Honest Pricing
The ranges we can publish are below, so you know what to expect before we ever talk. You start with a scoped audit from $1,000, and custom builds get an exact quote from there.
What This Replaces
The retainer covers work that normally takes three or four separate specialists. Here are the pieces at market rates, side by side.
Buying It Piecemeal
A fractional CFO for the monthly close ($1,500–$2,500/mo), a bookkeeper for reconciliation, a data consultant at $125–$175/hr, a compliance consultant at $200–$300/hr. Four vendors, four versions of your numbers.
One Embedded Team
One retainer covers the close, reconciliation, forecasting, and vendor oversight, all running on systems you own. One team, one source of truth.
The Systems Behind the Numbers
Every build is custom to your systems, so pricing is scoped and quoted before work begins, not pulled from a rate card. A scoped audit is how we get you an exact number.
Financial Reconciliation Engines
Claims, insurance payments, payroll, and bank deposits matched automatically. In our flagship engagement the engine traced 98% of deposits across a nine-system practice; the write-up is on our case studies page.
- Deposit-to-payer matching
- Remittance and claims reconciliation
- Payment-lag tracking by payer
- Exception flagging for review
Physical Therapy Billing
Remittance files pulled and parsed to the claim line, payments posted to the EMR, every deposit reconciled, denials queued for your staff. Priced flat instead of as a share of what you collect.
- 835 remittance processing and posting
- Deposit-to-remittance reconciliation
- Denial and short-payment queue
- Credentialing and coding not included
Unified Data Warehouses
EMR, bank, payroll, marketing: every system feeds one database you own, with de-identification built in so sensitive data never reaches a report.
- Every system unified into one source of truth
- De-identification layer for sensitive data
- Yours to export, schema included
- Dashboards built for the owner
QuickBooks Firm Warehouse
For CPA firms: every client's QuickBooks Online, synced nightly into one warehouse, with a dashboard that flags which clients' books need attention. Approved by Intuit for production use.
- Nightly read-only sync, no client passwords
- Attention dashboard across every client
- Client data packs and 1099 exports in one command
- Firm-wide queries instead of twenty logins
Owner-Ready Financial Operations
From monthly reporting off your warehouse up to the full close: P&L within five business days, cash flow, expense forecasts, payroll oversight, and vendor audits.
- Monthly close and real financials
- Cash-flow forecasting
- Payroll oversight
- Vendor and cost audits
How We Work Together
One engagement, priced to what you need. Start small, and scale only what earns its place.
How It Works
One engagement, priced to what you need. Start with a scoped audit, add a build only if the work calls for it, and keep it running on a month-to-month retainer.
- A free 15-minute call first, to see if we can help
- Scoped audit: we map your systems and stand up the first reporting, from $1,000
- Build anything larger: scoped and quoted before it starts
- Keep it running: month-to-month, from $500/month
Fractional Chief AI Officer
Executive-level AI strategy. Two days a month. A senior strategist who understands both the technology and the financial case.
- Monthly AI opportunity assessment
- Vendor and tool evaluation
- Team training (1 hr/month)
- Quarterly roadmap + ROI tracking
Published prices cover our standard implementations. Custom infrastructure like data warehouses, multi-system payment reconciliation, and financial modeling stacks is scoped and quoted separately, usually after the initial audit, so you see the full build cost before committing. Retainers start at the listed floor and scale with scope. Any change in scope is quoted and approved by you before we build.
What We Promise
- No hidden fees. The estimate we give you is the price for the scoped work. If scope changes, we re-quote and get your sign-off before we build.
- No lock-in contracts. Monthly support is month-to-month. Cancel anytime.
- No upselling. We recommend only what the numbers justify.
- We stand behind our work. If a deliverable doesn't work as scoped, we fix it at no charge. We don't guarantee specific business outcomes.
- Milestone-based payments. Under $5K: 50/50. $5K-$15K: 30/40/30. Over $15K: monthly milestones.
- You own everything. Every tool we build is yours. No proprietary platforms.
Common Questions
Want numbers specific to your business?
Run the savings calculator for a personalized estimate, or schedule a free consultation.