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Because not every system fix fits in a box
This project exists to support one-off needs that extend the structure already in place — not to replace staff or take on ongoing operations. It offers flexible access to controller-level support without requiring a new engagement for every request.
Scope & Pricing
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This project is only available once you’re on the monthly cycle, where the foundation is stable. At that point, it’s billed separately at the rates shown here.
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If a similar cleanup is required during onboarding, it will be addressed then — billed hourly as part of implementation, not as a standalone project.
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Work performed under this retainer does not constitute audit, review, or assurance services.
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If a request drifts into any of the above areas, it requires a separate engagement or referral.
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$1,000/month retainer for 5 hours
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Hours are scoped in advance and tracked internally
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Unused hours do not roll over from month to month
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Requests estimated over 5 hours are scoped separately as flat-fee projects
Ad-Hoc Retainer
What’s Typically Covered
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Formatting or refining internal reporting for board-readiness (non-GAAP)
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Adding a custom metric or graph to monthly insights
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One-off support during bookkeeper transitions (not training or management)
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Reviewing a vendor or platform transition
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Other one-off requests aligned with controller-level responsibilities
What’s Not Included
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CFO-level services, including strategic planning, capital strategy, investor support, or board-level advisory
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Forecasting or scenario modeling, including creating, revising, maintaining, or interpreting forecasts
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Tax services, including income tax planning, preparation, filings, credits, or correspondence with tax authorities
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Payroll processing or payroll administration, including compliance, filings, or payroll system management
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Staff management, supervision, training, task delegation, or performance management
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Day-to-day transaction processing or bookkeeping
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Consolidated financial reporting or entity-level rollups
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Interim or embedded controller duties, including acting as internal management or decision-maker
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Any recurring operations ownership or staffing backfill
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Any onsite work (this service is 100% remote)
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Anything that is already covered in a different Project or service
Projects That Require Separate Scoping
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Insurance renewal packages, responses, or Request For Information (RFIs)
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Note: I do not advise on coverage levels, policy terms, or insurance decisions — and I do not sign off on any policies.
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Multi-entity control framework builds
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Internal audit prep or controls testing templates
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Rebuilding approval logic or paperless workflows
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Other one-off requests aligned with controller-level responsibilities that are estimated to be over 5 hours per month.
Build Structure That Frees You.
I’ve designed this system for founders who want clean, consistent financials and the confidence to make decisions without second-guessing.
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If that’s what you’re building toward, I’m here.