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Engagements

Ways to Work With Us.

Fixed, predictable fees — no surprise hourly bills.

Ongoing Partnership

A fixed monthly fee covering your close, 280E-aligned cost accounting, tax filings and a standing seat for financial questions. This is how most operators work with us.

Fractional CFO

Senior financial leadership scoped to your stage — cash-flow modeling, investor reporting and board support, billed as a fixed monthly retainer.

Project Engagements

Scoped, fixed-fee work for a specific need: audit defense, an M&A readiness sprint, a books cleanup, or a 280E exposure analysis.

How We Quote

Every engagement starts with a free discovery call. We learn your structure and goals, then send a written scope and a fixed price. No hourly meters, no surprises.

Get a written quote.

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