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Pricing

Financial leadership, scaled to fit.

Every engagement is scoped to what your business actually needs. Here's how pricing works — and what's included at each level.

Tier 1

Financial Foundation

Starting at $1,500/mo

Clean books, reliable reporting, and a month-end close you can trust. For businesses that have outgrown DIY accounting and want a senior set of eyes on the work.

What's included
  • Bookkeeping oversight & QuickBooks Online management
  • Bank & credit card reconciliations
  • Month-end close process
  • Monthly financial statements
  • Accounts payable & receivable management
  • Payroll oversight & reconciliation
  • Sales tax & payroll tax filing oversight
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Most common Tier 2

Fractional Controller

Starting at $3,000/mo

Full financial visibility and operational control. For businesses that need to understand their numbers — not just record them.

Everything in Foundation, plus
  • Budget-vs-actual variance reporting
  • Cash flow forecasting
  • KPI dashboards & management reporting
  • Payroll compliance & benefits coordination
  • Year-end CPA coordination & workpaper prep
  • Process documentation & internal controls
  • Vendor & contract management
  • App stack & integration management
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Tier 3

Fractional CFO

Starting at $7,000/mo

Strategic financial leadership for businesses navigating growth, capital raises, or complex regulatory environments.

Everything in Controller, plus
  • Strategic financial planning & modeling
  • Investor & lender reporting packages
  • Licensing & regulatory compliance management
  • Board & ownership reporting
  • Capital planning & debt structuring
  • Pricing & margin analysis
  • M&A support & due diligence
  • Systems implementation & integration
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Other engagements

Entry point, projects & add-ons.

Entry point

Monthly Bookkeeping

$750/mo

Reliable, accurate bookkeeping for businesses that need the basics done right. A great starting point — most clients grow into a full Foundation or Controller engagement as the business expands.

  • Transaction categorization
  • Bank & credit card reconciliations
  • Monthly P&L and balance sheet
  • QuickBooks Online management & maintenance
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Project work

QuickBooks Cleanup

Fixed/quoted

A controller-guided reset of QuickBooks Online — reconciliations, structural cleanup, and a CPA-ready handoff. Most engagements begin here and roll into ongoing support.

  • Diagnostic & written quote
  • Catch-up bookkeeping & reconciliations
  • Chart-of-accounts restructure
  • CPA-ready workpaper package
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Add-on

Payroll Processing

From $200/mo

Hands-on payroll execution through your existing provider — entering hours, processing pay runs, handling new hires and terminations. Available with any tier.

  • Under 15 employees$200/mo
  • 15–30 employees$350/mo
  • 30+ employeesCustom

Payroll tax filings and deposits handled by your provider (Gusto, ADP, QBO Payroll).

Other project-based engagements

Not everything fits a monthly retainer.

One-time projects are scoped and quoted after a brief call. Most are billed flat-rate; hourly engagements are available at $175/hr where scope is open-ended.

Financial model build Systems overhaul Compliance audit prep Process documentation One-time financial review
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Industries served
i.Agriculture & cultivation
ii.Regulated industries
iii.Professional services
iv.Construction & trades
v.Retail & e-commerce
vi.Hospitality
Common questions

Things people ask before booking the call.

What's the difference between a Controller and a CFO?
A Controller manages the accuracy and reliability of your financial records — the books, the close, the reporting. A CFO uses that information to drive strategy: forecasting, capital planning, investor relations. Many businesses need controller-level work first to build the foundation for strategic finance.
How is this different from hiring a bookkeeper?
A bookkeeper records transactions. A fractional Controller oversees the entire financial function — ensuring accuracy, building processes, producing meaningful reports, coordinating with your CPA, and giving you the visibility to make decisions. Bookkeeping support is available, but it's positioned as part of a controller-led engagement, not the core offering.
Do you offer QuickBooks cleanup?
Yes. Cleanup is offered as a fixed-price project, scoped after a brief diagnostic call. Most clients use cleanup as the entry point to an ongoing engagement, but it's also available as a standalone project.
Can I customize what's included?
Yes. Tiers set the baseline scope. During the discovery call, we walk through what your business actually needs and build a package that fits — no paying for services you don't use.
What does onboarding look like?
We start with a scoping call to understand your current systems, pain points, and goals. From there I do a health check on your books, document your current processes, and build a 30-60-90 day plan. Most clients are fully onboarded within two to four weeks.
Do you work with my existing CPA?
Yes. I coordinate directly with your CPA or tax preparer on year-end workpapers, quarterly estimates, entity-level planning, and anything else they need. Clean, organized financials make their job easier — and save you money at tax time.
Does payroll oversight include running payroll?
Payroll oversight means reviewing payroll reports, reconciling to the general ledger, ensuring proper withholdings and classifications, and coordinating with your payroll provider. If you need someone to actually process payroll each pay period, that's available as an add-on based on headcount and frequency.

Not sure which tier fits?

Book a 15-minute discovery call. No pressure, no pitch — just an honest look at what you need.

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