRock’s own site.

CedarRock Advisory Group appears to run engagements as a structured outsourced accounting relationship: prospects first connect with the team for scope discovery, CedarRock then onboards and implements the accounting setup or cleanup, and the ongoing service is delivered through a dedicated account manager with recurring close, reporting, and review calls. Evidence for the exact sequence comes primarily from CedarRock’s own process descriptions and client testimonials on its site, because public third-party customer reviews for this exact company/domain are essentially absent.

1. 1

   Start with a discovery call

   The engagement begins when a business contacts CedarRock for bookkeeping/accounting or CFO help. CedarRock says it conducts a discovery call to evaluate scope, identify pain points, and propose the right accounting solution.

2. 2

   Define a tailored service package

   After discovery, CedarRock appears to translate needs into a customized plan or package rather than a one-size-fits-all service. Its pricing page says the team crafts a customized plan, and its packages differ by reporting cadence, accounting tasks covered, and level of advisory support.

3. 3

   Onboard and implement the accounting setup

   CedarRock then handles onboarding and implementation, which may include historical cleanup, system setup, software migration, or transitioning the client into ongoing bookkeeping/reporting support. The partner page describes this as a structured onboarding process, and the services/about pages mention software transitions, tech stack consulting, and accounting system migration oversight.

4. 4

   Assign day-to-day ownership

   Once live, CedarRock assigns a dedicated account manager and takes over routine accounting workflows. Depending on scope, this can include reconciliations, payroll processing, bill pay, inbox management, invoicing and collections, and other ongoing bookkeeping functions.

5. 5

   Execute recurring close and reporting

   CedarRock performs the month-end close and produces regular financial reporting as the core delivery motion. The site describes monthly financial reports, performance reports, budget-to-actual reporting, custom dashboards, executive reporting, and in some cases cash-flow management.

6. 6

   Review results in recurring client meetings

   Work is not only delivered as reports; CedarRock also appears to review outputs with clients through recurring communication. Its packages mention email delivery, monthly Zoom reviews, and weekly calls as needed, and one client testimonial specifically says their weekly and biweekly calls run efficiently with full data reporting.