Honest Pricing
The ranges we can publish are below, so you know what to expect before we ever talk. Custom builds get an exact quote after the Discovery Sprint.
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. The Discovery Sprint below is how we get you an exact number.
Financial Reconciliation Engines
Claims, insurance payments, payroll, and bank deposits matched automatically. Our engine traced 98% of deposits for a practice running nine separate systems.
- 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
Monthly P&L within five business days. Cash flow, expense forecasts, payroll oversight, and vendor audits that together have delivered six figures in systems and savings for one client.
- Monthly close and real financials
- Cash-flow forecasting
- Payroll oversight
- Vendor and cost audits
For Businesses Ready to Go Deeper
Not sure where to start? Or ready for ongoing AI leadership?
AI Discovery Sprint
4-week deep dive into your operations. We map your processes, identify the highest-ROI opportunities, and hand you a prioritized roadmap.
- Process mapping of top 5 time sinks
- Financial model for top 3 opportunities
- Solution architecture and timeline
- Executive summary presentation
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 — data warehouses, multi-system payment reconciliation, financial modeling stacks — is scoped and quoted separately, usually after a Discovery Sprint, 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.
- Results-backed. If you don't see measurable improvement within 60 days of go-live, we'll work with you to fix it — no additional charge.
- Discovery Sprint credit. Move forward with an implementation and the Sprint fee is credited toward the project.
- 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.