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How Your Price Is Determined
This page shows how pricing is determined by structure, not judgment.
Pricing Philosophy
Pricing is designed around structure, scope, and accountability, not hours, urgency, or ad-hoc requests. Each service is intentionally fixed in scope so expectations are clear, boundaries are respected, and the work stays calm and sustainable for both sides.
Rates reflect the responsibility of maintaining financial systems you can actually trust, not time tracked or last-minute demands. When scope stays consistent, pricing stays consistent. When complexity changes, pricing adjusts transparently based on clearly defined criteria.
The goal is simple:
Fewer surprises, cleaner systems, and financial clarity you can rely on month after month without constant renegotiation or noise.
The Two-Step Approach to Pricing
Pricing is determined by how many financial structures are being maintained, and how complex each one is.
The steps below show exactly how that works.
STEP 1
STEP 2
How many
billable structures?
See Step 1
Scope Flowchart
What’s the monthly price per structure?
See Step 2
Complexity Checklist
How Complexity Is Classified
The number of boxes checked on the Complexity Checklist determines each structure’s complexity and directly sets its monthly price.
-
Simple: 0–1 of 10 boxes checked
-
Complex: 2–5 of 10 boxes checked
-
Super-Complex: 6–10 of 10 boxes checked
Most scaling businesses fall into the Complex range.
Super-Complex structures are priced separately.
Your Financials Should Feel Calm
Want to talk through how this structure would work inside your business?
Click the trees below.
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Step 1:
Scope Flowchart
This chart helps identify how many distinct financial structures your business has.
Do you operate more than one physical site
that I'll be maintaining?
(i.e. stores, facilities, locations)
(Not client or third-party locations.)
No
Do you have more than one service line
or segment at this site?
(Different workflows, cost structures,
or separate reporting?)
No
Yes
Do these segments need separate financials or reporting?
(Separate books, workflows, or business-unit profitability.)
(Client-level or basic Profit & Loss tagging does not count.)
No
Yes
Billed as one structure
Each distinct segment
=
One billable structure
Yes
Do these sites have more than one
service line or segment?
(Different workflows, cost structures,
or separate reporting?)
No
Do these sites need separate financials or reporting?
(Separate books, workflows, or business-unit profitability.)
(Client-level or basic Profit & Loss tagging does not count.)
Yes
No
Yes
Do these sites need separate financials or reporting?
(Separate books, workflows, or business-unit profitability.)
(Client-level or basic Profit & Loss tagging does not count.)
No
Yes
Each distinct
site
=
One billable structure
Billed as one structure
Each distinct
site
=
One billable structure
** All billable structures (sites or segments) are individually priced using the Complexity Checklist below.
Step 2:
The Complexity Checklist
Each billable structure is reviewed individually to determine its complexity.
Checkboxes
-
You have more than one site I’m actively supporting,
-
Evaluated separately for each structure identified in Step 1
-
-
You have more than one business segment I’m actively supporting.
-
Evaluated separately for each structure identified in Step 1.
-
-
Revenue, expenses, or balances flow between multiple entities and require reconciliation or clearing each month.
-
You transact in multiple currencies — in any way, shape, or form.
-
You earn revenue from more than one business model, each with different recognition or tracking needs
-
Examples include:
-
Subscriptions + Implementation fees
-
Product sales + Subscriptions
-
Lodging + Events
-
Sales vs Membership
-
Etc.
-
-
-
You need internal reporting that breaks out profit and loss across class, projects, clients, or business/segment.
-
This means transactions must be tagged — as I have to review those tags each month, since I'm the one reporting on the results.
-
-
Basic department-level groupings from the chart of accounts don’t count.
-
Applies when the organization operates through chapters, affiliates, or branches in a bottom-up model, where activity is initiated locally and must be rolled up at the national level. Even with strong central oversight, this setup creates structural complexity, since financial data from multiple sources requires standardization and consolidation before reporting.
-
You rely on specialized accounting areas that require structure I maintain — like revenue recognition, inventory costing, manufacturing workflows, lease accounting, or complex amortization schedules.
- This only applies if I’m responsible for applying or maintaining logic related to these areas.
