The fee schedule · effective 01 Jan 2026

Fees you can compute, not discover.

Fixed monthly engagements, published ranges, and no hourly billing anywhere in the practice. The number the estimator prints is the number we quote.

0hourly invoices, ever
The fee schedule

Three engagements. Fixed monthly. No hourly billing.

Ranges, not riddles — where you land inside a range depends on the drivers below, and the estimator computes it exactly.

The Ledger

$450–700 /mo

For owner-led businesses that need clean monthly books.

The base engagement
Most engaged

The Filing

$700–1,100 /mo

Books plus year-round tax — the most engaged choice.

Everything in The Ledger, plus

The Counsel

$2,400–3,600 /mo

Everything, plus a fractional CFO at the table.

Everything in The Filing, plus
Included
The Ledger
The Filing
The Counsel
Monthly bookkeeping
Close by the 10th
Management statements
Tax preparation & filing
Quarterly estimates
Payroll
+$150
+$150
13-week cash forecast
Board packs & partner session
What moves the fee

Adjust a driver. Watch it post.

Every fee is the base plus visible adjustments — the same lines we'd write in your engagement letter. Try them.

Additional entity+$150 each · up to 20
Additional state filing+$90 each · up to 40
Inventory & accrual accounting+$200 each · up to 10
Employees on payroll, per five+$60 each · up to 60

Adjustments

Posted live
Base engagement — The Ledger$450
Adjusted monthly fee$450

The estimator below computes your exact figure from the same table.

Instrument № 2 · Fee estimator

Price the engagement yourself.

Choose the work, size the business, and read the fee off the letter — the same arithmetic we use in a proposal.

Services
Annual revenue
Billing

Engagement estimate

Prepared live
Monthly bookkeeping$450
Tax preparation & filing$250
Monthly fee$700

$8,400 / year

Indicative fee — confirmed after a scoping call.

Fee schedule — notes

The awkward questions, answered.

Note 1 — The guarantee

If a month doesn't reconcile, that month is free. It has been in every engagement letter since 2011 — claimed twice, honoured twice.

Q.01

When does the fee change?

+

At revenue-band boundaries, re-scoped in writing — never silently mid-quarter.

Q.02

Is onboarding extra?

+

Cleanup and catch-up is a one-time engagement, quoted with the estimator.

Q.03

Can we leave?

+

Thirty days' notice, any month. The books leave with you, reconciled.

Q.04

Is the reconcile-or-free guarantee real?

+

It's in the engagement letter. Claimed twice since 2011; honoured twice.

Ready for books that balance?

A thirty-minute call: you talk, we listen, and you leave with a straight answer about scope and fee — whether or not it's us.

Balanced books, kept here

Accounting & fractional CFO for owner-led businesses.

hello@summa.co
+1 (415) 555-0132
228 Ledger Row, Suite 4 · San Francisco, CA
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