beware of little expenses; a small leak will sink a great ship
– Benjamin Franklin
Pricing shouldn’t feel mysterious. No smoke, no mirrors — just clear ranges so you know what you’re stepping into.
Every organization is different, and your systems should support the way you work. These investment options offer a clear starting point while leaving room for the nuance and complexity that real‑world operations require. My goal is to provide transparent guidance, steady partnership, and pricing that reflects the level of care and attention your organization deserves. You’ll always know what to expect before any work begins, and every engagement includes a defined scope, timeline, and communication plan.
Your monthly investment will be determined based on transaction volume, account complexity, reporting needs, and the level of monthly support your business requires. Below you’ll see the minimum monthly investment for each level of support.
align
Your simple, reliable financial starting point. Perfect when you’re ready for clarity without complexity.-
Up to 75 Transactions
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1-2 Bank/Credit Card Accounts
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Quarterly Check-in Calls
flow
Structure, insight, and momentum for growing operations that need more hands‑on partnership.-
Up to 200 Transactions
-
4-5 Bank/Credit Card Accounts
-
Monthly Check-in Calls
synergy
Fully integrated strategic financial support for complex, high-volume needs with many moving parts.-
Up to 400 Transactions
-
6+ Bank/Credit Card Accounts
-
Bi-Weekly Check-in Calls
diagnostic
file review-
QBO file review
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Deep Dive Assessment
-
Workflow Recommendations
-
Written Summary of Findings
cleanup
or catchup services-
Account Reconciliations
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Reclassifying Transactions
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Fixing Errors & Setup Issues
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Catching Up
-
Documentation of Changes Made
setup
clean new setup of QBO-
Start Fresh with Clean Books!
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Historical Data Import
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System Integrations Setup
-
Training & Documentation
Every project is unique. Workflow Design, Capacity Building, and Fractional Support services are customized to meet your needs. After an initial Discovery Call, you’ll receive an estimate based on our discussion and the specific nature of the project.
Consulting project examples:
- Operational Assessment
- Internal controls review
- Workflow redesign / Process improvement
- Database optimization
- Documentation and SOP creation
- Grant or program tracking setup
- Compliance checklists for financial processes
- Governance policies
- Board orientation & training
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Hourly Consulting $100-$150
Full package price will be provided with a "not to exceed" amount to ensure there are no surprises.
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Operational Assessment $500-$2500
Flat fee to provide a comprehensive assessment & recommendations for moving forward.
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Half-Day In-Person Support $800
Plus travel expenses
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Full-Day In-Person Support $1500
Plus travel expenses
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Interim / Fractional COO Support $tbd
Flat monthly investment based on your needs and agreed Statement of Work. Minimum 3-month agreement.
let's talk!
No matter where you’re feeling the strain — in your books, your workflows, your team structure, or your leadership capacity — you don’t have to navigate it alone. Each service is built on partnership, clarity, and a systems‑minded approach that provides peace of mind and brings stability into your work.
Let’s talk about what support would provide the biggest impact for you and your business.