Engagements

Clear, flat engagements. Built for long-term partnership.

You'll know exactly what you're paying before any work begins — and the fee won't change because you sent an email in July.

Foundation

$1,250/ month

For early-stage businesses ready to operate cleanly.

Founders and early-stage operators who need clean cloud accounting, organized reporting, and an experienced voice from day one.

Included

  • Cloud accounting stack setup
  • Monthly bookkeeping & close
  • Monthly financial statements
  • Cash flow snapshot
  • 1099 preparation & filing
  • Email access to your advisor

Not included

  • Quarterly advisory calls
  • Custom KPI dashboards
  • Multi-entity reporting
Most engaged

Operations

$2,950/ month

For growing businesses ready for proactive financial operations.

Operators and leadership teams who want monthly close, management reporting, and a true advisory cadence built into the operating rhythm.

Included

  • Everything in Foundation
  • Management reporting package
  • KPI dashboard & narrative
  • Quarterly business review meetings
  • Cash flow forecasting
  • Budget vs. actual reporting
  • Payroll oversight & coordination
  • Direct advisor access

Not included

  • Multi-entity consolidation
  • Board-ready financial packages

Strategic Advisory

From $5,500/ month

For organizations that want it all handled, strategically.

Multi-entity or scaling organizations who want a true outsourced finance function — fractional controller-level oversight included.

Included

  • Everything in Operations
  • Multi-entity bookkeeping & consolidation
  • Monthly advisory & strategy calls
  • Custom KPI & executive dashboards
  • Annual budgeting & rolling forecasts
  • Board & investor reporting
  • Fractional controller oversight
  • Priority response & turnaround

Final fees are confirmed in writing after a short discovery call. Pricing reflects a typical engagement; complex situations (multi-state, prior-year cleanup, multiple entities) are scoped individually.

How engagements work

You're paying for operational clarity, not a stopwatch.

Hourly billing rewards slow work and quietly punishes you for asking questions. Flat monthly engagements do the opposite.

Flat fees, quoted up front

Before any work begins, you get a written monthly engagement fee. No hourly meters, no surprise invoices — if a 30-minute call helps you make a better decision, that's the entire point.

Priced on outcomes, not hours

What matters isn't how long the work takes. It's that your operations are organized, your reporting is reliable, and you have a strategic partner on call. The fee reflects the outcome.

Predictable, year after year

Pricing only changes when your business meaningfully changes — a new entity, a new revenue tier, a major shift in complexity. Otherwise, what you pay this year is what you pay next year.

One firm, one engagement

Cloud accounting, reporting, advisory, and operational oversight bundled into a single engagement. No piecing things together across providers, no separate bills.

Common questions

A few things people usually ask.

What if my business changes mid-engagement?+
If something meaningful changes — you add an entity, cross a new revenue tier, or take on significant complexity — we re-scope the engagement before doing the additional work. Small questions and check-ins are always included.
Do you charge for phone calls and emails?+
No. The flat engagement fee covers all the regular back-and-forth. The whole point of an operational partnership is that you don't hesitate to reach out before making a decision.
Do I have to be in Orange County to work with you?+
Not at all. We're based in Irvine and serve growing businesses across Southern California and nationwide through our cloud accounting stack. The experience feels exactly the same whether you're across town or across the country.
What about prior-period cleanup or system migrations?+
Scoped separately, but quoted up front. If a discovery review surfaces meaningful cleanup or a migration from a legacy system, we'll outline the work and fee before anything begins.
When are fees billed?+
Monthly via ACH on a recurring schedule. No surprise invoices, no piecemeal billing — just a predictable monthly engagement.
Is there a minimum engagement?+
JHD engagements are built around long-term partnerships. We're not the right fit for one-off compliance work — but there's no multi-year contract either. We earn the relationship every month.
Next step

Modern businesses deserve proactive financial leadership.

A short conversation, a quick look at where your operations stand, and a clear monthly engagement — in writing. No pressure.