Pricing
Three tiers. Fixed pricing per cycle.
Pick the depth of engagement and the cadence that fits how you actually run the business. No hourly billing, no upsells, no contingency.
Reporting
The signed monthly pack — for owners with their own rhythm.
- ✓ Monthly signed board pack
- ✓ Live dashboard access
- ✓ Decision Ledger — accountability across cycles
- ✓ Email Q&A — 2 business day response
Advisory
Add the conversation — most owners want this one.
- ✓ Everything in Reporting
- ✓ Monthly review call (60 minutes) — walk through the pack
- ✓ Quarterly strategic check-in
- ✓ Email Q&A — same business day response
Quarterly Reporting
The conversation, on a quarterly cadence. For owners who want depth without monthly noise.
- ✓ Signed quarterly board pack — same depth as the monthly pack
- ✓ Live dashboard access between cycles
- ✓ Quarterly review call (60 minutes) — the strategic check-in is bundled in
- ✓ Email Q&A — 3 business day response
One-off onboarding fee applies for non-Xero clients (covers the data-mapping setup so future months are touchless). 30 days notice either side, per the engagement letter.
Tier comparison
What's in each tier.
Every tier delivers the same depth of board pack and dashboard. The differences are how often we deliver, how often we talk, how fast we respond, and how monthly clients are prioritised.
| Feature | Reporting | Advisory | Quarterly Reporting |
|---|---|---|---|
| Signed board pack | Monthly | Monthly | Quarterly |
| Live dashboard access | ✓ | ✓ | ✓ |
| Decision Ledger | Month-over-month | Month-over-month | Quarter-over-quarter |
| Engagement Scorecard — value since you started | Quarterly | Quarterly | Quarterly |
| Review call (60 min) | — | Monthly | Quarterly |
| Quarterly strategic check-in | — | ✓ | Bundled into the quarterly call |
| Email Q&A response | 2 BD | Same day | 3 BD |
| Servicing priority | Standard | Top | Below monthly clients |
| Minimum term | Month-to-month | 3 months | 2 quarters |
| Annual prepay discount | — | 10% off (1 month free) | 10% off (1 quarter free) |
How we price
Four principles.
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The price is the price.
Fixed monthly fee. No hourly billing. No upsell tiers that flex on usage.
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Sized to engagement, not the hour.
Which tier you pick reflects how involved you want us to be — not how many emails we exchange.
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30 days notice either side.
Per the engagement letter. We don't lock you in.
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Onboarding fee for non-Xero clients.
A one-off fee to author the data-mapping setup. Every future month then runs touchless from the same export.
Not sure which tier fits?
A 20-minute discovery call. We'll be straight with you on which tier suits the way you actually want to work — or whether something else would serve you better.
Book a discovery call