-
Examples include:
-
Inventory costing
-
Manufacturing workflows
-
Lease accounting
-
Complex amortization logic
-
Etc.
-
-
-
You have customer contracts with different billing terms, milestones, or revenue logic — as I'll need to account for those differences each month.
- Examples include:
-
Contracts that include client-specific payment timing, revenue recognition rules, or billing conditions
-
Manual logic for when revenue starts, how much gets billed, or how to interpret each deal
-
Each contract requires review, tracking, or exception handling to stay aligned month-to-month
-
Terms or conditions that affect close structure — like performance phases, billing caps, or unique deal flow timing
-
-
Your company operates in a space with evolving or non-traditional financial models — such as AI, robotics, biotech, or hard tech — that create added accounting complexity each month.
-
This isn’t about industry labels. It applies when your revenue or cost structure makes the close more complex, like:
-
SaaS + hardware bundled pricing (e.g., Robotics-as-a-Service)
-
AI tools with usage-based billing + subscriptions
-
Capitalized software or engineering labor
-
Significant R&D spending or capitalized labor
-
Deferred revenue tied to future product releases
-
Biotech or life sciences with milestone-based revenue
-
Space tech, manufacturing-as-a-service, or layered platform + device ecosystems
-
Grant-funded or investor-triggered development milestones
-
Etc.
-
If you're not sure where you land, I’ll confirm during onboarding. Most scaling companies are considered "Complex" — and that’s perfectly normal. It simply means your business has more moving parts, and the financial structure needs to rise to meet that reality.
How Complexity Is Classified
The number of boxes checked on the Complexity Checklist determines each structure’s complexity and directly sets its monthly price.
-
Simple: 0–1 of 10 boxes checked
-
Complex: 2–5 of 10 boxes checked
-
Super-Complex: 6–10 of 10 boxes checked
Most scaling businesses fall into the Complex range.
Super-Complex structures are priced separately.
When Complexity Changes
If your business model evolves and you consistently meet — or no longer meet — the complexity threshold for two straight months, your pricing will update in month three. No surprises, no backdating. It’s a clear and fair way to ensure your pricing always reflects the real scope of work.
Controller Lite Package
Pricing
Structured Pricing
Model
Recurring Services
Monthly
Simple: $3,000
Complex: $4,000
Fixed Cost,
Fixed Scope
+ $175 / Hour
Founder Support Hours
Up to 8 Hrs / Month
No Carry-Overs
Early 2026 Pricing
Available for new clients onboarding in Q1 2026.
For clients who sign on between January 1 and March 31, 2026.
10% reduction to all fixed monthly charges for the first three months of service
-
Monthly Charges:
-
10% off the fixed monthly package costs
-
Applies regardless of workload, complexity, or onboarding pace
-
Discount ends automatically upon issuance of the third monthly invoice
-
Founder Support Hours remain optional and governed by standard terms (not discounted)
-
Cannot be combined with any other discounts
-
This pricing is available for new clients who sign on during Q1 2026.
All services, scope, and deliverables remain unchanged. This is simply a thank-you for committing early.
🔹 How it works:
Financial Clarity Package
Pricing
$6,000 / Month
Retainer
+ $175 / Hour
Excess beyond retainer
Implementation
(Typically 6-12 Months)
Structured Pricing
Model
Recurring Services
Monthly
Simple: $2,500
Complex: $3,500
Fixed Cost,
Fixed Scope
+ $175 / Hour
Founder Support Hours
Up to 8 Hrs / Month
No Carry-Overs
Financial Clarity Package clients receive a standing 20% reduction on future scoped system projects.
Early 2026 Pricing
Available for new clients onboarding in Q1 2026.
For clients who begin implementation between January 1 and March 31, 2026.
10% reduction to all implementation charges
-
Implementation:
-
10% off all implementation charges for the full implementation phase
-
Applies to the implementation retainer and any hourly overage
-
Applies regardless of workload, complexity, or onboarding pace
-
Discount ends automatically upon transition to recurring services
-
No discounts apply to ongoing monthly services
-
Can not be combined with any other discount
-
This pricing is available for new clients who initiate implementation during Q1 2026.
All services, scope, and deliverables remain unchanged. This is simply a thank-you for committing early.
