Pricing
Priced by depth of involvement, not by who's assigned to the account.
All three packages are delivered by the same person, working directly inside the business — coordinating bookkeeping, payroll, external accountants, and banking so the client deals with one interface, receives one invoice, and has one point of accountability, regardless of package.
The number of concurrent engagements is deliberately limited, because each one requires the depth of involvement described below.
Continuous engagement
Ongoing Financial Management
Ongoing involvement; monthly management reporting
Continuous involvement across monthly management reporting, cash and forecasting, oversight of bookkeeping, payroll, external accountants and banking, and availability for decisions as they arise. One person inside the full financial picture, not a slice of it.
What's included
- Monthly management reporting
- Cash flow and forecasting
- Oversight of bookkeeping
- Payroll oversight
- Coordination with external accountants
- Banking oversight
- Availability for decisions as they arise
Who this fits
Companies that want one person inside the full financial picture on an ongoing basis, not a slice of it.
Periodic engagement
Advisory Retainer
Periodic involvement; quarterly review and planning
Periodic senior involvement for a company whose finance operations already function and needs judgment available for decisions as they arise — not day-to-day oversight of the function itself.
What's included
- Quarterly review and planning
- Senior judgment available for decisions as they arise
- Strategic guidance without day-to-day oversight
Who this fits
Best suited to a company whose finance operations already run well day to day and needs judgment available for decisions as they arise. Where the function itself needs rebuilding or continuous oversight, Ongoing Financial Management is the right depth.
Project engagement
Focused Engagement
Structured in phases; senior involvement throughout each phase
A defined project with an endpoint: building the forecasting layer, restructuring the finance function, establishing group consolidation and intercompany policy, or preparing for a transaction.
What's included
- Forecasting layer build
- Finance function restructuring
- Group consolidation & intercompany policy
- Preparing for a transaction
Who this fits
Companies with a defined project and a clear endpoint, not ongoing oversight. Most engagements combine more than one phase.
Exact pricing is confirmed on a call, based on the specifics of your business.
Ready to talk through which package fits?