Pricing

Service approach and billing

• Ongoing services model
  We operate as a continuous monthly engagement focused on producing clean, timely books and reliable operational reporting. Each month we deliver agreed outputs and reconcile against the prior period so your financial position and operational metrics remain decision-ready.

• Billing cadence and terms
  Monthly billing on a recurring cycle with a 30‑day cancellation window. Initial invoices include any one‑time onboarding fees or clearly show them as separate line items in the proposal.

• Proposal transparency
  Every proposal clearly lists included deliverables, explicit exclusions, and itemized add‑on pricing. Proposals explain the scope of recurring services, define what is considered out of scope, and state pricing, payment terms, and client responsibilities required for timely delivery.

• Onboarding and steady state
  We treat onboarding as a discrete, measurable project that moves your books from their current state into a maintainable steady state. Onboarding scope and fees are scoped transparently and scheduled before ongoing work begins. Historical cleanup is scoped and priced separately and will be identified during the preliminary review when applicable.

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​One Time Onboarding Fees:
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Core Setup - $500–$1,000

• Chart of accounts & system configuration

• Initial completeness review

• Basic report template setup

 

Platform Integrations - $750 per platform

• Shopify, Stripe, POS systems, CRMs, payroll providers

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Clean up or catch-up work - Quoted separately (one-time)

• Beyond our standard packages, we offer services to ensure your historical records are complete and your strategic planning is forthright. We will dig into your earlier records, straighten out any errors, fill in what’s missing, reconcile past transactions, and hand you a clear, reliable view of where you’ve been—so you can plan where you’re going. 

 

 

Monthly Services:

How we build your package

1. Brief submission or discovery call — We collect platform list, approximate monthly transaction volume, and your top priorities so we can evaluate effort and risk.

2. Preliminary review — We perform a high‑level systems and data health check to identify obvious cleanup needs or integration gaps that affect steady‑state pricing. If historical cleanup is required, we’ll quote it as a separate one‑time project.

3. Modular scope design — We assemble a modular package that lists recurring deliverables and any one‑time onboarding items, with clear acceptance criteria for recurring outputs.

4. Written proposal — The proposal itemizes deliverables, exclusions, one‑time fees (including any quoted cleanup), timeline to steady state, and expected monthly price. It also notes client responsibilities needed to meet timelines.

5. Approval and onboarding — Once approved, onboarding is scheduled and work begins. Ongoing month‑to‑month work begins when the steady‑state threshold is reached or per the schedule in the proposal.

 

Factors that commonly affect monthly pricing

• Connected systems — The number and type of platforms you connect influence setup and monitoring effort.

• Transaction volume and complexity — High‑frequency transactions, split payments, and marketplace settlements increase reconciliation time.

• Historical cleanup needs — separate price — The depth of prior‑period cleanup required to reach steady state is a primary driver of effort; cleanup is scoped and quoted as a separate, one‑time project fee rather than rolled into ongoing monthly pricing.

• Integration complexity — Custom connectors, multi‑currency flows, or nonstandard exports require additional mapping and testing.

• Frequency of reporting — More frequent or bespoke reporting increases recurring workload.

• Payroll and tax coordination — Active payroll or filing coordination adds recurring reconciliation and review steps.

• Intercompany flows — Multiple entities with intercompany transactions, loans, or allocations require additional reconciliation, elimination entries, and consolidated reporting considerations that increase scope and review time.

 

Contracting operations changes and termination

• Scope updates
  Changes to scope are handled through written change orders that update monthly pricing and timelines. Minor scope variations within the agreed service description are absorbed; material changes are quoted and scheduled.

• Service levels and deliverable cadence
  Deliverable frequency, expected delivery windows, and data handoffs are defined in the proposal. We document the monthly acceptance criteria so both sides have a clear accountability framework.

• Cancellation and offboarding
  Either party may cancel with 30 days’ notice. Offboarding includes a final reconciliation, delivery of working files and reports generated during engagement, and a short exit checklist to ensure a clean transition.

 

FAQ

Q: Why don’t you publish prices?
A: We scope ongoing services to your actual needs so clients aren’t overcharged for unused work or underserviced by one‑size‑fits‑all rates. Publishing fixed prices encourages guesswork about effort and risk; a short discovery lets us identify systems, transaction patterns, and any cleanup so the quote we give you accurately reflects real monthly work and outcomes.

 

Q: How long does it take to get a quote?
A: Typical turnaround is 1–2 business days after we receive your brief or discovery request. Complex setups that require a deeper preliminary review (for example, multiple marketplace connectors or suspected historical issues) may take slightly longer; when that’s the case we’ll note the additional review time up front.

 

Q: What information should I include in my brief to get the most accurate quote?
A: Include the list of platforms/accounts you use (e.g., QuickBooks Online, Shopify, Stripe, PayPal, payroll provider), an estimate of monthly transaction volume, whether you need payroll or sales‑tax coordination, any existing integrations, and your top 2–3 priorities (e.g., timely close, cash‑flow visibility, simplified payroll reconciliations). If you suspect prior‑period problems, mention that so we can flag potential cleanup scope.

 

Q: Do you charge for onboarding or cleanup?
A: Yes. Core onboarding setup is quoted as a one‑time fee and covers chart of accounts alignment, system configuration, and baseline reporting. Historical cleanup is scoped and priced separately as a one‑time project when deep prior‑period reconciliation or reclassification is required. Integration setup for third‑party platforms is also a one‑time fee per connector where applicable.

 

Q: Can you work to a client budget or fixed monthly target?
A: Yes. If you share a budget range, we’ll design options that respect it while protecting minimum deliverables and quality. When working within a fixed budget we clearly list which outputs are included, what falls out of scope, and how additional requests will be handled and billed.

 

Q: How do you handle changes in scope or additional requests after we start?
A: Scope changes are formalized by written change orders. Minor variations that fit within the agreed service description are absorbed; material changes are quoted and scheduled. We document the change, the new price or time allocation, and the revised acceptance criteria before work proceeds.

 

Q: What does the onboarding process include and how long does it take?
A: Onboarding includes system access provisioning, chart of accounts review or design, connector setup and verification, and a baseline review of recent months to confirm steady‑state readiness. Duration depends on access speed and complexity: simple setups can reach steady state in a few weeks; complex integrations or cleanup needs will extend that timeline and are stated in the proposal.

 

Q: What happens if you find unexpected issues during the preliminary review?
A: We will flag issues, describe their impact on steady‑state pricing and timing, and include a separate cleanup proposal when remedial work is needed. We won’t proceed with hidden scope without client approval; any additional work is presented as a quoted one‑time project or a scoped add‑on.