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Ready to see if it’s a fit? Share a bit about your business and I’ll follow up with next steps. Contact Me Have questions or need financial clarity? Whether you’re looking for structured reporting, streamlined processes, or controller-level insights, I’m here to help. Fill out the form below, and I’ll get back to you soon. Brett@BrettJFedererAccounting.com (805) 410-8647 | Linkedin First Name Last Name Company Email What accounting software do you use? * Xero Odoo NetSuite Quickbooks Online Quickbooks Desktop Other (Please explain below) Do you already have a bookkeeper or equivalent? * Yes No We're hiring one Other (Please explain below) Key Pain Points You're Hoping to Resolve What prompted you to reach out? Send Thanks for submitting! Opening Hours Monday Tuesday Wednesday Thursday Friday 9:30 am – 5:00 pm PST 9:30 am – 5:00 pm PST 9:30 am – 5:00 pm PST 9:30 am – 5:00 pm PST 9:30 am – 5:00 pm PST Available Earlier Upon Request

Clean up your books without the chaos. I handle complex account rework with precision, calm, and structure — so you can move forward with clean data. Complex Account Cleanup When structure already exists — but the history doesn’t reflect it. This project applies an already-approved policy to a complex account t hat was never brought into alignment. It doesn’t create the logic — it applies it. If the policy’s finalized and the data is intact, the account can be cleaned and tied out historically. By restoring structure historically, it locks in the foundation for stable ascent beyond the clouds. Examples include deferred revenue cleanups, inventory corrections, or applying ASC 606 compliance when historical records weren’t properly aligned. Scope & Pricing 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. If a similar cleanup is required during onboarding, it will be addressed then — billed hourly as part of implementation, not as a standalone project. $150 per historical month scoped, per account Only available when a formal, documented policy already exists Inventory and other high-volume areas may require additional scoping What’s Included Historical cleanup of a single complex account per scope Entries aligned to approved policy via adjustments or reclassifications Optional summary workbook or tie-out Meetings as required What’s Not Included No policy drafting, testing, or documentation No scenario modeling or audit prep No systems redesign or process changes No reporting, forecasting, or downstream analytics 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. ——— If that’s what you’re building toward, I’m here. Phone (805) 410-8647 Email Brett@BrettJFedererAccounting.com Connect LinkedIn Learn More

When your general ledger’s a mess, I step in to clean, reclass, and rebuild the foundation — scoped clearly, priced upfront, and focused on fixing the root, not just the entries. Some companies have clean books. Others have history. If you're here, it's probably the latter. This project exists to restore order after a financial foundation goes off course. Whether from rapid growth, a conversion gone sideways, or years of under-managed books, this is how the reset begins — not with perfection, but with structure. Examples include legacy journal entries, inaccurate account balances, or inaccurate account records after a system conversion. General Ledger Cleanup Scope & Pricing 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. If a similar cleanup is required during onboarding, it will be addressed then — billed hourly as part of implementation, not as a standalone project. $375 per historical month scoped Minimum scope: 3 months ($1,125 floor) Maximum scope: 24 months ($9,000 cap) What’s Included Identification of legacy accounting issues Cleanup of large historical journal entries Reconciliation of high-volume or historically unmanaged accounts Chart of accounts cleanup (if needed) Final summary of what was addressed Meetings as required for clarification, context, or review What’s Not Included No accounting policy design (see: Accounting Policy Architecture Project) No dashboards, metrics, or monthly reporting No automation or process streamlining No post-migration redesign No complex account work (see: Complex Account Cleanup Project) 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. ——— If that’s what you’re building toward, I’m here. Phone (805) 410-8647 Email Brett@BrettJFedererAccounting.com Connect LinkedIn Learn More

