For solo bookkeepers
Start with clarity. Choose the right level of support.
Published monthly packages for solo bookkeepers: start with a workflow diagnostic, then choose integration or ongoing senior decision support.
The diagnostic-led starter engagement is the entry point. If the next constraint is systems integration or recurring finance decisions, the published ladder shows what changes in scope and cadence.
90-minute diagnostic · bookkeepers
A diagnostic for bookkeepers
Every engagement starts with a 90-minute diagnostic. In one sitting, the bookkeeping file, chart of accounts, reconciliation backlog, and close cadence are reviewed.
Review scope
- Bookkeeping file
- Chart of accounts
- Reconciliation backlog
- Close cadence
After the review
If the work continues, the proposal lists deliverables, a fixed monthly fee, and exit criteria.
Published packages
A clear next step for the work in front of you.
The first package starts with a diagnostic and one starter deliverable. Move into integration or ongoing senior decision support when that is the constraint.
Senior-led diagnostic, one starter bookkeeping or automation deliverable, Loom walkthrough, and 7–10 business-day monthly-cadence turnaround.
For: Solo bookkeepers and small ops teams needing a focused first workflow improvement.
Scope
Diagnostic + 1 starter deliverable + Loom handoff
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 outside scope
- Ongoing bookkeeping
- Tax filing
- Custom software outside the starter automation
Cadence
7–10 business-day turnaround on monthly cadence
Senior-led bank-feed, Stripe, and invoicing wiring, one end-to-end reconciliation flow, lead-to-cash pipeline, and fixed-scope monthly cadence.
For: Solo bookkeepers growing into fractional work and operators who need finance-tool/pipeline integration.
Scope
Bank-feed / Stripe / invoicing wiring + 1 reconciliation flow + pipeline
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 outside scope
- Ongoing bookkeeping outside the monthly retainer
- After-handoff support beyond the monthly engagement
- Tax filing
Cadence
Fixed-scope monthly cadence
Monthly close automation, KPI dashboard, senior-led monthly review, and handoff documentation.
For: Solo bookkeepers needing recurring close automation, KPI visibility, and senior monthly review.
Scope
Close automation + KPI dashboard + senior monthly review
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 outside scope
- Fractional CFO services outside the monthly retainer
- Bookkeeping
- Tax filing
Cadence
Monthly close on a fixed cadence; 1 senior review/month
Ad hoc automation work is handled separately from the published monthly retainers.
What's included
- Scope defined through intake
- Handled separately from monthly retainers
A written scope is confirmed before additional work begins.
Request a quote- Senior-led delivery end to end
- Scope agreed before kickoff
- Start with the 90-minute diagnostic
Compare the published scope
Every engagement starts with the intake path. The diagnostic helps confirm fit before the written scope and cadence are agreed.
| Features | Workflow Diagnostic + Automation Starter Kit | Books + Pipeline Integration Sprint | Fractional CFO Foundation Package | Ad Hoc Automations |
|---|---|---|---|---|
| Engagement shape | ||||
| Diagnostic-led starter | Included | Not included | Not included | Not included |
| Integration sprint | Not included | Included | Not included | Not included |
| Ongoing senior decision support | Not included | Not included | Included | Not included |
| Scope signals | ||||
| Published monthly cadence | Included | Included | Included | Not included |
| Quote-based scope | Not included | Not included | Not included | Included |
Your next step
Bring the workflow you want to improve.
Request the 90-minute diagnostic through intake. We confirm fit, then agree on the written scope and cadence before work begins.
Published prices are monthly retainers unless marked quote-based. Ongoing bookkeeping and tax filing are outside the published packages unless expressly included in a written scope.