No hourly surprises. A fixed quote, up front.
We scope your situation on a free call, then quote a fixed price before any work starts. Below is exactly how the engagements are shaped, what moves the number, and what you get regardless of which one you need.
Most engagements are one of these
Many clients combine them — a cleanup that rolls into monthly accounting, or a loan-ready package built on top of both.
Bookkeeping Cleanup
A one-time project to get current.
Quoted after a free scoping call
One-time project · fixed quote
Best for: Books that are months or years behind, or accurate-looking books nobody actually trusts.
- Full catch-up across bank, card, and loan accounts
- Miscoded and duplicate entries corrected
- Chart of accounts rebuilt properly
- QuickBooks setup and integrations
- A plain-English summary of what was wrong and what we fixed
Ongoing Accounting
Keep the books clean, every month.
Quoted after a free scoping call
Monthly · scoped to volume and complexity
Best for: Businesses that want the whole bookkeeping function handled and reports they can actually read.
- Bank and credit card reconciliations
- Accounts payable, bill pay, invoicing and collections
- General ledger management and a clean monthly close
- P&L, balance sheet and cash-flow reporting with context
- 1099 preparation and inventory tracking where relevant
- A named contact who knows your business
Loan-Ready Package
Everything an underwriter asks for.
Quoted after a free scoping call
Project · priced with the cleanup it needs
Best for: Anyone applying for SBA or bank financing in the next three to six months.
- Lender-formatted P&L, balance sheet and cash-flow statements
- Pro forma cash budgets and projections
- Owner's personal financial statements
- Debt schedule, A/R and A/P ageing, supporting documents
- Lender introductions matched to your situation
- Representation through underwriting questions
Fractional CFO
Senior finance leadership, part-time.
Quoted after a free scoping call
Monthly retainer · scoped to cadence
Best for: Funded and growing businesses that need strategy, not just accurate history.
- Budgeting, forecasting and scenario planning
- KPI tracking and a dashboard you'll actually read
- Financing strategy as you scale
- Board- and lender-ready reporting
- Regular strategy sessions at a cadence we set with you
Why there isn't a sticker price on this page
Because we'd have to make it up. Two businesses with identical revenue can be four times apart on effort depending on how far behind they are and how complicated the operation is.
A firm that publishes one number either pads it to cover the worst case, or quotes low and re-prices you later. We'd rather spend twenty minutes understanding your situation and then give you a fixed number you can actually plan around.
The quote is fixed before work begins. If the scope genuinely changes, we tell you before doing the work — not after.
What moves the number
How far behind you are
Three months of catch-up and three years of catch-up are genuinely different jobs. This is usually the single biggest factor.
Transaction volume
A few dozen transactions a month versus a few thousand changes the work substantially, whatever the revenue.
How many accounts and entities
Multiple bank accounts, cards, loans, locations, or legal entities each add reconciliation work.
Complexity of the business
Inventory, job costing, multi-channel sales, deferred revenue, and tipped payroll all take more care than a simple service business.
The state of the starting point
Clean-but-behind is far quicker than commingled, miscoded, and never-reconciled.
What you're driving toward
Books for peace of mind and books that will be read by an SBA underwriter are held to different standards.
What every engagement includes
How you get to a number
Three steps, no obligation, and you leave with a clear picture whether or not you hire us.
A free call
Twenty minutes on what you're trying to fix or finance, and where your books stand today.
A quick look
We review your accounting file and recent statements so the quote is based on reality, not a guess.
A fixed quote
A written scope and price. Say yes and we start; say no and you've still got a clear picture.
Pricing questions, answered
Pricing depends on the condition of your books and the scope of work — for example, a one-time cleanup is different from ongoing monthly accounting or a full loan-ready package. The best next step is a free consultation where we scope your situation and give you a clear quote. You can book one anytime.