If a key team member leaves or hasn’t been hired yet, I step in short-term to stabilize your financial structure while you find the right long-term fit. Short-Term Accounting Support Because sometimes gaps happen — and structure still needs protecting. Unexpected gaps can threaten momentum more than they should — especially when you're working hard to build something steady. That’s why I offer Temporary Coverage: limited, short-term support to protect accounting operations during critical transitions. If a key accounting team member leaves — or hasn’t yet been hired — I can step in through the Short-Term Accounting Support Project for up to 2 months, stabilizing the core financial structure while you find the right long-term fit. This support is limited to two uses per client, with at least 3 months between activations, to preserve both momentum and system integrity. Please note: I only provide operational accounting support — not CFO leadership, cross-departmental roles, or broader operations functions. Scope & Pricing When critical gaps threaten accounting stability, this temporary support provides an operational bridge. It keeping financial operations moving until the right hire is in place. This service is designed to stabilize critical accounting operations during staffing gaps — not full operational rebuilds or expansions. Broader requests may require scoping under the Ad-Hoc Retainer Project. Temporary Coverage is offered based on availability and subject to scheduling approval — on a first come, first served basis. $5,000/month flat fee (up to 40 hours/month) Designed for urgent coverage of operational accounting tasks (AP, AR, reconciliations, treasury, staff oversight, etc.) Scope is focused on maintaining core workflows — not expanding systems, or taking on strategic leadership roles Requests expected to exceed 40 hours/month will be scoped separately as flat-fee projects What’s Typically Covered Temporary step-in coverage for any accounting role (excluding CFO) Up to 2 months of flexible support to stabilize accounting operations May include tasks like bank reconciliations, A/P and A/R processing, treasury support, basic staff oversight, staff training, etc., as needed This temporary support begins on one of the following, whichever applies first: The final day of your previous staff member’s role The date my services begin (if no staff is in place when we start) What’s Not Included This support is designed to keep your day-to-day accounting stable. Specialized projects, in-person tasks, or non-routine work may need a different solution. CFO responsibilities or strategic leadership duties Support for non-accounting roles (e.g., operations, HR, executive roles) Scenario modeling, financial forecasting, or audit preparation Physical inventory counts or any onsite work (this service is 100% remote) Audit or financial review support (requires separate Ad-Hoc Retainer scoping) Non-routine or project-based work (e.g., accounting process rebuilds, major cleanups) Recurring or ongoing operational staffing (beyond 2 months) Immediate back-to-back usage (minimum 3 months between uses) Reminder This is a temporary transition project — not an ongoing operational role. If a request reflects recurring staffing or execution needs beyond the timeline listed above, I’ll recommend a different path. 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. ——— If that’s what you’re building toward, I’m here. Phone (805) 410-8647 Email Brett@BrettJFedererAccounting.com Connect LinkedIn Learn More

Need help outside the monthly scope? This optional retainer covers ad-hoc support — billed hourly, clearly scoped, and only when needed. 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 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. If a similar cleanup is required during onboarding, it will be addressed then — billed hourly as part of implementation, not as a standalone project. $1,000/month retainer for 5 hours Hours are scoped in advance and tracked internally Unused hours do not roll over from month to month Requests estimated over 5 hours are scoped separately as flat-fee projects Ad-Hoc Retainer What’s Typically Covered Formatting or refining internal reporting for board-readiness (non-GAAP) Adding a custom metric or graph to monthly insights One-off support during bookkeeper transitions (not training or management) Reviewing a vendor or platform transition Other one-off requests aligned with controller-level responsibilities What’s Not Included Consolidated financial reporting or entity-level rollups Interim controller duties or embedded support Any recurring operations ownership or staffing backfill Any onsite work (this service is 100% remote) Anything that is already covered in a different Project or service Projects That Require Separate Scoping Insurance renewal packages, responses, or Request For Information (RFIs) Note: I do not advise on coverage levels, policy terms, or insurance decisions — and I do not sign off on any policies. Multi-entity control framework builds Internal audit prep or controls testing templates Rebuilding approval logic or paperless workflows 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. ——— If that’s what you’re building toward, I’m here. Phone (805) 410-8647 Email Brett@BrettJFedererAccounting.com Connect LinkedIn Learn More

