PACKAGES / ILLUSTRATIVE DEMO PRICES
Three starting points. A defined scope.
Compare the work and its limits. These demo figures are examples; a real practice confirms the entity, records, period and written engagement before work begins.
Bookkeeping & monthly close
Regular records, reconciliations and a clear monthly handover for an owner-run business.
$490
per month · demo
Included in this example
One business entity, agreed account reconciliations, a monthly report pack and an issue list.
Outside this scope
Prior-period catch-up, payroll, tax filings and complex multi-entity work are scoped separately.
What we need from you
Provide an account list, the bookkeeping system you use, the latest completed period and an estimate of monthly activity. Do not send credentials through this form.
Tax preparation
A defined preparation engagement, from a document checklist to the agreed filing handover.
$650
per engagement · demo
Included in this example
An agreed entity and period, a preparation checklist, review of supplied records and the agreed return or adviser handover.
Outside this scope
Tax disputes, representation, restructuring and additional entities or periods require separate agreement. Services depend on the practitioner’s actual authorisation and jurisdiction.
What we need from you
Identify the entity, period and jurisdiction. Describe the request without including tax identifiers or confidential documents. The practice supplies a secure handover method after contact.
Fractional CFO support
A regular planning conversation supported by a clearly scoped forecast and decision pack.
$1900
per month · demo
Included in this example
An agreed planning model, a regular review meeting and a short written record of assumptions and decisions.
Outside this scope
Investment advice, fundraising guarantees, daily transaction processing and an employed finance-director role are outside this sample package.
What we need from you
Describe the decision, the planning horizon and the reports you already use. Financial statements are shared later through a method agreed with the practice.