How it works
Solo-direct delivery.
No handoffs, no hourly billing.
One senior owns the engagement from kickoff to handoff. You reach me directly, the price is published before you book, and the scope is written down before any work starts.
Built for solo bookkeepers and small-business operators who want a single, experienced fractional CFO — not the partner-sell / associate-deliver pattern.
Four positioning pillars
What the engagement actually looks like.
Four operating commitments that distinguish the solo-direct model from the partner-sell / associate-deliver pattern.
One senior handles your engagement end-to-end. No handoffs between a partner who sold the deal and an associate who runs the work.
You reach me directly — email, message, or scheduled call. You're never filtered through an account manager or a delivery desk.
One published price per engagement. No hourly billing, no scope creep, no surprise invoices at the end of the engagement.
Deliverables, exclusions, and turnaround are written down before you book. The published price assumes that scope.
How this differs
Solo-direct, instead of partner-sell and associate-deliver.
Here
The alternative
One senior owns the engagement from kickoff to handoff.
The partner-sells-and-associate-delivers pattern. You meet a senior at the pitch and a different person does the work.
Direct access throughout — email or scheduled call with me.
Tickets routed through a delivery desk. The person doing the work is rarely reachable directly.
Flat fee quoted before kickoff against a written scope.
Hourly-billed firm model with rates that surface only after a discovery engagement.
Engagement ends when the work ships and you can run it.
Firms that rotate associates across engagements — continuity depends on who is staffed this week.
Every engagement ships a handoff document and a Loom walkthrough.
Oral handoff followed by a billable retainer to keep the same person on the engagement.
vs. AI-first bookkeeping tools
AI handles the reporting. I handle the decisions.
The AI lane is good at reporting, reconciliation, dashboarding, and the monthly close. Sandomenico picks up at the work the machines still cannot do well: fundraising narratives, board dynamics, M&A diligence, and the vendor, lease, and pricing calls that move the business.
AI handles
I handle
What ships in the engagement
Five deliverables, every engagement.
The same artifacts ship for every flat-fee engagement, regardless of tier.
- One written scope with deliverables, timeline, and exclusions
- One kickoff call to align on what is in scope and what is not
- Working artifacts built in your tools, not in a sandbox we hand back
- Handoff document with the change log, owners, and what to watch for
- A Loom walkthrough recorded in your account, not on our shared drive
Response windows
- EmailWithin one business daySLA
- Scheduled callWithin two business daysSLA
- Urgent issue during a live engagementSame business daySLA
Scope boundaries
What is out of scope.
Defining what is not included protects the engagement from silent scope creep and keeps the flat fee honest.
What you receive each month
Ongoing artifacts during the engagement.
For engagements that run longer than a single sprint, the following drop in every month without an extra invoice.
One monthly artifact per engagement type — there is no manager-built monthly status meeting layered on top.
Solo-direct, in your words
Common questions about how this differs from an agency model.
The three agency-model weaknesses most clients ask about — and why the solo-direct model does not have them.
What actually happens if the engagement gets handed off?
It does not. I am the senior who sold the engagement, and I am the senior who does the work, end-to-end. Firms that hand work off after the pitch invite handoff drift — a partner wins the deal, an associate runs it, and the scope quietly shifts between two people who were never in the same room. Here there is nobody to hand off to, so the scope you signed up for is the scope that ships. See the pricing FAQ →
Who picks up the work if you get sick or go on vacation?
The engagement pauses and I tell you, in writing, the day I know. I do not rotate a junior deliverable owner in while I am out, and I do not subcontract the work to a delivery desk while you are still paying the published flat fee. If a multi-week pause looks likely, we discuss it before it happens so you can choose to extend the timeline or end the engagement cleanly.
How is the flat fee actually priced — and what makes it move?
One published price per engagement, set against the deliverables, timeline, and exclusions that I write down before you book. The only thing that moves the quote is a written scope change, also written down. The reason this matters is pricing/scope opacity — firms that bill hourly or that quote after discovery quietly accumulate cost as the engagement progresses, and the client sees the real number only after the work is done. Mine is published in advance and tied to a written scope, so there is nothing to discover at the end.
What does a junior deliverable look like in practice?
A junior deliverable is the artifact a firm ships when an associate has done the work but the senior has not reviewed it. It has the right shape — a deck, a model, a memo — but the numbers are off by a small amount that nobody catches until you catch it. Here, one senior builds and one senior signs off, because they are the same person, and the published flat fee covers that review, not a junior deliverable padded into the invoice.
Next step
If the model sounds right, run the 90-minute diagnostic. We score your top three bottlenecks and either quote an engagement against this scope or point you elsewhere.
Agent capabilities
Research tools
Status of the web-research capability available to the agent that helps shape positioning, pricing, and market commentary on this site.
Checking status…