I design custom accounting policies for complex areas like revenue, inventory, and amortization — structured clearly, documented cleanly, and built to last. For complex areas like Revenue Recognition (ASC 606), Inventory Costing, Amortization of specialized assets (e.g., robotics, R&D), internal controls (e.g., P-Card and expense systems), or other technical accounting topics, this project delivers a formally documented accounting policy with tested logic and structured support for internal or external review — built to fit your real operations, not just theory. Phase 1: Policy Testing, Drafting Scope & Pricing These projects are designed to extend the structure already in place. They’re only available once you’re on the monthly cycle, where the foundation is stable. At that point, this project is billed as a fixed add-on at $6,000 per policy. If something similar is needed during onboarding, it can be built then — but it’s billed hourly as part of implementation, not as a standalone project. Policies are structured under GAAP guidance, with materiality considerations appropriate for the client’s operations, as allowed under GAAP's materiality standards. This is a management-owned policy. Final approval and interpretation remain with your internal team or auditor. All work is performed based on the information available at the time of drafting. Policy development is based solely on the information and operational structure provided during drafting. Anticipated or future changes outside of this scope are not incorporated unless explicitly discussed and agreed upon during the time of drafting. Accounting Policy Architecture What’s Included Testing based on a reasonable sample of your actual transactions and workflows to ensure the policy fits real-world scenarios Full population testing or extensive variations may be billed hourly. Iterative draft development and management review opportunities throughout the process. Policy documentation scoped to your GL and workflows. Targeted meetings with management or internal finance to refine the draft. Delivery of a fully tested policy draft that is ready for internal or external sign-off. What’s Not Included Support for external audit or board approval processes after delivery (billed separately — see Phase 2). Policy implementation work (handled separately in Phase 3). Forecasting or scenario modeling related to the policy implementation Ongoing revisions after final delivery unless related to a material correction requested within 30 days. Updates required due to business model changes, new transactions, or operational shifts after draft delivery Concludes Upon Delivery of a fully tested policy draft — prepared through an iterative review process and ready for internal sign-off. Though formal sign-off is not required for Phase 1 to conclude. Material corrections (errors or misinterpretations relative to the agreed scope) are included at no additional cost if requested within 30 days of delivery. In the event formal sign-off is delayed or not obtained, my role concludes upon draft delivery. Note: All policies remain management-owned. My role is to support testing, structure, and implementation based on agreed-upon scope; final approval and interpretation remain the responsibility of your internal team and/or auditor. Phase 2: Audit / Board Support & Adjustments Scope & Pricing These projects are designed to extend the structure already in place. They’re only available once you’re on the monthly cycle, where the foundation is stable. At that point, this project is billed at $200 per hour. If something similar is needed during onboarding, it can be built then — but it’s billed hourly as part of implementation, not as a standalone project. Covers support related to formal external sign-off processes, including presentation prep, audit support, and post-meeting revisions directly tied to the Phase 1 policy draft. This is limited support based on the Phase 1 draft — not a full redrafting or re-scoping engagement. All work is performed based on the information and operational structure available at the time of Phase 1 delivery. Policy development is based solely on the information and operational structure provided during drafting. Anticipated or future changes outside of this scope are not incorporated unless explicitly discussed and agreed upon during the time of drafting. What’s Included Presentation preparation and formatting support related to the Phase 1 policy (if needed). Attendance and hands-on assistance during board meetings, audit calls, or external review discussions related to the Phase 1 policy (upon request). Post-meeting revisions tied directly to the Phase 1 policy draft. What’s Not Included Creation of new or materially different policy drafts beyond Phase 1 scope (requires a new engagement). Retroactive adjustment for business model changes, new transactions, or operational shifts not reflected in Phase 1 drafting. Ongoing support after scoped Phase 2 deliverables are