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. $999 a month.
- The BooksThe BooksPer entity, per month, at the Moderate band. Every quarter, your actual count re-bands you, up or down, from the next month. There is no overage mid-quarter; the band absorbs a busy month. The rate falls as you add entities on anything priced per entity.Moderate band, a single company, per month
- $999 / 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.
The Books
Shared — we keep the books and run the close as preparer, inside your process; your team supplies what we ask for, reviews each step, and a named person approves.
The Books at the Moderate band — up to 300 transactions a month, from the roughly 125 a month your expenses suggest. We confirm your band from your actual count on the platform every quarter, and re-band you from the next month.
| At With You | Who |
|---|---|
| Code and match every bank and card transaction to the statement | Us |
| Enter and schedule payables; raise, apply and chase receivables | Us |
| Bring payroll journals into the ledger and tie them to the provider's reports | Us |
| Tie every balance-sheet account to a schedule, a statement or a subledger | Us |
| Run accruals, prepaids, depreciation, deferred revenue and debt on schedules | Us |
| Explain the P&L movements in sentences and lock the period | Us |
| Supply documents and answers when asked | You |
| Review each step as it happens | You, a named person approves |
| Read the month's result and write back what looks wrong and what looks thin | — |
| Sign off the closed month | 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, $949 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, $899 a month.
- Paid a year in advance, The Books costs $10,789 for the year — 10% off.
This estimate: https://accounting-advisor.com/estimate?entities=1&situation=short-handed&cats=books
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.