How Our Pricing Works

Why a flat monthly fee

Hourly billing makes owners hesitate to pick up the phone. That's the opposite of what a finance partner is for. With one flat fee, you know your cost every month, and you can call us when a decision comes up without worrying about the bill.

It also keeps us focused on the outcome. If we can close your books faster or automate a step, that's a win for both of us, not a lower invoice.

How we arrive at your fee

1. Free 30-minute call. You tell us about the business, your goals and what's not working. We'll tell you plainly whether we're a fit.
2. We review your books. With your permission, we look at your accounting file, chart of accounts, inventory setup and recent statements. This shows us what shape the books are in and how much work each month really takes.
3. Written proposal. You get a proposal that lists what we'll do, how often we'll meet and the flat monthly fee. No surprises later.

What drives the fee

The fee follows the work, not the size of your revenue. The main factors are:

• Transaction volume: how many invoices, bills, payroll runs and bank accounts we handle each month.
• Entities and locations: each additional company, plant or warehouse adds reconciliations and reporting.
• Inventory and costing: job costing, standard costing, process costing, WIP and landed cost each take different work.
• State of the books today: if the books need catch-up or cleanup before the monthly work can start, we'll tell you and spell it out in the proposal.
• Reporting and meetings: how often you want a financial package, and how often we meet.
• Level of CFO involvement: forecasting, pricing work, lender support and planning add senior time on top of the close.
• Systems: the software you use, and whether a move to a new system is part of the plan.

What's included, and what isn't

Our packages show what each level covers: Foundation (bookkeeping), Growth (accounting and controller) and Strategic (fractional CFO). Your proposal lists exactly what's in your scope.

We're not a CPA firm, so we don't prepare tax returns or perform audits. We work alongside your CPA and make sure they get clean, reconciled books. See how we work with your CPA.

When the fee changes

Your fee changes only when the scope changes, for example adding a location, a new entity or fractional CFO support. We'll talk it through with you first and agree on any change before it applies.

Compare the cost of the alternatives

If you're weighing us against hiring, try the fractional vs. full-time CFO cost calculator, or read outsourced accounting vs. an in-house finance team.

Frequently Asked Questions

Do you publish your prices?

No. Two manufacturers with the same revenue can need very different work, depending on transactions, entities, inventory and the state of their books. We review your books first and then quote one flat monthly fee in writing.

Do you bill by the hour?

No. Every engagement is a flat monthly fee agreed in your proposal, so you're never billed for a phone call or a quick question.

Why do you need to see our books before quoting?

It's the only way to quote a fee that holds. The review shows us transaction volume, how inventory and costing are set up, and whether any cleanup is needed first, so the fee reflects the real work.

Can our fee change later?

Only if the scope changes, such as adding a location, an entity or fractional CFO support. We agree on any change with you before it applies.

Is tax preparation included?

No. We're not a CPA firm and don't prepare tax returns or perform audits. We work with your CPA and bring them in on decisions with tax consequences.