Services & Pricing — One Mode Consulting

Financial clarity.
Strategic partnership.

Fractional CFO and accounting services. We bring the financial infrastructure, reporting, and strategic insight your business needs, without the cost of a full-time CFO.

Book a complimentary 30-min call

How we work together

1
Initial consultation
30-minute call to assess fit
Complimentary
2
Discovery & assessment
In-depth QBO audit and findings report
Starting at $1,500
3
Custom proposal
Scoped engagement with defined fees
Included with discovery
Monthly Accounting
Starting at $1,500 / month

Required foundation for all clients. Advisory services are layered on top.

Accounting & reconciliation
Record and categorize all transactions
Bank account reconciliation
Credit card reconciliation
Loan and line of credit reconciliation
Financial statements
Monthly P&L statement
Monthly Balance Sheet
Monthly Statement of Cash Flows
Year-to-date comparative reports
Month-end close
Journal entries: depreciation, accruals, prepaids
Fixed asset tracking and depreciation schedule
AP and AR aging review
Payroll journal entry posting
QBO & communication
Chart of accounts maintenance
QBO health check and clean-up
Monthly financial package delivery
Email support
Billed separately
Payroll processing Quarterly sales tax filings 1099 preparation Catch-up bookkeeping Payroll setup

Setup fee starting at $2,500. Final fee determined after Discovery based on complexity and entity count.

Advisory Services

Add-on to monthly accounting. Both tiers include QBO integration, three-way financial statementsand actuals vs. budget reporting.

CFO Essentials
For clients who need structure, visibility, and a financial roadmap.
From $3,000 / month
Budget & planning
Annual budget preparation
3 planning sessions (draft + 2 revisions)
Driver-based model: revenue, headcount, expenses
Three-way financial statements: P&L, BS, Cash Flow
Monthly reporting
Actuals vs. budget variance report
P&L and Balance Sheet dashboard
Rolling 12-month cash flow projection
KPI dashboard (flexible)
Delivered by the 15th of each month
Scenario modeling & communication
Up to 2 scenarios per year
60-minute monthly check-in call
Email support
Most comprehensive
CFO Partner
For clients with complexity, growth plans, or investor and lender needs.
From $5,000 / month
Everything in CFO Essentials, plus:
Reforecasts
2 reforecasts / year (mid-year and Q3)
2 versions each (draft + 1 revision)
Updated three-way statements with each reforecast
Department and location level reporting
Advanced reporting & FP&A
Full FP&A monthly package
Custom operational metrics
Workforce planning and headcount modeling
Investor and lender-ready reporting packages
Strategic support
Monthly 1-hour strategy call
Quarterly deep-dive session (90 min)
Priority email support
Not included in either advisory tier, billed separately
Additional budget revisions
Board or investor presentation prep
Additional reforecasts (CFO Partner)
Due diligence support
Additional scenarios beyond allotment
Additional entities
One-time setup fees
Engagement Starting at
Accounting only$2,500
Accounting + CFO Essentials$5,000
Accounting + CFO Partner$7,500

Final setup fee determined after Discovery based on books condition, cleanup required, entity complexity, and number of departments.

Ready to bring clarity
to your numbers?

Start with a complimentary 30-minute call. No obligation, no analysis. Just a conversation about fit.

Book your free consultation

kk@onemodeconsulting.com  ·  onemodeconsulting.com