Services

Three levels. One fixed fee.

A flat monthly amount, agreed in writing before we start. No hourly billing. No charge for a phone call.

Books
CPA-reviewed

The accounting done right and on time.

From $3,000 / month
  • Monthly close by a fixed date
  • Bank, credit card, and balance sheet reconciliations
  • Accounts receivable and accounts payable
  • Payroll journal entries and reconciliation
  • P&L, balance sheet, cash flow statement
  • Chart of accounts maintained for comparability
  • CPA review before anything reaches you
Controller
Jesse-led

When the wrong read costs real money.

From $7,000 / month
  • Everything in Books
  • Margin by job, product line, or location
  • Budget vs. actual, variances explained in writing
  • Monthly review call
  • Accrual-basis reporting
  • Cash reporting you can plan against
  • Internal controls review
  • Coordination with your tax preparer, banker, and broker
CFO
Drew-led

The analysis before you commit, not after.

From $15,000 / month
  • Everything in Controller
  • Rolling 12-month forecast, updated monthly
  • 13-week cash forecast
  • Annual budget built with you
  • Pricing analysis by job or product
  • Hiring and capital decisions modeled first
  • Board- and lender-ready monthly package
  • Financing, acquisition, and sale support
Before the monthly work

Onboarding, cleanup, migration

Onboarding

A one-time fee. The first sixty days rebuild the chart of accounts, set the close calendar, and establish approvals. Pricing it separately keeps the monthly fee honest.

Cleanup and migration

Behind, or on desktop software or spreadsheets? That gets fixed first, quoted as its own project. We work in QuickBooks Online.

Typically $5,000 to $15,000, depending on years and accounts. Quoted before you commit.

Pricing

What moves the number

Complexity, not size.

  • Multiple entities or consolidation
  • Inventory, WIP, or percentage-of-completion
  • High transaction volume for the revenue
  • Multi-state payroll or sales tax
  • Job costing across many active jobs
  • Books needing ongoing remediation
Scope

What we don't do

We work alongside your tax preparer and attorney.

  • Audits, reviews, and compilations
  • Tax return preparation and representation
  • Investment, insurance, or legal advice
  • Payroll processing

Not sure which level you need?

Tell us what's frustrating you. We'll say which tier fits, including the cheapest one.

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