Cherry Tree SolutionsFinance
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Finance
& Technology
FULL RATE CARD
Flat fees, stated up front. No hourly surprises and no partner rate padding.
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Pricing

Cherry Tree Solutions offers four ways to work together: a monthly accounting retainer, a fixed scope cleanup project, a built and maintained AI system, or a low cost micro automation. Everything below is a real number, not a starting point.

ACCOUNTING RETAINERS

Monthly plans by revenue and oversight.

Every plan includes the monthly close, reconciliation and a year end handoff. Pick the tier your transaction volume lands in.

TIER 1
Core Financial
$850/mo
Built for standard service businesses that need audit ready financials.
REVENUE
Up to $250k
VOLUME
4 accts · 50 txns
/Cash or accrual basis
/Monthly close and bank reconciliation
/Standard financial reporting
/Payroll coordination and support
/Audit prep and year end CPA handoff
Select plan →
TIER 2
MOST POPULAR
Growth and Controller
$1,750/mo
For high growth companies that need cash flow oversight and deeper reporting.
REVENUE
Up to $3M
VOLUME
5 accts · 200 txns
/Everything in Core, plus:
/Basic AP and AR management
/Budgeting, forecasting and cash flow
/KPI tracking and performance analysis
/Process improvement and automation
/Dedicated advisory meetings
Select plan →
TIER 3
Enterprise
$3,500+/mo
For complex organizations, ecommerce and multi state operations.
REVENUE
$1M to $5M+
VOLUME
6 to 10+ accts · 500+ txns
/Everything in Growth, plus:
/Full cycle invoicing and bill pay
/Multi entity and consolidation
/Scalable financial systems
/Advanced departmental tracking
/Priority direct line advisory
Contact us →
PROJECT BASED WORK

The Cash Injection: fixed scope, one urgent problem.

Quoted flat before we start. No retainer required, though most clients roll into one afterwards.

Historical cleanup and rescue
Years of messy books untangled, reconciled and made audit ready.
From $1,500
ERP selection and implementation
Selection, GL mapping, workflow design and rollout, overseen start to finish.
From $5,000
Data migration and GL architecture
Moving platforms without losing history or breaking your reporting.
Quoted
One off financial modeling
Fundraising models, unit economics and scenario planning built to hold up in a room.
From $2,500
Audit readiness sprint
A fixed window to get every schedule, reconciliation and support file audit ready.
From $3,000
AI strategy audit
Full workflow map, automation roadmap and priced build plan. Credited against the build.
$5,000 to $15,000
AI SYSTEMS

Built, launched and maintained by us.

A one time setup fee covers architecture and launch. The monthly fee covers hosting, monitoring and changes as your process shifts.

VOICE AGENTS
AI Inbound Receptionist
SETUP
$3,000
ONGOING
$600 / mo

A 24/7 voice agent that answers, filters spam, transfers calls and books straight into your calendar.

WHAT IT REPLACES
A $40k a year receptionist. Roughly $32k saved annually in salary, taxes and benefits.
Scope this system
OUTREACH
HIGH ROI
Lead Reactivation System
SETUP
$4,000
ONGOING
Performance based

Combs your old CRM leads and engages them by phone, SMS and email with personalized offers until they book.

WHAT IT REPLACES
A $50k a year sales development rep, plus tens of thousands in sunk ad spend recaptured.
Scope this system
RESPONSE
Speed to Lead System
SETUP
$4,000
ONGOING
$800 / mo

A form submission triggers a qualifying callback inside five minutes, booked automatically.

WHAT IT REPLACES
Revenue walking to competitors. Five minute response times lift conversion dramatically.
Scope this system
CONTENT
Content Creation Dashboard
SETUP
$2,000
ONGOING
Bring your own APIs

Input an idea and a tone, get tailored posts and images ready to auto schedule across channels.

WHAT IT REPLACES
Freelance social managers and copywriters, $1,000 to $3,000 every month.
Scope this system
RECRUITING
Automated Hiring System
SETUP
$3,000
ONGOING
Custom retainer

Screens applicants against your criteria, sends updates, schedules interviews and tracks candidates.

WHAT IT REPLACES
External recruiter fees, typically 15 to 25 percent of a salary, plus internal HR hours.
Scope this system
AD CREATIVES
AI UGC Creatives
SETUP
No setup fee
ONGOING
$1k to $5k / mo

Feed a product brief, get dozens of realistic video creatives ready for split testing in minutes.

WHAT IT REPLACES
Human creators at $200 to $1,000 per video. Save $5k or more monthly at higher volume.
Scope this system
CONSULTING
AI Consulting and Strategy
SETUP
From $5,000
ONGOING
Custom

We find the high impact automation opportunities and map the implementation before a line is built.

WHAT IT REPLACES
Wrong software choices, failed rollouts and wasted engineering hours.
Scope this system
MICRO AUTOMATIONS

Small subscriptions. One job each. Grouped by what they fix.

Month to month, cancel any time. Most run $9 to $39 with no setup fee, and any three can be bundled at 15 percent off.

