Pricing
Flat-fee deliverables.
No hourly billing.
Every package starts at $4,500 — flat monthly retainer, scope defined before you book.
Built for solo bookkeepers and small-business operators who do the books themselves alongside the work.
Senior-led engagement end-to-end — no handoffs, no juniors. You work with the person whose name is on the proposal.
Month 1: senior-led 90-minute diagnostic + a starter bookkeeping or automation deliverable. Flat monthly retainer for solo bookkeepers and small ops teams — one senior, no handoffs.
Flat fee · No hourly billing
What's included
- Senior-led 90-minute Workflow Diagnostic (Month 1)
- One starter automation delivered by the senior (Month 1)
- Loom walkthrough handoff
- 7–10 business-day turnaround on monthly cadence
What's not included
- Ongoing bookkeeping
- Tax filing
- Custom software outside the starter automation
Turnaround
Month 1 kickoff; diagnostic in 90 minutes, automation delivered in 7–10 business days
Senior-led monthly engagement — books, bank-feed, Stripe, invoicing rolled into one reconciliation rhythm. Flat monthly retainer, no juniors.
Flat fee · No hourly billing
What's included
- Senior-led bank-feed / Stripe / invoicing tool wiring
- One end-to-end reconciliation flow owned by the senior
- Lead-to-cash pipeline
- Fixed-scope monthly cadence
What's not included
- Ongoing bookkeeping outside the monthly retainer
- After-handoff support beyond the monthly engagement
- Tax filing
Turnaround
Monthly retainer; books delivered on a fixed monthly cadence
Senior-led fractional-CFO monthly engagement for solo bookkeepers — close automation, KPI dashboard, monthly review, one senior, flat monthly retainer.
Flat fee · No hourly billing
What's included
- Senior-led monthly close automation + KPI dashboard handoff
- KPI dashboard
- Senior-led monthly review on a fixed cadence
- Handoff documentation
What's not included
- Fractional CFO services outside the monthly retainer
- Bookkeeping
- Tax filing
Turnaround
Ongoing monthly retainer; 1 senior-led review per month
Compare tiers
Pick your tier at a glance.
Three published flat retainers, three written scopes, three senior-led monthly cadences — match the column to your stage and run the diagnostic to lock the engagement.
side-hustlers
$4,500Who it's for
First-time entrepreneurs juggling day job + side income
Monthly artifact volume
Diagnostic + 1 starter deliverable + Loom handoff
Response SLA
7–10 business-day turnaround on monthly cadence
Intake path
Run the diagnostic → written scope
bookkeepers
$7,500Who it's for
Solo bookkeepers growing into fractional work
Monthly artifact volume
Bank-feed / Stripe / invoicing wiring + 1 reconciliation flow + pipeline
Response SLA
Fixed-scope monthly cadence
Intake path
Run the diagnostic → written scope
AI inbox
$12,000Who it's for
Solo operators whose inboxes outpace attention
Monthly artifact volume
AI triage + drafted replies + follow-up cadence + KPI dashboard + monthly review
Response SLA
Monthly close on a fixed cadence; 1 senior review/month
Intake path
Run the diagnostic → written scope
Pricing FAQ
Four decisions to make before choosing the published tier.
Compare what each flat retainer covers, how solo-direct differs from DIY books or outsourced bookkeeping, what delivery cadence means, and how intake becomes the first scoped artifact.
What do the $4,500, $7,500, and $12,000 tiers cover?
The ladder is three written scopes, not three versions of the same package. The $4,500 Workflow Diagnostic + Automation Starter Kit covers a senior-led 90-minute diagnostic, one starter bookkeeping or automation deliverable, a Loom walkthrough handoff, and a 7–10 business-day turnaround on the monthly cadence; ongoing bookkeeping, tax filing, and custom software outside that starter automation are excluded. The $7,500 Books + Pipeline Integration Sprint covers senior-led bank-feed, Stripe, and invoicing tool wiring, one end-to-end reconciliation flow, and a lead-to-cash pipeline on a fixed-scope monthly cadence. The $12,000 Fractional CFO / AI inbox lane covers AI triage, drafted replies, a follow-up cadence, monthly close automation, KPI dashboard artifacts, handoff documentation, and one senior-led monthly review on a fixed cadence; bookkeeping and tax filing remain outside the package. Anything beyond the published inclusions and exclusions is a written scope change before additional work begins.
How does solo-direct compare with DIY books/apps or outsourced bookkeeping?
Solo-direct is not a customer-owned app workflow and not an agency handoff. One senior owns the engagement end-to-end: the scope is written before kickoff, the same senior builds the deliverables, and the published work includes the review or handoff called out on the tier. DIY books/apps leave the operator to connect tools, reconcile exceptions, and decide what the output means; outsourced bookkeeping can introduce a partner-to-junior handoff. This model is a written flat scope with senior review, not a promise of instant answers or a 24/7 guarantee.
What response or turnaround cadence should I expect on each tier?
The published cadence is precise: the $4,500 starter tier has a 7–10 business-day turnaround on the monthly cadence; the $7,500 Books + Pipeline Integration Sprint follows a fixed-scope monthly cadence; and the $12,000 Fractional CFO / AI inbox tier has a fixed monthly-close cadence with one senior review per month. These are delivery cadences for the scoped artifacts, not an instant-response or 24/7 promise.
How do I get from intake to the first deliverable?
Start at /intake to book and run the 90-minute diagnostic. We confirm fit, then write the scope before kickoff so the deliverables and exclusions are clear. Once the scope is agreed, the senior begins the engagement and delivers the first scoped artifact; on the $4,500 starter tier, that first deliverable follows the published 7–10 business-day turnaround. The diagnostic is the intake path, not an undisclosed fourth package.
Why we publish the price
Other firms quote hourly, hide rates, or push you through a discovery call before disclosing scope. We publish the price and let the 90-minute diagnostic confirm fit. If none of these three match what you need, the diagnostic itself is still the fastest way to find out.