PRICING
Every company is different, but pricing shouldn’t be a mystery. Calibrate uses fixed monthly retainers for recurring work and fixed fees for defined projects. Final scope and pricing reflect the responsibility, complexity, and support your finance function actually needs.
RECURRING ENGAGEMENTS
ANALYZE & EXPLAIN
Monthly Financial Analysis
An experienced second set of eyes on substantially closed, client-prepared books — focused on what changed, what deserves attention, and what should happen next.
Financial statement and trial balance analysis · Material variance and trend review · Selected reconciliation and manual journal entry review · Monthly Financial Analysis brief · Monthly financial discussion.
What you get
• Monthly analysis of financial performance and meaningful changes
• Trends, variances, and unusual items identified and explained
• Clear discussion of what the numbers may mean for the business
• Questions and issues surfaced before they become surprises
PREPARE & IMPROVE
Controller Support
Hands-on support for companies that need more structure around the monthly close, selected accounting work, cash visibility, and the processes behind the numbers.
Everything in Monthly Financial Analysis · Selected reconciliation, workpaper, and journal entry preparation · Close calendar and coordination · Practical process and handoff improvements · 13-week cash forecast updated biweekly
What you get
• A more reliable and repeatable monthly close
• Reconciliations, schedules, and financial reporting that hold together
• Accounting issues identified and corrected
• Processes improved so less work depends on memory and heroics
REPORT & ADVISE
Finance Partner
A stronger management-information layer for leadership that needs more than accurate books — including reporting, interpretation, cash visibility, and decision support.
Everything in Controller Support · Management reporting package · Focused KPI reporting · Written monthly management commentary · Weekly 13-week cash forecast · Recurring financial and decision-support analysis
What you get
• Financial reporting translated into useful business information
• Cash forecasting, budgeting, and forward-looking analysis
• Decision support around margins, spending, growth, and operating changes
• A finance partner who knows the numbers well enough to challenge them
LEAD
Embedded Finance Leadership
Outsourced CFO or Controller leadership for companies that need senior finance experience inside the operating rhythm of the business.
Defined finance leadership responsibilities · Close, reporting, forecasting, and planning leadership as scoped · Finance-team guidance and prioritization · Treasury, lender, board, auditor, and executive support as scoped · Reserved senior-level capacity
What you get
• Senior finance leadership embedded in the business
• Ownership and coordination of close, reporting, forecasting, and finance priorities
• Leadership across internal staff and outside accountants, lenders, auditors, or advisors
• Financial infrastructure built for where the company is going, not only where it has been
Custom monthly retainer
Scoped around responsibility, complexity, cadence, and reserved capacity.
Recurring engagements can be tailored for selected needs without turning the relationship into a menu of tasks.
Additional entity — starting at $500/month
Additional reporting views, expanded meeting cadence, and other defined recurring needs can also be scoped where appropriate. Consolidation and intercompany accounting are always separately scoped.
FIXED-FEE PROJECTS
Revenue Recognition / ASC 606
Lease Accounting / ASC 842
Business Combinations / ASC 805
Technical Accounting Memoranda
Debt, Equity & Complex Accounting Matters
Financial Reporting & Disclosure Support
Audit Readiness
Accounting Cleanup & Remediation
GETTING STARTED
Start with a clear baseline.
Calibrate Accounting & Advisory
Useful. Human. Clear.