Quote sheet
Volume, then complexity, then the named floor.
Volume, then complexity, then the named floor. Tax-season surcharge hits project work inside a wall — not the monthly retainer.
Fieldstone Advisory
Montgomery County, Texas · Fieldstone Advisory · Montgomery County
AI drafts. Human review. Then send. We are not a CPA firm. We are not a law firm. Circular 230 did not get an AI exception.
This file
Transition, then Friday Close
300 transactions / month · Established service · 8 months dark · 4 accounts · 1 entity · ap · payroll 6-20
Inventory / job costing
$1,500 / mo
On calendar (29+ days) · no rush on the retainer. Project now $6,500.
Named floor $1,500. Industry math $1,300. Mill floor $600 — we do not match it. Start $1,000.
Catch-up at 2–3× live monthly (ceiling): $24,000–$36,000. Founding Friday Close $6,500 is the wrap.
ProAxis published: $6,400–$9,200 at $800–$1,150 / month of backlog. That is the comparable market, not 2–3×.
Bands
Transaction volume
| Txns | Fee | Hours | Profile |
|---|---|---|---|
| 0–49 | $150–$250 | 2–4 | Solo / pre-revenue |
| 50–100 | $250–$400 | 3–5 | Freelancer, SMLLC |
| 100–250 | $400–$650 | 5–8 | Small service |
| 250–500 | $600–$1,000 | 8–12 | Established service |
| 500–1000 | $1,000–$1,800 | 12–18 | Restaurant, growing ecommerce |
| 1000–2500 | $1,800–$3,000 | 18–30 | High-volume retail |
| 2500+ | $3,000–$5,000 | 30–45 | Multi-channel / multi-entity |
Rules
- Base the year, not a quiet month. Season buffer is 18% — already in the retainer.
- Job costing, accrual, entities, marketplace, S-Corp — these move the tier. Payroll is a dollar add.
- Catch-up for a year behind is 2–3× monthly × months. The $6,500 is founding wrap, and only on calendar.
- Inside 30 days: +20% on the project. Inside 14: +40% and the wrap is off. Inside 7: decline.
- Target $85 / hr, 40–70% gross margin. Invoice after the call. No card.