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ADD-ON SERVICES

Build out your retainer package with targeted support.

Add-Ons extend an active retainer package into specific service areas without changing the core package itself. Pick what you need, skip what you don’t.

Hourly Add-Ons

Hourly Add-Ons

These services attach to an active retainer and are billed based on the hours used. They can be added or dropped month to month as needs change.

Per selected add-on

$175/ hour

Accounts Payable Support

Accounts Receivable Support

Scoped Historical Cleanup

Retainer Add-Ons

Sync Historicals Into Your Forecast

Transaction Entry & Reconciliation Support

1099 Preparation and Filing

Retainer Add-Ons

These run alongside your core package on a recurring cadence. Predictable scope, predictable billing.

Pricing

Varies by add-on

Separately Scoped Add-Ons

Separately Scoped

These engagements don't fit a fixed template. We scope them together and price based on complexity and timeline.

Pricing

Scoped per project

Accounting Policy Architecture

Sales Tax Filings

Special Projects & Custom Support

Build Structure That Frees You.

 

Designed for founders who want clean, consistent financials and the confidence to make decisions without second-guessing. If that’s what you’re building toward, I’m here.

Phone

(805) 410-8647

Email

Connect

LinkedIn

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