Engagement & Pricing
Built for CPAs & Business Coaches & Consultants
when their client’s numbers aren’t clicking
This isn’t ongoing bookkeeping.
This is targeted clarity work—brought in when a client doesn’t understand their numbers,
conversations stall, or things aren’t adding up.
Most clients don’t lack numbers—they lack understanding.
When to bring me in
- You’ve explained the numbers more than once and it’s not sticking
- Your client keeps asking the same questions
- Their reports don’t match what they think is happening
- Conversations feel repetitive or stalled
- You need the client to understand before moving forward
What this does for you
This isn’t more bookkeeping—it’s what happens when your client finally understands their numbers.
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You stop repeating the same explanations
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Your client understands what they’re looking at
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Your recommendations are easier to follow
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Conversations move forward instead of stalling
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You stay focused on higher-level work
How pricing works
Each situation is different, so work is scoped based on what’s needed—not packaged into one-size-fits-all plans.
Most engagements fall into one of these:
- “Scoped based on situation”
- “Not one-size-fits-all”
WHAT YOU ACTUALLY GET
This is more than bookkeeping — this is how you gain financial clarity:
- ✔ See exactly where your money is going
- ✔ Know if you’re actually profitable (not just busy)
- ✔ Identify what’s working and what’s draining your cash
- ✔ Get clear, simple monthly insights (no confusing reports)
- ✔ Understand what to increase, cut, or fix
- ✔ Make confident, data-backed decisions
Clarity Engagement (Most Common)
For clients who have numbers—but don’t understand them
- Translate financials into clear understanding
- Answer client questions
- Connect the numbers to decisions
💰 Typically: $1,500 – $5,000 (one-time) (depending on complexity)
SCHEDULE TODAY
Ready to understand your numbers and make better financial decisions?
Let’s walk through what’s going on in your business and what to do next.
Review from Brian Wise, CPA, Lanham MD
Here’s how to use this when your client isn’t getting it
- You reach out when a client’s numbers aren’t clicking or conversations are stalled.
- We briefly review the situation to determine what’s needed.
- I step in to create clarity and work directly with the client.
- Once the client understands their numbers, I step out and hand them back to you.
- If additional support is needed, we scope it based on the situation—not a preset package.
👉 You can schedule a quick call anytime to walk through how this works.
