Estimate an Engagement

What Would This Cost?

Tell us roughly where you stand, tick what you need, and we will show you which posture fits, what each part comes to across your entities, and what the work would actually be. It takes a minute and commits you to nothing.

Where does your finance work sit today?The three posturesPick the sentence that describes you and we name the posture. What separates the three is who owns the work.Review — All of the work is yours. We read what your team prepared and write back; we prepare nothing.With You — The work is shared, inside your process: part of it is your team's and part of it is ours, and your team signs off as we go.For You — All of the work is ours. We run the whole function and bring it to your management, finished, to sign off.The final sign-off is your management’s on every one.

You have the processReviewYou are short-handedWith YouYou have no in-house functionFor You

What do you need?Tick everything that appliesMost clients start with one, and none is conditional on the others. Each category is priced on its own unit, and the figures add.

Stakeholder ReportingA lender's covenant, an investor update, a board that meets on a dateSelling Your CompanyA sale process on the horizon, or a buyer already askingAudit ReadinessA first audit, a lending covenant that requires one, or a management letter you would rather not repeatAdvisory & AnalyticsA founder or an operator making decisions on numbers nobody has interrogatedThe BooksNo in-house function, or one that has outgrown the work

How many entities? 1More than one entityThe first entity carries the relationship, so the full price does not repeat: entity 2 is 80% of the first, entity 3 is 75%, and entity 4 and beyond 70% — on anything priced per entity. Past 8 entities the work stops being a multiple and starts being a structure, so we scope it in a conversation: tell us about it.

Are your books already on Automate Accounting?Why we askIt changes what we would do, not what we charge. The software is a separate subscription from a separate company, and its pricing is on its own site.

How did you hear about us? Optional

What this looks like

With You

Tick what you need and the figures appear here.

You are short-handed

Tick what you need and the figures appear here. Most clients start with one category.

Send This to Us

Opens your mail with all of this written in. Nothing is sent until you send it, and nothing here commits you to anything.

An estimate, not a quote. The engagement letter is the quote, and it comes after we have seen your books. Every figure is from the published price list.

With YouTick what you need and the figures appear here.Full estimate ↓

What This Is, and What It Is Not

This is an estimate built from our published rates — the same ones on the pricing page, applied to what you told us. It is arithmetic, not a proposal.

A quote comes after we have looked at your books, and it arrives as an engagement letter naming what we do, what stays with your team, when it is due and what it costs. A web page is not one, and we would rather say so here than let a number on a screen do work it cannot do. What happens after you write to us →

If what you described does not fit any of the three postures, or if the honest answer is the software with Review rather than a bigger engagement, we will tell you. Sometimes the answer is no.

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