Scoped on complexity, not revenue.
Fit is determined by how the entity is built, not by what it earns. A single company running thousands of transactions a month may belong in house. A holding structure closing a dozen deals a year is comfortably within scope.
AI & Deep Tech
Section 174 capitalization, burn and runway visibility, and compute costs tracked as the primary line they have become.
SaaS & Subscription
Deferred revenue, recognition schedules, and recurring billing that a cash basis close cannot represent accurately.
Consulting
Work in process, engagement level profitability, and partner compensation tracked separately from payroll.
Professional Services
Retainer and milestone billing, client fund separation, and margin by client and service line.
Investment Groups & Family Offices
Multi-entity consolidation, partner capital accounts, capital calls, and land holdings under one engagement.
What actually drives the work.
Four things determine where an engagement lands.
Entity count, transaction volume, the number of accounts requiring reconciliation, and the reporting your board, partners, or trustees require. Two companies of identical size routinely scope differently on these four alone.
Where a parent entity is a client, connected entities under common ownership are priced as additions rather than as separate engagements. A structure with six entities beneath it does not pay six minimums.
Not certain where you fall?
A 30 minute engagement review covering your structure, where the books stand today, and what your advisors require from them.
Request an Engagement Review