Engagements & pricing · Peachtree Corners, GA
Here's exactly what I build, what each piece costs, and how long it takes. No mystery retainer, no padded scope — you see the price before I touch a cell.
The work, in detail
$950 flat
Not sure which engagement you need? Start here. I get into your actual accounting and bank data for one session and come back with a short written read: where the cash gets tight, what's quietly leaking, and what I'd fix first.
From $2,400
A rolling 13-week cash-flow forecast you can actually maintain, plus the burn and runway picture your board keeps asking about. Wired to your real bank data, not a tidied-up guess.
From $3,100
A board pack that reads cleanly and a model that updates without breaking — so every meeting starts from the same source of truth instead of three conflicting spreadsheets.
$6,500
Everything an investor pokes at, cleaned and stress-tested before the first diligence email lands — and I'll stay in the calls with you so the hard questions land soft.
From $4,850/mo
Me on your team a few days a month — forecasting, reporting, investor and bank conversations — for founders who want one steady hand on the numbers instead of a new project every quarter.
Stamped on all of it
You approve the deliverable, the timeline and a flat price before I start. Nothing opens until you say go.
We review the finished work together so you own the logic — not just a file you're afraid to edit.
Every model and deck stays yours, built clean enough that your team can carry it forward without me.
Questions after handoff are included — the first fortnight is on me while the work settles into your rhythm.
One decision most founders ask about
| One-off engagement | Monthly retainer | |
|---|---|---|
| Best when | You've got one clear thing to fix — a forecast, a raise, a board pack. | The numbers need a steady hand every month, not a one-time build. |
| Billing | Flat price per scope, invoiced on agreement. | From $4,850/mo, cancel any month with notice. |
| Cadence | Days to a few weeks, then done. | A few days a month, ongoing. |
| You get | One finished deliverable you keep. | Rolling forecast, monthly close review and me on-call. |
| Investor & bank calls | Included in the fundraise package. | Included every month. |
Before you book
Yes. The one-page scope locks the deliverable and the price before I start. If we discover the work is genuinely bigger than we scoped, I stop and we re-agree before anything changes — you never get a surprise invoice.
A numbers check-up is one week. A cash-flow model or first board pack is usually about two weeks from kickoff. A full fundraise package runs three to four weeks, plus live support through your diligence calls.
No. Reconciling and cleaning up the historicals is part of the work — especially in the fundraise package. If your books are a mess, the check-up is the honest place to begin so we both know what we're walking into.
I build in QuickBooks, Xero and NetSuite environments, and I model in Google Sheets or Excel — whichever your team already lives in. The point is a file you can maintain, not one locked inside my software.
That's how most founders do it. We start with the one thing that's on fire, and if it makes sense to keep me on, the retainer bundles these engagements at a steadier monthly cadence. No pressure to commit up front.
Ready when you are
One intro call, no obligation. If a fixed engagement is the right fit, I'll price it on the spot. If it isn't, I'll tell you that too.