completed, unless separately re-engaged. Forecasting or scenario modeling related to the policy implementation. Updates required due to business model changes, new transactions, or operational shifts after draft delivery. Concludes Upon Completion of requested external support services (e.g., board presentation, audit discussions, post-meeting revisions) related to the Phase 1 policy. If 30 consecutive days pass without material activity toward external sign-off after the last support service was provided, support services will conclude unless a re-engagement is agreed upon. I will make reasonable efforts to provide a courtesy reminder as the 30-day mark approaches. Phase 3: Implementation Scope & Pricing These projects are designed to extend the structure already in place. They’re only available once you’re on the monthly cycle, where the foundation is stable. At that point, this project is billed as a fixed add-on at $3,500 per policy. If something similar is needed during onboarding, it can be built then — but it’s billed hourly as part of implementation, not as a standalone project. Covers the application of the Phase 1 policy draft into your systems, including journal entries, reconciliations, and workbook configuration based on available historical data. Support is limited to the finalized Phase 1 policy — no re-scoping or new policy development is included. All work is performed based on the information and operational structure available at the time of Phase 1 delivery. Policy application is based solely on finalized Phase 1 documentation. Changes to business models, systems, or operational structures after Phase 1 may require a new engagement. What’s Included Journal entries and reconciliations tied to the finalized Phase 1 policy (including any adjustments made during Phase 2, if applicable). Workbook buildout or configuration aligned to the Phase 1 documentation (if applicable). Limited to application of up to 24 months of historical adjustments (if needed). Internal walk-through to explain setup and usage, if requested. Support with system tagging, mappings, or basic logic reconfiguration as needed to apply the finalized Phase 1 policy, if required. Including any adjustments made during Phase 2, if applicable What’s Not Included Creation of new or materially different policies (requires a new engagement). Forecasting, projections, or scenario modeling beyond historical application. Retroactive adjustment for business model changes, new transactions, or operational shifts not reflected in the finalized Phase 1 policy. Ongoing maintenance or future updates to reconciliations, journal entries, or workbooks after delivery. Concludes Upon Completion and posting of all scoped journal entries and reconciliations tied to the finalized Phase 1 policy. Including any adjustments made during Phase 2, if applicable. If 30 consecutive days pass without material client-side activity related to this policy (e.g., data sharing, system access, necessary feedback), support services will conclude unless a re-engagement is agreed upon. Note: All policies remain management-owned. My role is to support testing, structure, and implementation based on agreed-upon scope; final approval and interpretation remain the responsibility of your internal team and/or auditor. 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. ——— If that’s what you’re building toward, I’m here. Phone (805) 410-8647 Email Brett@BrettJFedererAccounting.com Connect LinkedIn Learn More

Keep your forecast tied to your historical financials. This add-on uploads closed actuals into your existing file each month. Because your forecast is only as good as the data behind it. This project keeps your forecast aligned with closed books — without editing, reviewing, or managing the forecast itself. I simply upload finalized actuals into your existing file each month, using internal checks to ensure accuracy. The forecast remains fully owned and maintained by your team. This service does not include any forecasting, modeling, or advisory input. Scope & Pricing 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. If a similar cleanup is required during onboarding, it will be addressed then — billed hourly as part of implementation, not as a standalone project. $250/month flat fee Requires an active Financial Clarity Package Includes monthly upload of prior-month actuals into your existing forecast Includes internal checkfigures to confirm upload accuracy For Excel or Google Sheets–based forecasts only Forecast file must be pre-built, functional, and actively maintained by your team If the file becomes unstable or cannot accommodate uploads, the service may be paused or re-scoped as needed If the forecast file requires a specific format or method for uploading, the client is responsible for walking me through it at the start of service Applies to prior-month actuals only. Uploads for historical periods or multiple months