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. $499 a month.
- Stakeholder ReportingStakeholder ReportingOne price for every kind of package — management, lender, investor, board; a quarterly package is a third of one a month. Billed per package issued, and nothing in a month with no package.1 package a month, billed per package issued
- $499 / 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.
Stakeholder Reporting
Shared — we prepare each package from your closed books; your team checks it, approves it and sends it, inside your own process.
1 package a month — management, lender, investor or board — each billed per package issued, and nothing in a month with no package.
| At With You | Who |
|---|---|
| Assemble the package from the closed books, with commentary a non-accountant can read | Us |
| Compute and check the covenant and borrowing-base certificates before an officer signs | Us |
| Read the package before it goes and say what we would change | — |
| Check and approve the package | You |
| Send it on that party's calendar, and field their questions | You |
| Re-issue when a late entry moves a number they already hold | Us |
| Run the request list for a lender's annual review or an investor's round | Us |
| Your officer signs the certificate; management signs off the package | 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, $474 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, $449 a month.
This estimate: https://accounting-advisor.com/estimate?entities=1&situation=short-handed&cats=stakeholder-reporting
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.