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 you can read job variance in week two of live job costing. After that your time is about five hours a month, for one meeting and approvals. The one-time onboarding fee is billed once, with your first invoice, and is shown by revenue band in the pricing table. SPM is not a CPA firm and does no payroll.
Owners who have hired help before are afraid of the first two months. The old system is half shut down, nothing new is working, and they are doing both. The 60 days are built so that doesn't happen. The new setup gets built while your books keep operating, and the switch happens once it can be read.
WHAT IT MEANS.
The first 60 days with SPM are the onboarding. Your books are migrated back to the start of your last taxable year. Cost codes, the chart of accounts and the WIP schedule are built to match how you estimate. After that, the monthly work takes about five hours of your time.
Every owner wants to know whether they'll have less work at the end of onboarding. You have a few weeks of giving access and answering questions, and then about five hours a month.
If you've been through a fractional CFO that didn't work, the difference here is the order. The books get set up by job first, then the reports. A CFO working from books nobody set up by job gives 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 built on books nobody set up by job. SPM starts with cost codes matched to your estimate and a close by the 10th, so you can trust the first report you see.
Will the switch make a mess of my books?
The migration goes back to the start of your last taxable year, so the year you're in is complete and comparable. If your tax year ends within three months, the migration goes through the last day of that year and the new setup starts clean. You don't 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 new cost codes, you can compare each job 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 in use 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. We don't bill by the hour, and we don't do payroll. The one-time onboarding fee is in the table.
Built for subs doing $1M to $12M. Above $12.5M we quote.
| Last 12 months revenue | Core | Strategic | Platinum | One-time onboarding |
|---|---|---|---|---|
| Under $1M | $1,900 | $3,100 | $3,300 | $2,500 |
| $1M to $3.5M | $2,600 | $4,100 | $5,300 | $4,500 |
| $3.5M to $6.5M | $3,800 | $5,900 | $8,300 | $6,000 |
| $6.5M to $9.5M | $5,100 | $7,600 | $11,800 | $7,500 |
| $9.5M to $12.5M | $6,100 | $8,900 | $14,900 | $9,000 |
| Above $12.5M | Quoted | Quoted | Quoted | Quoted |
The onboarding fee covers migrating your books back to the start of your last taxable year and getting you fully operational in 60 days. It's billed once, with your first invoice. It's the same for all three tiers, and it moves with your revenue band. Your first month is prorated, and your monthly engagement starts on the first of the first full month.
Just want the setup? Onboarding only is the same onboarding work with no monthly service after it, one time, at the onboarding fee plus $2,000. Start a monthly engagement later and $2,000 counts toward it. It starts at $4,500, and the price for every band is on the pricing page.
The three tier columns are the whole price. Which one fits depends on how much of the work you want off your desk. No payroll. No hidden line items. The onboarding fee is right here in the table.
- Online software only: QuickBooks, Sage, Viewpoint and similar. No VPN or hosted desktop.
- Not in any tier: payroll, pay applications, collections on receivables.
- Pricing valid through 2027.
CFO work. Your own bookkeeper keeps doing the books.
We build your plan every month. Your team does the work.
You get the CFO work: job costing built to match the way you estimate, a 13 week cash forecast, WIP every month, and a monthly meeting that ends with decisions.
Your bookkeeper still does the books.
Core, plus bookkeeping and bank reconciliations, plus job costing and WIP software set up and managed for you. Use your own online accounting software or we supply it, one price.
We build the plan, track it and adjust it every month.
We only work with trade subcontractors. We know what to look for, and we fix problems while they're still small. Everything in Core, plus the bookkeeping and bank reconciliations done for you, and the job costing and WIP software set up, loaded with your cost codes, and managed every month. Use your own online software, or move to ours and we pay for it.
Our team does the bookkeeping and the reconciliations. We don't do payroll.
Strategic, plus a controller who handles payables and receivables the way an in-house controller would. You approve every payment.
We manage the money side for you, every week.
Everything in Strategic, plus our team does the controller work. We handle your bills and receivables the way an in-house controller would: we call vendors, pay the bills and keep the accounting current. We plan the cash flow first, and you approve every payment because it is your money.
Our team does the payables and receivables. We don't do payroll, pay applications or collections.
FREQUENTLY ASKED.
IN THEIR OWN WORDS.
Josh and the entire team changed our mentality on our books and preparing for the future. Changed our business for the better immediately
It's been a really great time so far! Excited for the future my guy!
