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Separately Scoped Add-On
Special Projects & Custom Support
For accounting-related projects that matter, but do not fit neatly inside the standard service menu. Each engagement is scoped separately, so the work stays defined, useful, and controlled from the beginning.
How it works
From request to defined deliverable.
01
Project or request identified
A need comes up that does not fit into an existing service area or add-on. The request is submitted for review.
02
Scope and estimate defined
The project is reviewed and scoped with a defined deliverable, timeline, and pricing structure before work begins.
03
Work completed within scope
The project is completed within the agreed scope. Any material changes to scope are discussed and agreed upon before proceeding.
04
Deliverables provided for review
Final output is delivered for review and confirmation. The project concludes upon delivery of the agreed deliverables.
May Include
Insurance renewal packages, responses, or RFIs
Multi-entity control framework builds
Select state and federal compliance filings
Accounting control documentation
Rebuilding approval logic or paperless workflows
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ERP migration, upgrade, or accounting platform transition support
Custom reporting or internal documentation
Interim Controller support (3-month maximum)
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Workpapers and support schedules for income tax or audit teams
Other controller-level projects scoped on a case-by-case basis
What's Not Included
CFO-level advisory or investor support
Forecasting or scenario modeling
Income tax preparation, advisory, or filings
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Audit, review, or assurance services
Payroll processing
Staff management, training, or supervision
Onsite work
Work covered by another add-on or package
Pricing
Separately scoped per engagement.
Each project is scoped and priced based on complexity, deliverables, and timeline.
Scoping​
Pricing Structure
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Scope Changes​
Availability​​​
Per project​
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Fixed fee or hourly​​​
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Agreed upon before proceeding
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Active monthly clients only
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.