Costs

How We Structure Engagements.

Transparently relaying our costs.

We intentionally lead with human-forward nuance and custom scoped work instead of generic transactionalized packages. The kind of business we want to do is about delivering ease and impact, about helping pull a better world here, and about fortifying communities and ecosystems through our collective teams, customers, and missions. 

We’re optimized for depth instead of scale. This means our first conversation is to test for fit in energetics, vision, and budget. This is a trust, respect, and consent based business. We can only move at the speed of trust and we take time to build collaborative scaffolding throughout our diagnostic and onboarding process. 

If this resonates, lets talk.

How we roll:

When the discovery call is a fit for both of us, we enter into a one-way NDA to give your business peace-of-mind that data stays confidential during and after the diagnostic. You’ll grant us access to your business books, point-of-sales systems, and time tracking or internal reporting (as available), so that we can build out the roadmap for what’s good, what needs fixing and why, and where the biggest wins are in our work together. Financials can be more than just a historical artifact for a tax pro once a year; they can be shaped to support more attuned decision making with a future focused lens. 

Quick Sketch on Costs: 

  • Diagnostic

    • $475 per business. The multi-page diagnostic is a tangible document that functions as a report card and red-flag call out on each component of the business financial landscape. It’s a solid tool for itemizing the work that needs to be done, the big-whammies that need more investigation, and the most accessible wins we observed while in there. It contains a firm quote with a detailed scope and is applied as a credit to your first invoice with us. It’s yours to keep, whether you decide to collaborate further or not. 

  • Cleanups and Projects

    • First time QuickBooks set ups (custom Chart of Accounts, orientation training, invoice customization, product listings,) range from $500-$1,500.

    • Budgetarily, you can quick-math your cleanup costs as 1.5× your monthly rate × months behind.  It’s not exact, but will get you close. Cleanups tend to range $950- $3,500 for solo-preneurs and $2,500-$12,000 for more established teams.  Project costs are capped before the project begins. 50% deposit, 50% upon completion. 

  • Flat-monthly fee CORE Bookkeeping 

    • Ranges $350–$900/month; this covers all the cyclical verification work required to ensure that nothing is missing or extra in the business financials and that all monies supposed to make it to the bank actually do. Example workflows usually included in CORE work: Bank & Credit card reconciliations, point of sale reconciliations, payroll reconciliations, cash-handling documentation, tips documentation, loan reconciliations, inventory/cogs adjustments, pre-paid expense accruals, commission gross ups, and more. Billed monthly on the first. 

  • Hourly FLEX Work: 

    • Most clients also use Flex hours to support needs and objectives beyond “just bookkeeping.”  Billed monthly on the first for hours used the prior month and within limits of any pre-established monthly caps. 

      • Ops Flex — $88.50/hour. Building internal infrastructure, system and software setup, access and workflow cleanup, coordinating documents from third parties. 

      • Compliance Flex — $120/hour. Washington and Colorado specific. Sales tax, B&O, and Colorado home-rule jurisdiction filing support; including assistance with responses to department notices. This is filing preparation only, not tax advice — you review and approve every figure before we submit, and we'll help you source a state and local tax specialist when a question needs one.

      • CFO Flex — $167/hour. Forecasting and modeling, client relationship profit analysis, benchmarking and rate recommendations, draft-letter support for communicating with your clients about rate increases, workshopping the terms behind your company agreements for your attorney to draft (for preparation only, not legal advice,) and other advanced proactive future shaping work.

  • "Shannon is a truly remarkable person to have on your team. She is motivating, upbeat, and helped me to achieve success professionally and personally"

    Abrahm, National Director of Sales for retail supplier

  • “Shannon is by far the most organized, detail-oriented, and driven individual I have ever worked with. She has the ability to bring enthusiasm to even the most mundane tasks, making her a joy to be around.”

    Carrie, Owner of a financial services firm

  • "Shannon made setting up the back end for our small urban farm very easy! Anytime I have a question, she sends me a recorded training video with step-by-step instructions to get me the answers I need. Very responsive. Highly recommend!

    Nicolas, Soil Health Consultant

  • "Shannon ran our customer experience department, covered for our operations manager when he was on vacation, and stepped in wherever and whenever she was needed. Customer experience was a key element in our successful service offering which positioned us well when we decided to sell the company. You can count on her to take initiative and manage the details."

    Melissa, Owner of B2B office services company

  • "Book See Financial has given my business the tools and support to focus on my growth and wellness of my real passion as a hairdresser. The visual tools and reports used explain clearly the direction of my salon in a way I comprehend. The freedom of knowing my finances are in capable hands is immeasurable. The personal attention to detail is beyond any other bookkeeping service available. Shannon is one of the major keys to my success. I could not recommend her more."

    Nikki, Salon Owner