Pricing
No hourly billing, no surprise invoices. You start with a fixed-fee diagnostic. If it makes sense to continue, the retainer is flat and predictable. The range reflects the complexity of the business, and a free discovery conversation determines where you fall.
$1,500–$2,500 one time
A fixed-fee look inside your numbers
One-time, fixed fee. No obligation to continue. The natural entry point for every engagement.
$1,500–$2,000 /month
A controller on your file, every month
For owner-operated businesses doing $1M to $10M. The Canadian market for fractional financial leadership runs $3,000 to $15,000 per month at the CFO level. This sits well below that ceiling.
The honest math
The pitch is not "I will do your books." It is that most owner-operated businesses in this range are leaving money on the table because the picture underneath the revenue is murky.
A business doing $3M with unclear margins that improves its net margin by even two percent puts $60,000 a year in the owner's pocket. The annual fee is roughly $20,000. The diagnostic that finds it is a few thousand dollars, paid once. When the upside is framed that way, the math is not close.
This is also not what commodity bookkeeping costs, because it is not commodity bookkeeping. You are paying for a CPA with fifteen years of controller and director-level experience to sit inside your numbers and keep finding the gap between what you earn and what you keep. That is the role a $50M company pays a full-time controller six figures to fill. Here it is fractional, and it is the experienced person doing the work, not a junior you never meet.
How this works
An ongoing controller engagement is a partnership, not a drop-off service. The value depends on good information flowing both ways, consistently. That requires both of us to show up.
Access to the numbers as they happen, and the context behind them. Documents and statements shared promptly, so the forecast reflects reality rather than last quarter.
A handful of questions each month, answered within a few days. Changes to the business told to me when they happen, not discovered after the fact.
Reports that arrive when promised, a cash view that is current, and a flag raised early when something in the numbers deserves your attention, while there is still time to act on it.
The owners who get the most from this are the ones who engage with it: who read the dashboard, ask the follow-up question, and let the numbers change a decision. That is the only kind of engagement worth either of our time.
This is the foundation of the relationship, not fine print. Serious business owners tend to respect it, because it is the same standard they hold their own customers to.
Experience Counts
One free conversation, then a fixed-fee diagnostic if it makes sense. You will get a plain answer about fit and price.
