1. Diagnostic Assessment — $2,500

Every engagement starts here. I review your financials, processes, and systems to identify what’s broken, what’s missing, and what needs to change. You receive a written report with findings and a clear roadmap. The report is yours regardless of whether we work together beyond this point. If you move to Phase 2, the diagnostic fee applies toward the project.

What the diagnostic covers: 

• Financial statement accuracy and structure
• Cash flow patterns and risks
• Operational workflows — how financial data moves through the business
• System and tool assessment
• Process gaps and automation opportunities

2. Transformation — $15,000–$50,000

This is the heavy lift. Over 3–6 months, I clean up your financials, redesign your processes, and build the systems your business needs to operate with real data. I do the work — this isn’t a report with recommendations you have to figure out yourself.

Transformation work typically includes:

• Financial cleanup and restructuring in QuickBooks Online, Xero, or your current accounting platform
• Process design for how financial data gets created, reviewed, and used
• Custom reporting built around your business model
• Automated workflows that eliminate manual data entry and reduce errors
• Custom applications when standard tools aren’t enough
• Team training so the systems I build actually get used

3. Ongoing Advisory — $3,000–$10,000/month

After the transformation, most clients transition to an ongoing relationship. I stay on as your fractional CFO — providing strategic oversight, monthly financials, and adjusting systems as your business evolves.

Three tiers, structured around what your business needs:

What This Looks Like in Practice

Residential Builder — Job Costing and Project Control

A residential builder had no job costing and no structured project tracking. Inspections were scheduled before subcontractors finished work, termite treatment was missed before footings, and rework was constant. The financials didn’t reflect what was actually happening on projects, and the bank was pushing the owner to hire a CPA because reporting was unreliable.

I implemented QuickBooks, set up job costing by project, and built a project management board that tracked inspections, subcontractor schedules, and permit milestones.

Financial reporting improved to the point where banks were satisfied, tax preparation became straightforward, and the owner stopped losing money on rework that was entirely preventable.

This isn’t for everyone. And that’s by design.

I work best with business owners who value honesty over polish, clarity over complexity, and results over promises. If you’re looking for a $500/month bookkeeper, a plug-and-play template, or someone to cut corners on compliance — I’m not your person. If your financial operations aren’t giving you the answers you need — and you know it — that’s exactly where I come in.