Structured engagements
Start where you are. Rise as you grow.
Every tier carries the one beneath it — clean books first, strategy on top.
Engagements run from $475/mo (sole proprietor, clean books) to a Targeted Fractional CFO from $4,000/mo — each tier builds on the one below it.
Tier 1
Sole Proprietor
Schedule C owners, one clean set of books.
$475/mo
+ $400 one-time setup
- Annual 1040 + Schedule C tax filing
- Monthly bookkeeping & transaction categorization (1 account)
- Year-round business planning & strategizing
- Tax audit assistance & IRS/state correspondence support
- Amended returns for any year we've prepared
Tier 2
Corporate
Entity-level filing & books.
$725/mo
+ $750 one-time setup
- Annual 1120, 1120S, or 1065 tax filing
- Monthly bookkeeping & categorization (1–2 accounts)
- Year-round business planning & strategizing
- Tax audit assistance & IRS/state correspondence support
- Amended returns for any year we've prepared
Tier 3
Corporate Plus
Adds payroll & monthly financial reporting.
$875/mo
+ $1,250 one-time setup
- Everything in Corporate, plus
- Monthly payroll & payroll tax reporting (up to 12 employees)
- Preparation of all 1099-NEC contract labor forms
- Monthly financial reports & review call (your choice of cadence)
Tier 4
Corporate Premium
Multi-account books & biweekly payroll.
$1,350/mo
+ $1,750 one-time setup
- Everything in Corporate Plus, plus
- Biweekly payroll & payroll tax reporting (12–20 employees; $900/mo per additional 20)
- Bookkeeping & categorization across multiple accounts/cards
- Financial reports & review call (your choice of cadence)
Tier 5 — The apex
Targeted Fractional CFO
Strategic finance leadership, scoped to your business.
Starting at $4,000/mo
$2,000–$3,000 financial systems assessment
(required before onboarding)
"Most engagements range from $3,000–$5,000+/month following a financial systems assessment. Final price is scoped to your entity count and complexity."
- Everything in Corporate Premium, plus
- Consolidated bookkeeping across multiple entities/locations
- Up to 10 hours/month of dedicated CFO-level strategic work
- Monthly KPI dashboard & board-ready financial package
- Quarterly cash flow forecast & budget-vs-actual review
- One quarterly strategy session (pricing, margin, hiring, or expansion modeling)
How it works: Pricing is customized to your structure, number of entities or locations, and complexity. We start with disciplined books and carry qualified owners up the tiers at their pace — never sold up, always stewarded.
Start the strategy
Let's look at what's under the surface
A short, no-pressure strategy call.
See where your books, tax posture, and wealth plan stand today — and what moving them under one roof would unlock.
Book a Strategy Call