Finance and documentsBookkeeping busywork, receipts and collections
$9 to $39 / MO
Accounting
No setup
Bank Statement PDF Converter
MONTHLY$19 / mo
Locked PDF statements become editable spreadsheets instantly.
RETURN
Cuts over $400 a month of data entry labor and 75 percent of closing time.
Get automation →
Accounting
No setup
Automated Payment Reminders
MONTHLY$19 / mo
Collect unpaid invoices two weeks faster on autopilot.
RETURN
Recovers 85 percent of late payments within 7 days.
Get automation →
Accounting
No setup
Client Document Chaser
MONTHLY$29 / mo
Stop chasing clients for missing files and receipts.
RETURN
Adds 25 percent capacity without hiring, worth over $3,000 a month.
Get automation →
Accounting
No setup
Receipt to Spreadsheet OCR
MONTHLY$9 / mo
Photos and email receipts become clean expense logs.
RETURN
Catches every write off and replaces receipt software, $1,200 a year.
Get automation →
Accounting
Setup $99
Payout Settlement Reconciler
MONTHLY$39 / mo
Complex payout reports become balanced journal entries.
RETURN
Saves $600 a month in specialized bookkeeping fees.
Get automation →
Trades
No setup
Recurring Payment and Renewal Alerts
MONTHLY$19 / mo
Payment notices and contract renewals handled for you.
RETURN
Eliminates late payouts and $1,500 a year in software.
Get automation →
Client operationsScheduling, reporting and project milestones
$19 to $39 / MO
Trades
No setup
No Show and Appointment Reminders
MONTHLY$29 / mo
Two way text reminders keep the calendar full.
RETURN
Two prevented no shows a month pays for it five times over.
Get automation →
Agencies
No setup
Automated Client Performance Reports
MONTHLY$39 / mo
Monthly client reporting PDFs generated in seconds.
RETURN
Saves $1,500 monthly for every five accounts managed.
Get automation →
Real estate
No setup
Project and Contract Milestone Tracker
MONTHLY$19 / mo
Never miss a critical contract date again.
RETURN
Protects high value contracts from missed timelines.
Get automation →
Real estate
No setup
Inquiry Pre Screening Questionnaire
MONTHLY$19 / mo
Filter unqualified inquiries before you spend a call on them.
RETURN
Saves 15 hours on every listing or project intake.
Get automation →
Direct ROI
No setup
Waitlist Auto Fill System
MONTHLY$39 / mo
Fill last minute cancellations in under 60 seconds.
RETURN
Recovers $1,500 to $3,000 a month in filled slots.
Get automation →
Sales and leadsResponse speed, quotes and reputation
$19 to $39 / MO
Highest ROI
No setup
Instant Speed to Lead Responder
MONTHLY$39 / mo
New inquiries get a personal reply within 60 seconds.
RETURN
Worth $10,000 to $25,000 a year in converted leads.
Get automation →
Trades
No setup
Automated Quote Follow Ups
MONTHLY$29 / mo
Every proposal chased three times, automatically.
RETURN
One extra close is $1,500 to $5,000 profit a month.
Get automation →
High growth
No setup
Automated Review Collector
MONTHLY$29 / mo
Every finished job asks for the Google review.
RETURN
Ten to fifteen reviews a month, worth $2,000 to $5,000 in business.
Get automation →
Real estate
No setup
Event and Visitor Follow Up Engine
MONTHLY$19 / mo
Sign in sheets become a three step nurture sequence.
RETURN
Converts twice as many visitors into active leads.
Get automation →
Real estate
No setup
Automated Market and Data Reports
MONTHLY$29 / mo
Monthly market updates written and sent for you.
RETURN
Keeps you the first call when clients are ready.
Get automation →
Retention and recallDormant customers, failed payments and referrals
$29 to $39 / MO
Trades
No setup
Failed Payment Recovery Engine
MONTHLY$39 / mo
Declined cards chased politely until they update.
RETURN
Recovers $1,000 to $4,000 monthly in lost subscription revenue.
Get automation →
Healthcare
No setup
Customer Recall Campaigns
MONTHLY$39 / mo
Six month dormant customers invited back to book.
RETURN
Reactivates 20 to 40 customers monthly, $3,000 to $10,000 in appointments.
Get automation →
Healthcare
No setup
Post Service Review Collector
MONTHLY$29 / mo
A polite text two hours after every visit.
RETURN
Drives local search ranking and high intent enquiries.
Get automation →
Real estate
No setup
Post Sale Referral Engine
MONTHLY$29 / mo
Anniversary notes and value updates for a full year.
RETURN
Past clients drive 70 percent of repeat business.
Get automation →
Enterprise and bespokeMulti location groups and custom architecture
$1,499+ / MO
Enterprise suite
Setup $2,500 to $5,000
Multi Location Revenue Recovery Suite
MONTHLY$1,499 / mo
Recalls, waitlists, no shows, reviews and payment recovery in one dashboard.
RETURN
Recovers $15,000 to $50,000 per location annually.
Get automation →
Bespoke system
Setup quoted
Custom Automation
MONTHLYQuoted per scope
Tell us the bottleneck and we architect the workflow around it.
RETURN
Saves $1,500 to $10,000 or more monthly in overhead and lost opportunity.
Get automation →
AI STRATEGY AUDIT

Not sure which of these you need?

Start with the audit. We map every manual workflow, price the fix, and hand you the roadmap. Credited against any build you commission from it.

ONE TIME INVESTMENT
$5,000 to $15,000
Full strategy setup and roadmap
ADMIN TIME REDUCTION
1 to 1.5 hours
Per employee, per day
OPERATIONAL COST CUT
20 to 40%
Across automated departments
YEAR ONE PROJECTED VALUE
$100,000 to $250,000
Labor savings and recovered leads

What if my volume sits between two tiers?

We price on the tier your transaction count lands in, not your revenue alone. If you are borderline we start lower and revisit at 90 days.

Are there onboarding fees on retainers?

No. If your books need cleanup first we quote that as a separate fixed scope project so you can see exactly what the catch up costs.

Can I bundle automations?

Yes. Any three micro automations run at 15 percent off the combined monthly, and setup fees are waived when bundled with a retainer.

What is not included?

Tax return filing and audit representation are handled by your CPA. We prepare everything they need and coordinate the handoff directly.

Get a quote

Thirty minutes, no obligation. We will tell you which line on this page you actually need, and which ones you can skip.

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