Straightforward pricing, senior-level advice
A clear scope and a clear fee, agreed before any work starts.
the cost of your first consultation, in dollars
How pricing works
You'll get a clear scope and a clear fee before we start. We're not the cheapest option, and we're not the most expensive. Most clients choose us because they get CFO-level thinking without a big-firm price.
| Service | Fee |
|---|---|
| Monthly accounting Ongoing, monthly | [Doug to set] |
| Fractional CFO Ongoing, monthly | [Doug to set] |
| M&A and due diligence Scoped per project | [Doug to set] |
| Business tax Return and year-round planning | [Doug to set] |
| Individual tax Federal and state returns | [Doug to set] |
| IRS problems Scoped once we've read the notice | [Doug to set] |
How it starts
Free consultation
Written proposal
Onboarding and secure document portal
Regular reporting and meetings
