Pricing and engagement
Priced for the work you need, agreed before it starts
We do not publish a price list, because a $400,000 field service business and a $6 million manufacturer need genuinely different engagements. What we do publish is exactly how the number gets set.
How pricing works
Three steps, no surprises
You will know the scope and the cost before anything begins, and you will know who is doing the work.
- Step 1
We talk first
A consultation to understand where the business is, what it needs and whether we are the right firm. Thirty minutes, no charge.
- Step 2
You get a written scope
Every engagement is quoted after that call, based on the services you actually need. The scope is listed line by line so nothing is assumed.
- Step 3
Nothing starts until you agree
You see the full scope and the quote before any work begins. If the answer is no, that is a perfectly good outcome for both of us.
Engagement options
Four scopes, shaped around where you are
Most clients recognise themselves in one of these. The lines between them move, and the scope moves with your business rather than at renewal time.
Foundation
Typically $300K to $1M in revenue
For solopreneurs and owner-operators who need the books right, the entity right, and someone who replies.
Sounds like you if
- You are running the business and the bookkeeping
- Still filing as a sole proprietorship or a default LLC
- No idea what you will owe until the return is finished
Get a quoteTypically includes
- Monthly close and reconciliation
- Financial statements with a written summary
- Business and individual tax preparation
- Entity structure and S corporation review
- Quarterly estimate calculations
Momentum
Typically $1M to $5M in revenue
For businesses that have outgrown a single bookkeeper and need planning running alongside the reporting.
Sounds like you if
- Payroll, several accounts and real complexity in the books
- Growth decisions arriving faster than the numbers do
- A tax bill that has become a genuine line item
Get a quoteTypically includes
- Everything in Foundation
- Quarterly tax planning calls
- Cash flow tracking and forecasting
- Payroll and technology stack coordination
- Multi-state filing where you have nexus
Executive
Typically $5M and above
For established businesses carrying financing, acquisitions or third-party reporting obligations.
Sounds like you if
- Applying for financing or reporting to a lender
- Buying, selling or integrating a business
- A board, investor or franchisor reading your statements
Get a quoteTypically includes
- Everything in Momentum
- Monthly CFO-level advisory
- KPI reporting and rolling forecasts
- Financing and diligence readiness
- Assurance work through our licensed CPA firm
Private Client
Individuals and families
For high net worth individuals whose personal return has become as complex as a business return.
Sounds like you if
- Income arriving from several entities and K-1s
- Property, investments or equity compensation
- Family, trust or charitable planning in progress
Get a quoteTypically includes
- Individual and related entity returns
- Multi-state and residency review
- Quarterly estimates and withholding strategy
- Charitable and gifting coordination
- Work alongside your attorney and wealth advisor
Revenue bands are a guide, not a rule. What actually sets the scope is transaction volume, the number of entities and states involved, payroll complexity and how much planning the year ahead calls for.
Quoted separately
Work that sits outside an ongoing engagement
These are priced on their own, so an unusual year does not quietly inflate what you pay every month afterwards.
Catch-up bookkeeping
Rebuilding several months or years of unreconciled history before the ongoing work can begin.
Assurance engagements
Audits, reviews, compilations and agreed-upon procedures, scoped once we know what your reader requires.
IRS representation
Examination response, correspondence management and penalty abatement work.
Transaction support
Diligence, quality of earnings and integration work when you are buying or selling a business.
Before you ask
Whether the fit is right, before the fee is the question
Most pricing questions are really questions about scope. These are the ones that come up first.
Is your team a good fit for a growing solopreneur?
Yes. We have a lot of experience working with solopreneurs who generate between $300,000 and $1 million in annual revenue. At that stage the priorities are usually clean books, an entity structure that is not costing you money, and someone who answers the telephone.
My bookkeeper is overwhelmed. Can you help a three million dollar company?
Absolutely. For growing businesses generating between $1 million and $10 million in revenue, a basic do-it-yourself setup or a simple bookkeeper is rarely enough. We take over the close, rebuild the reporting so it can be trusted, and add planning and advisory alongside it.
My business makes over $5 million and I am applying for financing. What support do you offer?
When the stakes get higher, you need a financial team that can keep up. That means cash flow forecasting, KPI reporting, and statements and projections prepared to the standard a lender or investor expects to receive, with a senior advisor in the room when you present them.
Can you help me lower my tax bill instead of just filing my returns in April?
Yes. We go far beyond basic tax preparation. Entity structure, S corporation elections, owner compensation, depreciation timing and quarterly estimates are reviewed throughout the year, while the outcome can still be changed. By April the number is already decided.
Get a quote
Tell us what you need and we will price it properly
A short consultation, then a written scope and quote. Nothing begins until you have both in front of you.