Prices listed, because you shouldn't need a sales call to learn what something costs. Where there's a range, the number of systems your data lives in is what moves it, and you get the exact figure in writing before any work starts.
For the owner who suspects the numbers could say more but doesn't know where to start. I audit what your systems actually capture, tell you what's usable and what's missing, and hand you the 3–5 highest-value questions your data can answer today — with what each answer would likely be worth.
If your data can't support deeper work yet, this is where you find out for lunch money instead of a five-figure mistake.
Plenty of owners stop here. The findings are yours to act on, hand to your bookkeeper, or take to anyone else. If you do continue, we pick the single highest-value question and answer that one properly rather than trying to boil the ocean.
One business question, answered properly: which jobs make money, why customers leave, where labor cost goes, what to charge. You get a written report — a one-page summary, then 3–5 findings, each with a recommended action, its dollar impact, and how to measure whether it worked.
Plus the cleaned data and a 60-minute walkthrough where you push back and we adjust in the room.
Automated reporting you own: your POS or field-service data flowing into a dashboard or report that refreshes itself, built on free or low-cost tools (Google Looker Studio, BigQuery's free tier).
Designed so you don't need me afterward — handover includes plain-English maintenance instructions. Ongoing support exists only if you choose it, priced separately.
It's priced against what it finds. The sample engagement identified 16x its fee. And the $1,500 Health Check exists precisely so you can test the value before committing to more — if your data can't support the bigger questions, I'll tell you at the Health Check stage.
For scale: a fractional CFO, the usual alternative when an owner wants senior help with their numbers, runs roughly $4,000–8,000 per month for a business your size, and most start with a $5,000–10,000 assessment before the retainer begins. A complete engagement here costs less than one month of that, and ends with deliverables you keep.
Your bookkeeper records what happened — and a good one is worth gold. I tell you what to do about it. Different job. I work best from clean books, so keep them.
You're probably partly right. For $1,500 I'll prove it and put a dollar figure on it, so you act with confidence instead of a hunch — and catch the part of the story the gut usually misses.
Read-only exports, never your passwords. Stored encrypted on my equipment only, shared with no one, and deleted or archived at your written instruction when we close. I hold CompTIA Security+ certification and it's all committed in the contract.
That's what the fit call is for — thirty minutes, free, and honest either way.
Book a free 30-minute fit call