Engagement Models

Start small. Scale with results.

Productized engagements with clear scope and pricing. No six-figure consulting proposals, no open-ended hourly meters.

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Discovery Call

Free

A no-pressure conversation about your close, controls, and reporting, and whether we are the right fit.

  • Your current close timeline
  • Biggest reporting pain points
  • What good looks like for you
  • Honest take on next steps
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Fractional Controller

Monthly retainer

Ongoing senior accounting leadership, scaled to your needs. Typical engagements run 6โ€“12 months.

  • Close ownership & reporting
  • Technical accounting
  • Audit & tax coordination
  • Team mentorship
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Close Management

Monthly retainer

We run your month-end end-to-end while we rebuild it into a 5-day disciplined close.

  • Full close execution
  • Reconciliations & flux analysis
  • Management reporting pack
  • Playbook documentation
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60-Day Transformation

Fixed fee

The flagship program (diagnose, stabilize, transform, sustain): a complete accounting overhaul in 60 days.

  • Full diagnostic included
  • COA & systems redesign
  • Control implementation
  • Team training & handoff
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Transaction Support

Scoped

Buy-side or sell-side accounting support, priced to the deal timeline.

  • QoE preparation
  • Opening balance sheet
  • Purchase accounting
  • Audit readiness
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Interim Leadership

Daily rate

Immediate controller / VP Finance coverage with no ramp-up. We keep the function at full standard.

  • Day-one coverage
  • Team stabilization
  • Permanent-hire support
  • Clean handoff

Every engagement starts with a free discovery call, so we both know exactly what "good" looks like before any invoice exists.

Nolong-term contracts required
Daysto embed, not months
Fixedscope, fixed pricing
100%playbook handoff included
FAQ

Engagement questions

How quickly can you start?
Discovery calls are typically scheduled within a few days. Embedded engagements typically start within one week.
Do you work on-site or remote?
Both. We're based in Dallas, TX and regularly on-site for kickoffs, closes, and board prep, with remote execution in between.
What if we need to pause or stop?
Monthly retainers are cancelable with 30 days' notice. Fixed-fee programs are milestone-based, so you never pay for work not yet delivered.
Who owns the work product?
You do. Every checklist, model, and playbook we build is documented and handed over. That's the point.

Start with a free discovery call.

24 hours, zero cost, zero obligation, and a clear picture of where your close stands.

Book a Discovery Call