Tell us your scope. We recommend the right engagement model and send a price built for your portfolio.
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We don’t publish a full rate card because two portfolios with the same door count can need very different work. Your proposal reflects your scope — nothing generic.
Which model fits depends mainly on the size of your portfolio. Your proposal confirms the right one — or mix —for you.
SMALLER PORTFOLIO
Start with Per Door / Per Unit — simple pricing that matches your size today. As your portfolio grows, we’ll tell you when a monthly retainer starts working out better for you.
LARGER PORTFOLIO
Go with either a Monthly Retainer for steady ongoing work or Per Engagement for defined projects — we’ll recommend whichever fits your scope.
Best for: getting started with a smaller portfolio
Best for: steady, ongoing monthly work
Best for: one-time or annual work
No obligation at any step. You decide whether to go ahead once you've seen the proposal.
Tell us the services you need, your portfolio size, software and timing. It takes about two minutes.
Pick a time on our calendar right after you submit. We confirm scope and answer your questions.
A written proposal with scope, engagement model and price — within 2 business days of our meeting.
Once you sign off, your senior point of contact leads onboarding into your systems.
Request a proposal →
Because the work varies too much from one portfolio to the next. Entities, transaction volume, software and the condition of the books all change the effort. A custom proposal means you pay for your scope, not an average.
We review your request and discuss your scope in our meeting. Your proposal then recommends the model — or mix of models — that matches your portfolio.
Every service, including tax, is quoted individually after we understand the work involved.
Within 2 business days of our meeting. Submit the form, book a time, and your written proposal follows.
Yes. Every service can be bought on its own or folded into a full monthly engagement. You can start with one function and expand.
It depends on the project. If your engagement needs one, it is shown in your proposal before you agree to anything.
It is custom-quoted once we understand how far behind the books are and what needs fixing.
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