How do I know what I am agreeing to?

You approve the number and the scope in writing before anything starts. No hourly surprises, and no invoice you did not expect.

What is included, and what is not?

It is written down, including the systems, entities and complexity covered. Tax returns and audits stay with your CPA.

Will I work with the same people each month?

Yes. A named team who know the business, not a queue and not a rotation.

What are the billing and engagement terms?

Set out in the proposal, alongside one-time work, ongoing work, and any optional additions.

How accurate is the estimate?

The range you see covers most engagements at your size and complexity. The final price comes after the diagnostic call when we have full context: your transaction volume, entity structure, current state of the books, and any specific complexity. We agree the price upfront before any work starts. No hourly billing, no surprises.

Pricing | Finsightic

Q: Can I start with one service and add more?

Yes. Some start with the CFO seat and hand us the accounting later; others start with accounting and add controller, CFO, or operational support as the business grows. Because it is the same team throughout, there is no handoff, just more depth.

Q: What if my books need cleanup first?

We scope the cleanup as a separate one-time project before the ongoing engagement begins. Once the books are clean, we transition into the monthly retainer. The cleanup price is agreed upfront.

Q: Do you work with companies outside the U.S.?

Our primary market is U.S.-based companies operating under U.S. GAAP. We work with international teams as long as the entity is U.S.-based and the accounting is in U.S. dollars.

Q: Is there a separate onboarding charge?

No. Onboarding is covered in the first month's engagement fee. We connect to your systems, review your chart of accounts, and establish the close process, all inside that first month's fee.

Q: What if my needs change and I want to adjust my scope?

We revisit scope whenever your business changes significantly. Adjustments are agreed upfront and take effect the following month.

What determines price

No black box. These are the same five the estimator works from, and the same five we walk through when we scope the real number.

Responsibilities

What Finsightic owns, what stays with your team, and where review or coordination is required. Keeping your bookkeeper lowers the number.

Volume

Transactions in the books, bills through AP, invoices out. The largest single input, and the easiest to count.

Complexity

More than one entity, more than one state, revenue that has to be recognised over time rather than when it lands.

Deliverables and cadence

Statements monthly is one thing. Board packs, investor reporting and a maintained forecast are another.

Starting condition

Whether the books, systems, documentation, and processes are current and dependable. Rebuilding a backlog is priced once, separately.

Estimate your engagement

Pick your service and inputs to see a price range. We'll turn the result into a proposal scoped to your business.

Finance

Operations

What is your average monthly operating spend?

Multi-entity structure Multiple legal entities or subsidiaries Multi-state activity Operations or filings in multiple states

Typical range

Your range will appear here

Pick at least one service and a revenue bracket above. You'll see a price range tailored to your selections, then continue to the questionnaire for a full proposal.

A few quick questions to tailor your proposal

All optional, the more you share, the sharper our recommendation.

A few words on what you're working toward. Optional, but it shapes the recommendation.

What does success look like in 6 months?

What's prompting you to look into this now?

Quick context so we know what we'd be inheriting.

Industry

Current state of your books

What software are you running? (pick all that apply)

When are you looking to start?

Anything specific going on? (optional, multi-select)

Where should we send your tailored proposal? We reply quickly.

Your name

Work email

Company

Phone (optional)

How did you hear about us? (optional)

By submitting, you agree to be contacted about Finsightic services. We never share your information.

Prefer to skip the questions? hello@finsightic.com · 929-251-6788

Pricing questions, answered

No fine print. If yours is not here, ask and we will be specific.

Still not sure where you land?

Tell us what the business is dealing with and we will come back with a starting point.

Book a 30-minute call

Can I start with one service and add more?

What if my books need cleanup first?

Do you work with companies outside the U.S.?

Is there a separate onboarding charge?

What if my needs change and I want to adjust my scope?

Three steps to a tailored proposal

No commitment, no sales pressure. Just a clear scope and a price you know before we start.

Take the diagnostic

A 2-minute conversation about your situation, goals, and current setup. Or call us if you'd rather talk it through.

Tailored proposal

We review your answers and send a multi-service recommendation with reasoning, scoped to your business. Usually within a business day or two.

Scope call & kickoff

A short call to walk through the proposal, finalize scope, and answer questions. Fixed monthly price confirmed before we start.

Pricing built around the work your business needs.