Pricing & engagement

Flat monthly fees. No hourly surprises.

Every engagement is scoped to your business and priced as a fixed monthly fee agreed in advance. The figures below are sample starting points — request a proposal for yours.

Sample pricing for this demo. Replace with your own figures or remove the numbers and keep the structure.

Engagement models

Bookkeeping & close

Reconciled books and monthly statements on a fixed rhythm.

Starting from

$1,250

/ month

Best for: Companies from $500k to $10M in revenue

Weekly categorisation

All accounts reconciled monthly

AP/AR tracking and ageing

Monthly statements and summary

Year-end package for your preparer

Close by the tenth business day

Bookkeeping & close

Reconciled books and monthly statements on a fixed rhythm.

Starting from

$1,250

/ month

Best for: Companies from $500k to $10M in revenue

Weekly categorisation

All accounts reconciled monthly

AP/AR tracking and ageing

Monthly statements and summary

Year-end package for your preparer

Close by the tenth business day

Most common

Controller

A senior accountant who owns the close, the controls and the reporting pack.

Starting from

$2,900

/ month

Best for: Companies from $3M to $30M in revenue

Everything in Bookkeeping & close

Close calendar and controls documentation

Monthly management pack with commentary

Budget and quarterly reforecast

Cash management and approvals

Audit and lender support

Most common

Controller

A senior accountant who owns the close, the controls and the reporting pack.

Starting from

$2,900

/ month

Best for: Companies from $3M to $30M in revenue

Everything in Bookkeeping & close

Close calendar and controls documentation

Monthly management pack with commentary

Budget and quarterly reforecast

Cash management and approvals

Audit and lender support

Fractional CFO

Forward-looking finance leadership for the decisions that matter.

Starting from

$4,500

/ month

Best for: Companies from $2M to $50M, funded or founder-owned

13-week cash forecast, weekly

Driver-based financial model

Board and investor reporting

Fundraising and lender support

Monthly CFO meeting

Pricing, hiring and scenario analysis

Fractional CFO

Forward-looking finance leadership for the decisions that matter.

Starting from

$4,500

/ month

Best for: Companies from $2M to $50M, funded or founder-owned

13-week cash forecast, weekly

Driver-based financial model

Board and investor reporting

Fundraising and lender support

Monthly CFO meeting

Pricing, hiring and scenario analysis

One-off projects

Fixed-fee projects, quoted before we start.

Catch-up & clean-up

from $2,500

Bring the books current and reconcile every account. Scoped by months, accounts and volume.

Fundraise readiness

quoted

Model, metric definitions, data room and investor Q&A preparation. Typically four to eight weeks.

Systems migration

from $1,800

Move to a new accounting platform with a clean chart of accounts and restated opening balances.

Finance function review

from $1,200

A two-week review of how your numbers are produced, with a written findings memo and recommendations.

What affects the fee

We show you the drivers, so a change in scope is never a surprise.

Transaction volume

The number of bank, card and processor transactions we process each month.

Accounts and entities

Each account is reconciled monthly; each entity has its own books and intercompany balances.

Payroll and people

Headcount, benefits and the complexity of your payroll journals.

Tax jurisdictions

The number of sales-tax, GST or VAT registrations we track.

Reporting requirements

A board, investors or a lender add deliverables and cadence.

Forward-looking work

Forecasting, modelling and CFO time are scoped by cadence and milestones.

In-house or fractional?

What a finance function costs, either way.

Illustrative comparison. Replace the figures with your market’s salary and fee benchmarks.

In-house hire

Folistead Advisory

Senior accountant / controller

In-house hire

In-house hire

Full-time salary, benefits, recruiting

Folistead Advisory

Fractional, from a flat monthly fee

CFO

In-house hire

In-house hire

Executive salary and equity

Folistead Advisory

Two to four days a month, no equity

Cover for holidays and turnover

In-house hire

In-house hire

Your problem

Folistead Advisory

Built into the team

Time to start

In-house hire

In-house hire

Three to six months

Folistead Advisory

Two to four weeks

Commitment

In-house hire

In-house hire

Employment

Folistead Advisory

Month to month after an initial period

Not sure which fits?

Answer three questions.

A quick, honest recommendation. The discovery call confirms it.

How would you describe your books today?
What is the question you most want answered?
Anything on the horizon?

Answer all three questions to see a recommendation.

Pricing FAQ

Commitment, changes and what is included.

They are sample starting points for this demo. Every proposal is scoped to your business, and the fee is fixed before work starts.

Onboarding is quoted separately as a one-off, based on the state of your books and systems. Many clients pay nothing beyond a clean-up if one is needed.

Yes. Scope is reviewed each quarter, and you can add or remove services with thirty days' notice.

No. Questions within the scope of your engagement are included; a large project outside it is quoted separately, in advance.

Next step

Get a proposal for your business.

Tell us about your company and we will send a written proposal — scope, deliverables and a fixed fee — within two business days.

Next step

Get a proposal for your business.

Tell us about your company and we will send a written proposal — scope, deliverables and a fixed fee — within two business days.

Next step

Get a proposal for your business.

Tell us about your company and we will send a written proposal — scope, deliverables and a fixed fee — within two business days.