801-870-9329  ·  hunter@antlerfinancial.com
1

Services
2

Your Info
3

Disclosures
4

Review & Sign
Step 1 of 4

Choose your service plan.

Select the monthly package that best fits your business. All pricing is a starting rate — final pricing is confirmed after your discovery call.

ESSENTIAL
Clean books, clear picture
  • Monthly reconciled Income Statement
  • Monthly IS review & summary
  • Transaction categorization
  • Email support
$350
/ mo starting
FOUNDATION
The complete financial snapshot
  • Everything in Essential
  • Monthly reconciled Balance Sheet
  • Assets, liabilities & equity tracking
  • Priority email & phone support
$550
/ mo starting
CFO LITE
Strategic clarity for growth-minded owners
  • Everything in Foundation
  • Annual budget build & monthly tracking
  • Rolling cash flow forecast
  • Quarterly finance strategy session
  • KPI & performance dashboard
$950
/ mo starting
Add-On Services (optional)
Step 2 of 4

Tell us about your business.

We need a few details to prepare your service agreement.

Required
Required
Required
Valid email required
Step 3 of 4

Review the service terms.

Please read the following disclosures carefully before signing. Scroll to read all terms.

Limitation of Liability

Antler Financial LLC's liability to the Client is limited to the total fees paid by the Client in the three (3) months immediately preceding the event giving rise to the claim. Antler Financial LLC shall not be liable for any indirect, incidental, consequential, special, or punitive damages of any kind, including but not limited to lost profits, lost revenue, or loss of business opportunity, even if advised of the possibility of such damages. This limitation applies to all claims, whether based on contract, tort, statute, or any other legal theory.

No Guarantee of Outcomes

Antler Financial LLC provides bookkeeping and financial reporting services based on information provided by the Client. Antler Financial LLC does not guarantee any specific financial outcome, tax result, audit result, or business performance. The accuracy of reports and financial statements is dependent upon the completeness and accuracy of records and information provided by the Client. Antler Financial LLC is not a licensed CPA firm and does not provide tax advice, legal advice, or investment advice unless explicitly stated in a separate written agreement.

Confidentiality

Antler Financial LLC agrees to maintain the strict confidentiality of all Client financial data, records, and business information. Such information will not be disclosed to any third party without the Client's prior written consent, except as required by law or court order. Antler Financial LLC employs reasonable security measures to protect Client data. In the event of a data breach, Antler Financial LLC will notify the Client promptly and take reasonable steps to mitigate harm.

Payment Terms & Recurring Charge Authorization

By signing below, the Client authorizes Antler Financial LLC to charge the agreed monthly service fee on a recurring basis on the first business day of each month. The initial monthly rate is the starting price selected; final pricing will be confirmed in writing prior to the first charge. The Client may cancel services with 30 days written notice. No refunds are issued for partial months of service. Late payments are subject to a 1.5% monthly service charge. Antler Financial LLC reserves the right to suspend services for accounts more than 30 days past due.

General Terms

This agreement is governed by the laws of the State of Utah. Any disputes shall be resolved through binding arbitration in Salt Lake County, Utah. If any provision of this agreement is found to be unenforceable, the remaining provisions shall remain in full force and effect. This agreement constitutes the entire understanding between the parties and supersedes all prior negotiations or representations. Antler Financial LLC reserves the right to update service terms with 30 days written notice to the Client.

↑ Scroll up to review all terms
Step 4 of 4

Review & sign.

Confirm your selections and sign below to submit your service request to Antler Financial.

Order Summary

Estimated Monthly Starting At $0

* Final monthly rate confirmed after discovery call based on transaction volume and complexity. Add-on project rates (Books Clean-Up) are one-time flat fees.

Your Signature *
Sign here with your mouse or finger
Your signature confirms acceptance of the service terms.
Date:

You're all set, !

Your service request has been sent to Antler Financial. Hunter will be in touch within one business day to confirm your package, finalize pricing, and get you started.

Submission Summary

Name
Business
Service
Add-Ons
Est. Starting At