Services
Whether you’re still asking whether to change systems, fixing the processes around the one you have, in the middle of a conversion, or looking for steady oversight afterward, there’s an entry point for you.
The services build on each other, but you don’t have to start at the beginning. Most engagements end up being a blend, scoped to what you actually need.
A clear answer on whether to convert, and to what.
Best for: Organizations weighing a system change but not yet ready to commit to full implementation
$2,500–$6,500 fixed fee based on complexity & size*
Fixing the workflows that feed accounting, so the close gets faster and the numbers more reliable.
Best for: Organizations needing to improve a slow close cycle or poor information flow into accounting
$4,000–$7,500 fixed fee for assessment*
Design, build, data migration, training, and go-live support.
Best for: Organizations ready to move forward with a full system conversion
$15,000–$50,000 fixed fee, scaled based on complexity & size*
Ongoing financial leadership without a full-time hire.
Best for: Organizations that have completed an implementation and want continued oversight
$2,500–$5,000 monthly retainer, scaled for time and scope*
*Services and estimates are meant to provide a realistic sense of investment before we connect. Most engagements end up being a blend of services, scoped to what you actually need with both fixed fee or hourly options available.
Accounting system changes are usually treated as technical projects. They’re really about people. So every engagement, whatever its size, is built the same way.
You’ll always know what’s happening and why, whether you’re an accountant, an IT lead or a board treasurer.
I work with the staff who use the system every day, so the change makes sense to them and lasts.
Every engagement begins with a free discovery call, followed by a firm written quote. Fixed fee or hourly.
Knowledge is only worth having if you can pass it on. Your team should be stronger when I’m done.
Tell me what’s going on with your systems, your close or your reporting. The discovery call is free: we’ll talk it through, and if it’s a fit, you’ll get a firm written quote, fixed fee or hourly.
