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.
With You. $599 a month.
- Advisory & AnalyticsAdvisory & AnalyticsStanding: a monthly cycle: the forecast, the budget and the variance against plan, revisited once a month. The level is how often the cycle runs and what it covers; the posture is who builds it and who takes it into the room.Standing level, per month
- $599 / mo
What the engagement would be, and who does what
With You, across a single company. 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.
Advisory & Analytics
Shared — we build and maintain the forecast, the budget and the metrics; your team supplies the inputs, takes them into the room and owns the decisions.
Standing — a monthly cycle: the forecast, the budget and the variance against plan, revisited once a month.
| At With You | Who |
|---|---|
| Build the forecast, the budget and the reforecasts | Us |
| Define the KPIs and report them, each saying what it is and where it came from | Us |
| Maintain the cash-flow forecast and the runway, and look at covenant headroom before the certificate is due | Us |
| Pricing, margin and unit-economics work from your own ledger | Us |
| Supply the operating inputs | You |
| Read what was built and write back what we would challenge | — |
| Take the numbers into the room and present them | You |
| Make the decisions, and sign off what is presented | You |
If you are not sure where your books should live, that is a normal thing not to know yet, and it is part of the first conversation rather than a decision you make now.
We will put this in writing, with the scope named, before you decide anything.
The final sign-off is your management’s on every posture; we never sign off on the books or on any engagement.
What you could take off
- Autopay takes 3% off and paying by bank transfer 2%: with both, $569 a month.
- Loyalty takes 1% more off for every month you have been with us, up to 5%: after 5 months, with both of those, $539 a month.
- Paid a year in advance, Advisory & Analytics costs $6,469 for the year — 10% off.
This estimate: https://accounting-advisor.com/estimate?entities=1&situation=short-handed&cats=advisory-analytics
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.
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.
The first conversation is a look at your books and an honest answer about whether we are the right firm.