HVAC Starter
$299/month
Setup fee: $2,500
- CRM
- Lead Tracking
- Quotes
- Proposals
- Contracts
- Work Orders
HELMNEXA / SOFTWARE + EXPERTISE
Run Your Entire Business From One Platform.
Software, Financial Management, Tax Strategy, Analytics and Business Growth Solutions — All In One Ecosystem.
One connected ecosystemBuilt for your industryScale at your pace
01 / OPERATE
Industry-Specific Business Software
Choose a software solution designed for your industry. Inventory and logistics capabilities are integrated into the applicable HelmNexa platforms.
HelmNexa HVAC
HVAC Pro
$499/month
Setup fee: $5,000
- Inventory Management
- Warehouse Management
- Work Orders
- Installations
- Customer Portal
- Equipment Registry
- Warranty Tracking
- Service Requests
- Commission Tracking
HVAC Enterprise
Starting at $999/month
Setup starting at $10,000
- Multi-Location Support
- Multiple Warehouses
- Executive Dashboards
- Advanced Reporting
- Custom Workflows
- Priority Support
More industries. The same connected advantage.
| Software solution | Starter | Pro | Enterprise |
|---|---|---|---|
| Grocery | $299/monthSetup: $2,500 | $599/monthSetup: $5,000 | Starting at $1,499/monthRequest a custom proposal |
| Restaurant | $299/monthSetup: $2,500 | $699/monthSetup: $5,000 | Starting at $1,999/monthRequest a custom proposal |
| Fuel Station | $399/monthSetup: $3,500 | $999/monthSetup: $7,500 | Starting at $2,500/monthRequest a custom proposal |
HelmNexa Banking
Community Banking
Starting at $2,500/month
Setup: $25,000+
- Contact Sales
Enterprise Banking
Starting at $5,000/month
Setup: $50,000+
- Contact Sales
Software scope, implementation and integrations are confirmed in your proposal. Enterprise setup fees for Grocery, Restaurant and Fuel Station are quoted individually.
02 / OPTIMIZE
Professional Financial & Business Services
Expand beyond software with expert business support and financial advisory services.
Bookkeeping Basic
Starting at $300/month
- Monthly Bookkeeping
- Bank Reconciliations
- Profit & Loss Reports
- Balance Sheet Reports
- Monthly Financial Review
Bookkeeping Growth
Starting at $500/month
- Everything in Basic
- Accounts Payable Tracking
- Accounts Receivable Tracking
- Financial Dashboard
- Monthly Strategy Review
Bookkeeping Advanced
Starting at $1,000/month
- Multi-Location Reporting
- KPI Monitoring
- Executive Reporting
- Financial Analytics
Fractional CFO
Starting at $1,500/month
- Budgeting
- Forecasting
- Cash Flow Planning
- KPI Management
- Monthly Strategic Guidance
CFO Executive
Starting at $2,500/month
- Financial Modeling
- Strategic Planning
- Revenue Optimization
- Profitability Analysis
CFO Premium
Starting at $5,000/month
- Board-Level Reporting
- Expansion Planning
- Growth Modeling
- Advanced Forecasting
Tax Planning
Starting at $500
- Tax Strategy
- Tax Savings Review
- Business Structure Review
- Tax Recommendations
Advanced Tax Planning
Starting at $2,000
- Comprehensive Tax Strategy
- Entity Optimization
- Growth Tax Planning
Tax Preparation
Individual returns from $150
- Business returns starting at $500
- Complex business returns starting at $3,000
Business Formation
Starting at $500
- LLC Registration Assistance
- EIN Assistance
- Initial Compliance Guidance
Business Launch Package
Starting at $1,500
- LLC Guidance
- EIN Assistance
- Operating Agreement Guidance
- Business Setup Consultation
03 / SEE CLEARLY
Data Analytics & Dashboards
Turn your business data into a clearer view of performance and opportunity.
Basic Dashboard
Starting at $500
- KPI Dashboard
- Sales Dashboard
- Operations Dashboard
Professional Dashboard
Starting at $2,000
- Executive Dashboards
- Financial Analytics
- Interactive Reporting
Enterprise Analytics
Starting at $5,000+
- Executive Reporting
- Forecasting Dashboards
- Custom Analytics
- Advanced Visualizations
04 / GROW TOGETHER
Most Popular Business Packages
Combine the platform and expertise your business needs in one coordinated solution.
Growth Package
$999/month
Setup fee: $4,500
- HelmNexa Software
- Bookkeeping Growth
- Professional Dashboard
- Save more than purchasing services separately. Final savings depend on selected scope.
Executive Package
$2,500/month
Setup fee: $7,500
- HelmNexa Enterprise Software
- Bookkeeping
- Fractional CFO
- Tax Planning
- Executive Dashboards
- For businesses focused on growth, profitability and financial clarity.
Bundle software edition, service scope, dashboard delivery and any applicable savings are confirmed in your custom proposal.
THE HELMNEXA ADVANTAGE
Why Businesses Choose HelmNexa
Software and business expertise working together, with one partner guiding the next step.
Industry-Specific Software
Financial Visibility
Automated Operations
Expert Advisory Services
Scalable Architecture
Executive Dashboards
Tax Strategy Support
Growth Planning
One Vendor, One Ecosystem
YOUR NEXT STAGE STARTS HERE
Ready To Scale Your Business?
Whether you need software, financial management, analytics or a complete business operating system, HelmNexa can help.