Complexity
Entities, locations, and the state of the close when we arrive.
Venue CFO pricing
One Partnership. One fixed monthly number.
We publish our ranges because the owners we work with deserve straight answers. One fixed monthly number, scoped to your venue and known before work begins.
The partnership fits wedding and event venues doing roughly $3M+ in revenue, or less with real complexity: multiple spaces, in-house F&B, multi-entity structures.
What our engagement covers
One accountable team, from the books to the decisions
We take responsibility for the accounting work because pricing, cash, and growth decisions need dependable numbers behind them.
How it begins
Every Partnership begins with a structured launch. Over the first 60 days we set the working structure: categories built around owner questions, consistent deposit treatment, the reporting schedule, and the cash forecast. Then the monthly rhythm starts.
The books, kept by us
Transaction classification, reconciliations, deposit treatment, and a monthly close to a set date, done to our standards rather than reviewed after the fact.
The monthly owner packet
Revenue and contribution by event type, cash position, booking pace, and what changed, in owner language.
Forecasting and cash
The rolling 13-week and 12-month views, tied to the booked calendar, deposit schedules, and seasonality.
Owner advisory
The monthly meeting, decision memo, and action tracker, plus quarterly planning where pricing, cash, and tax are decided together.
What shapes your number
No black box. The number comes from four things, and we walk you through every one of them before you sign.
Volume
Events per year, transaction activity, bar and F&B.
Scope
Sales tax filings, lender or investor reporting, payroll coordination.
Cadence
How much owner support, and how often.
Taxes, handled
Tax planning is already part of the partnership. This is the option to hand us the returns too: the venue's entities and the owners' personal filings.
+$500-$1,000/mo
Complete return preparation for the venue’s entities and the owners, prepared from books we closed ourselves, with estimates timed to your cash forecast. One number, fixed after scope, inside the same monthly payment. Available exclusively within the Partnership.
Entities + owners · one number, same monthly payment · exclusively for Partnership clients
Is it worth it for your venue?
We’ll only recommend the Partnership when the venue’s scale, complexity, and available decisions justify the investment. That’s what the fit call is for. For a concrete look at what the monthly work surfaces, read the worked example: a $3.5M venue, its June numbers, and the decisions they produced.
Pricing FAQ
Straight answers. If your question isn't here, ask us on the call.
Still have questions?
Get answers for your exact situation in a quick, no-pressure fit call.
How does the engagement start?
With a structured launch. The one-time Partnership Launch is typically equal to one month of ongoing service. More complex multi-entity, migration, or cleanup-heavy situations are scoped separately. Over the first 60 days we set the working structure (categories, deposit treatment, the reporting schedule, the cash forecast) and complete the first full monthly cycle.
Why fixed pricing instead of hourly?
Hourly billing punishes you for calling us. Fixed pricing means the scope is clear, the number is known, and you can pick up the phone without watching a meter.
How do you land on my number?
We determine your number based on complexity, volume, scope, and cadence, not hours. It's fixed once the launch confirms scope, reviewed annually, and fixed for the whole relationship: we don't price the partnership up or down by adding or removing pieces, because the pieces aren't separable. The only true add-on is return preparation, which is priced on its own.
Do you do our books, or work with our bookkeeper?
The day-to-day books are ours: classification, reconciliations, and the close, done to our standards. Where a venue has a strong in-house person, we can run them inside our standards instead; your number reflects which.
What about tax?
Tax planning is part of the Partnership: entity structure, depreciation strategy, and estimated payments timed to your cash forecast. Adding complete return preparation (the venue's entities and the owners) runs $500-$1,000/month on top of the monthly number, and is available exclusively within the Partnership.
What is not included?
Standalone bookkeeping, AP processing, payroll administration, and standalone tax work. If you're looking for any of those alone, we're not the right firm, and we'll tell you so on the call.
Is there a smaller way to start?
For venues facing a specific profitability, cash, pricing, or growth decision, the Venue Diagnostic is a $7,500 fixed-scope review delivered as a written Owner Decision Brief with a 90-day action plan you keep either way. $5,000 of the Diagnostic fee is credited toward the Partnership Launch when the Partnership begins within 30 days.
Understand the likely investment before we meet.
Review the ranges, then book a fit call. If we don't think the investment is justified for your venue, we'll say so.