will require separate scoping. Sync Historicals Into Your Forecast What’s Typically Covered Uploading finalized actuals into an existing forecast Light formatting cleanup to keep uploads aligned Adding helper rows for tie-outs or total checks (if needed) Flagging data mismatches or formatting breakdowns (client fixes) Creating a checkfigure tab solely for upload accuracy — not for validating forecast logic or assumptions For Excel or Google Sheets–based forecasts only Uploads require an existing, functional forecast structure. I do not recreate, restate, or backfill historical forecast periods. What’s Not Included Forecast Ownership & Edits I don’t assume ownership of your forecast. I don’t build, revise, or backfill forecast files — including prior periods (e.g., 2024). I don’t revise logic, assumptions, or modeling drivers. Forecast Analysis & Strategy I don’t review forecast accuracy, advise on projections, or comment on performance. I don’t offer CFO-level input, board prep, or strategy support. I don’t handle budgeting tools, what-if scenarios, or financial planning. Unfinalized Data I only upload finalized actuals. I don’t work from draft, estimated, or unclosed data. When Forecast Events Don’t Happen If something you forecasted didn’t occur (e.g., a client didn’t launch), I flag it. In rare cases, I may shift a value forward one month to preserve tie-out — but I don’t restate your assumptions. 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. ——— If that’s what you’re building toward, I’m here. Phone (805) 410-8647 Email Brett@BrettJFedererAccounting.com Connect LinkedIn Learn More

Custom import tools and workflows — designed to streamline uploads, ensure accuracy, and prevent downstream cleanup. Bank & Credit Card Import Optimization Built to take the load off — so your team isn’t buried, and your data isn’t late. Most teams don’t think much about how card and bank data enters the system — until the pressure builds. Reports lag, numbers feel harder to trust, and the process that once worked starts to slow everything down. It’s not broken — just not built to scale. And definitely not built for where you're headed. When this part of the workflow is neglected, review time increases, reporting gets fuzzier, and your bookkeeper ends up silently carrying the weight just to keep things moving. What I build depends on your setup, but it typically includes tailored import templates — structured around your existing software, with no added platforms or code. The goal isn’t perfection — it’s a cleaner, more repeatable way to get detail in without slowing everything else down. In one implementation, the manual data entry workload dropped from 10 business days to 4 — just by reworking how the data flowed. It’s not magic. It’s structure. And the real cost? Every extra day spent on manual entry delays decisions, creates review bottlenecks, and compounds risk as your team scales. This isn’t just about now — it’s about building something clean enough to last. Scope & Pricing These projects are designed to extend the structure already in place. They’re only available once you’re on the monthly cycle, where the foundation is stable. At that point, this project is billed as a fixed add-on at $6,000. If something similar is needed during onboarding, it can be built then — but it’s billed hourly as part of implementation, not as a standalone project. Includes tailored import templates and ongoing maintenance. Ongoing template upkeep is integrated through the monthly close. Reminder: The goal isn’t perfection — it’s a cleaner, more repeatable way to bring in detail without slowing everything down. What's Included, What's Not Included What’s Included Custom bank & credit card import templates If you use multiple systems, I’ll help find the cleanest way to bring in all necessary detail from each one Templates built around your existing software No added platforms to pay for, tools, or coding Mapped to your chart of accounts and current workflows Ongoing template maintenance through 4 monthly closes Built-in structure to split grouped charges or organize untagged data Detailed instructions on how to use the templates Support for dry runs or initial testing (as needed) Training of staff to use the templates (if requested) What’s Not Included Manual cleanup of historical entries or backdated reclassifications Import automation via external tools or third-party platforms Deep vendor or memo standardization across large datasets Custom scripting, API connections, or software development Policy creation (e.g., expense logic, accounting treatments — see separate projects) Multi-entity consolidation logic (beyond mapping each entity’s imports separately) Each entity will be billed individually 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. ——— If that’s what you’re building toward, I’m here. Phone (805) 410-8647 Email Brett@BrettJFedererAccounting.com Connect LinkedIn Learn More