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ADD-ON SERVICES

Build on your core package with targeted support.

Every engagement starts with a core package. Add-ons let you extend coverage into specific areas without upgrading to a larger retainer. Pick what you need, skip what you don't.

Hourly Add-Ons

Hourly Add-Ons

Not everything needs a retainer. These services can be added or dropped month to month with no commitment beyond the hours used.

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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