YOUR FIRST 60 DAYS WITH SPM.
SPM onboards a new client in 60 days. Your books are migrated back to the start of your last taxable year, or through the last day of the year if your tax year ends within three months. Cost codes, the chart of accounts and the WIP template are built in month one, and job variance is readable in week two of live job costing. After that the owner's time is about five hours a month: one meeting and approvals. SPM is not a CPA firm and does no payroll.
Owners who have hired help before are not afraid of the fee. They are afraid of the first two months, when the old system is half shut down, nothing new is working and they are doing both. The 60 days are built so that does not happen: the structure gets built while the books keep running, and the switch happens once it can be read.
WHAT IT MEANS.
The first 60 days with SPM are the onboarding: books migrated back to the start of your last taxable year, cost codes, chart of accounts and WIP schedule built to match how you estimate, and a monthly rhythm running that takes about five hours of your time.
The question underneath every onboarding is whether the owner will have less work at the end of it. The honest answer is that you have a few weeks of giving access and answering questions, and then about five hours a month.
For an owner who has been through a fractional CFO that did not work, the difference is the order. Structure first, then the reports. A CFO working on books nobody structured to the job produces advice nobody trusts.
THREE FEARS BEFORE THE FIRST CALL.
Will I have less work, or more?
Less. The engagement is built so your time is one monthly meeting and approvals, about five hours. Coding, reconciling, billing and the close move to SPM.
Will this be another failed experiment?
The ones that fail usually start with reports on top of unstructured books. SPM starts with cost codes matched to your estimate and a close by the 10th, so the first report you see can be trusted.
Will the switch make a mess of my books?
The migration runs back to the start of your last taxable year, so the year you are in is complete and comparable. If your tax year ends within three months, the migration runs through the last day of that year and the new structure starts clean, so you do not pay to rebuild a year that is about to close.
THE 60 DAYS, IN ORDER.
Cost codes, the chart of accounts migration and the WIP schedule template are built to match how you estimate. The books are migrated to the start of your last taxable year, and ControlQore is set up and managed for you.
Once costs are coded to the structure, each job can be compared with what it was bid at. This is usually the first time an owner sees which jobs are earning what.
Weekly coding is current, books close and bank accounts reconcile by the 10th, the WIP schedule is running and the monthly meeting ends in written decisions, each with an owner and a date.
One meeting and approvals. Owners who want to be in the software every day can be, and nothing depends on it.
THE OUTPUTS, NAMED.
FLAT MONTHLY FEE. NO SURPRISES.
Three tiers, priced by your trailing twelve month revenue. Which one you're in depends on how much of the work you want off your desk. No hourly billing. No payroll. No add-ons.
| Last 12 months revenue | Monthly fee |
|---|---|
| Up to $1M | $1,900 to $2,900 |
| $1M to $3.5M | $2,600 to $3,900 |
| $3.5M to $6.5M | $3,800 to $5,700 |
| $6.5M to $9.5M | $5,100 to $7,100 |
| $9.5M to $12.5M | $6,100 to $8,500 |
| $12.5M to $15.5M | $7,400 to $11,000 |
| $15.5M to $18.5M | $9,400 to $13,500 |
| $18.5M+ | Quoted individually |
Range reflects the three tiers below. Which one you're in depends on how much of the work you want off your desk. No payroll. No hidden line items.
You stop guessing.
You get the CFO work. Job costing built against the way you estimate, a 13 week cash forecast, monthly WIP, and a meeting every month that ends in decisions and never in a report.
Your bookkeeper still does the books.
You stop touching the books.
Everything in Core, and we run the bookkeeping and the controllership as well. Your office stops answering coding questions and stops chasing a reconciliation on the last day of the month.
We do the books. No payroll.
Every job shows its margin while it's still running.
Everything in Executive, plus the job costing and WIP platform set up, loaded with your cost codes, and managed for you every month. You never have to learn it.
We do the books, the job costing, and the software. No payroll.
FREQUENTLY ASKED.
