JRF Consulting | Build Your Estimate

Step 1

Tell us about your business

These answers drive the pricing. Everything updates live in the estimate panel.

Annual revenue

Revenue, more precisely (optional) Accounting fees scale with revenue. Leave this blank and we use the bottom of your band, which gives you the lowest estimate in the range. If you do enter a figure, it has to sit inside the band you picked.

Accounting basis Not sure? Most operators with inventory or vendor terms are on accrual.

Locations or units

Step 2

Choose your services

Pick one or both. They are staffed differently, so it is worth reading who you actually work with on each. Taking Accounting Services earns a bundled rate on Fractional CFO advisory.

Tell us what your books actually involve

Every answer here moves the estimate a little. There is no menu of prices, because the fee is driven by the work involved rather than by a list of products you tick off.

How often do we meet and close? Every engagement includes a working call with your accountant at this cadence.

Bank accounts Operating, payroll, savings, any account that feeds the books.

Credit cards Include cards held by managers and staff.

People on payroll Leave at zero to keep payroll out of scope. We account for payroll; a dedicated payroll service should run it.

Bills to pay each month Roughly how many vendor invoices arrive in a month.

Customer invoices each month Leave at zero if you sell at the point of sale and do not invoice customers.

States you file sales tax in Zero if you do not want sales tax in scope.

Systems to connect POS, e-commerce, and delivery platforms.

Does your business carry sellable product inventory that needs accounting for, at each location? Food, beverage, or retail goods that flow through cost of goods sold. Not office or cleaning supplies, and not us counting your shelves. This is the accounting side: valuing inventory, reconciling counts you provide, and keeping cost of goods honest per location.

Step 3

Onboarding and getting caught up

Onboarding is part of every engagement we take on, and where the books need catching up, a stabilization sprint comes with it.

That work is priced separately, once we understand your business. It ranges from simply transitioning you off your current provider, all the way to a full cleanup and catch up of up to a year of financial information.

We scope it during discovery rather than guessing at it from a form, so it is deliberately not part of the estimate on this page.

Step 4

Send it to yourself

We will email you this estimate and follow up to talk through it. Your full breakdown travels with the submission, so nothing gets lost.

Do not fill this out if you are human:

Your name

Business name

Phone

Locations or units

Accounting platform QuickBooks Online is our specialty, and we are an Intuit QuickBooks ProAdvisor at Gold tier. On something else? Still worth a conversation.

These are estimates only. A full assessment of your business is necessary to confirm any final fees. Submitting this form does not commit you to anything.

Your Estimate

Nothing selected yet. Choose Accounting, Fractional CFO advisory, or both in Step 2 and your monthly number will build here.

Estimated monthly

Choose a service to begin

Send me this estimate

These are estimates only. A full assessment of your business is necessary to confirm any final fees.

These are estimates only. A full assessment of your business is necessary to confirm any final fees. JRF Consulting LLC, Charlotte, NC. jeff.fearn@jrfconsulting.com, 704-497-3455.