Banded on transaction volume, so the fee tracks the actual work. Catch-up and cleanup of
existing records is priced separately, from $0.50 per transaction in the backlog.
See all 3 bands
StarterTo roughly 100 transactions a month, single entity
Commissioned individually. A three-statement model, a pitch deck, a written business plan or a
one-page teaser, each a fixed fee agreed before work starts.
See the 4 deliverables
Financial modelThree-statement, driver-based, built for diligence
from$1,250
Pitch DeckNarrative and slides, built on the model
from$1,250
Business PlanWritten in full, with sourced market research
from$1,450
Investment TeaserOne page that earns the first meeting
Priced on how complicated the entity is, never on the valuation reached. A commercial
valuation for negotiation and planning, not a certified appraisal.
See all 3 scopes
Single entityOne revenue line, pre-seed to seed
$2,500
Layered economicsSeveral revenue lines, or a Series A to C round
$4,500
Multi-entityMulti-currency, earn-outs or exit work
White-label, for accounting firmsRate card on request
Wholesale bookkeeping under your brand, below the retail bands above. Quoted per firm — the rate depends on volume and how much review your team does. No minimum.
USD, fixed in writing before work begins and unchanged unless you change the scope. Two items are quoted rather than listed: white-label rates, and catch-up from $0.50 per backlog transaction.
Method
3 ways we price, and why each one fits
Different work carries different risk. Pricing it all the same way would mean overcharging for some
of it and doing the rest badly.
Model 1
Complexity retainer
Ongoing advisory has no end date, so we price difficulty, not hours. Multi-payer revenue costs more to run than a single product line — that is the tier.
Used for: CFO, controller, bookkeeping
Model 2
Capacity block
Sometimes you need hands, not judgement. A named analyst for a set number of hours a month, from $35 an hour, discounted as the block grows.
Used for: analyst hours
Model 3
Fixed fee
A defined deliverable with a defined end: a model, deck, plan, valuation or quality of earnings report. If it takes longer than expected, that is our risk, not yours.
Used for: models, decks, plans and reports
Position
What we will not do, and what you get instead
Most of these are industry norms. We think each one puts the adviser's interest in front of the
client's, so we price around them.
We never
Bill advisory by the hourAn hourly adviser is paid more for working slowly, and you cannot budget for it.
Take a percentage of a transactionA fee that rises with the deal size is a reason to want the deal, not to test it.
Make a valuation fee contingentA valuer paid more for a higher number is not a valuer.
Charge success fees on a raiseWe are not a broker-dealer and we do not place capital or take a cut of it.
Instead
A number before you commitScope, deliverables and fee in writing within 24 hours of the first call.
A fee that does not moveFixed before work begins, and unchanged unless you change the scope in writing.
Findings you may not likeBecause nothing about our fee depends on the answer being convenient.
An honest noIf an engagement does not need to exist, we would rather say so than sell it.
Agreed up front
The scope letter comes before the work
One page: what is included, what it costs, when it lands. Signed before anyone starts.
Engagement terms
The same terms, on every engagement
Stated once here rather than buried in 6 different proposals.
Fixed-fee work
50% deposit to startThe balance falls due on delivery. The deposit and the questionnaire together start the clock.
2 revision rounds includedInside the delivery window. Anything beyond that is quoted before we touch the file.
Stated delivery windows14 business days on models and materials, 10 on valuations, 15 on quality of earnings.
Editable files handed overThe working file, unlocked, plus a walkthrough. It is yours.
Monthly work
Billed monthly in advanceNo annual commitment and no minimum term on any retainer.
30 days notice, either wayPause, stop or change tier with a month's notice. We do the same if capacity changes.
Tiers reviewed, not creptIf your volume or complexity moves you into another band, we tell you rather than quietly billing more.
Everything stays yoursModels, workpapers and reporting packs are delivered to you throughout, not held hostage.
Paying for it
2 ways to proceed, and you can split the fee
Fixed-fee work over $2,000 can be paid in 2 instalments, half to start and half on delivery, at no extra cost.
If you know what you needFastest route
Get a fixed quote in 24 hours
Tell us the scope and we come back with one number and a delivery date. No meeting required, and the quote
holds for 30 days.
The questions people ask after the call, not during it
If a price on this page does not make sense for you, the honest answer is usually that we are the wrong size of firm for it.
Why are you more expensive than a freelance bookkeeper?
Because a partner reviews the file: you pay for the reconciliation and for someone who has seen the same books fail diligence. If you only need transactions coded, a freelancer is the right call.
Why are you cheaper than the firm we quoted last week?
Because we are 2 partners and a small team, not a practice with an office to fill: no hierarchy to fund, no hourly meter. What we lack is audit sign-off, tax filing, and 200 people.
We are pre-revenue with $40k in the bank. Is this for us?
Probably not all of it. At that stage one model at $1,250 is usually the whole answer. We would rather sell you that than a retainer you cancel in month three.
Below roughly $10k a month of spend there is often nothing for us to manage yet. We will tell you that.
We are a 50-person company with a finance team. Is this for us?
The retainers are not; the one-off work often is. Above about 40 staff you want a full-time controller, and we are better used for a valuation, a quality of earnings report or a model rebuild.
Where to start
If you begin with one engagement
Most companies do not need everything at once, and commissioning in the wrong order wastes money.
