FEES & SCOPE

The right support. A considered fee.

Choose a starting point. We confirm the scope, responsibilities and fee with you before any work begins.

FOR THE EVERYDAY

Essentials

$350 / month

A dependable foundation for a straightforward business.

Monthly bookkeeping

Agreed account reconciliations

Monthly financial statements

Regular query handover

A single business with a straightforward accounting scope.

Discuss Essentials

Discuss Essentials

FOR A CLEARER VIEW

Perspective

$650 / month

The foundation, with a closer look at performance.

Everything in Essentials

Management reporting

Budget-to-actual commentary

A monthly review conversation

An established team that needs more context from its numbers.

Discuss Perspective

Discuss Perspective

FOR THE NEXT CHAPTER

Partnership

$1,250 / month

A regular sounding board for your operating plans.

Everything in Perspective

Operating budget planning

Cash-flow scenario discussions

Decision-focused advisory sessions

An owner-led business preparing for its next phase.

Discuss Partnership

Discuss Partnership

Good questions. Clear answers.

Where should I start if I’m not sure what I need?

Start with an introduction. You can select “Not sure yet” and talk through your situation before choosing a service or package.

Can I change the level of support later?

The scope can be reviewed as your business changes. Any changes to services, responsibilities and fees should be agreed in writing before they begin.

Can you work with my existing accounting software?

Discuss your current system during the introduction. Compatibility, access and any migration work are agreed as part of your scope.

Do I need to pay before the first conversation?

The introductory conversation in this demo is complimentary. Ongoing work starts only after the scope, fee and engagement terms are agreed.

What should I bring to the first call?

A brief outline of your business, your current accounting setup and what you would like help with. No confidential records are needed for the initial conversation.

Are tax filing and audit included?

Not by default. The engagement must state exactly which services and jurisdictions are included. Year-end preparation is distinct from filing, legal advice and audit.

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