OUR PRICING

FINANCIAL HEALTH DIAGNOSTIC
One-time investment of $1,500
This deep-dive assessment is the first step in understanding the current state of your financials. We evaluate your Profit & Loss, Balance Sheet, QuickBooks structure, and overall accounting and bookkeeping practices. The result: a comprehensive Report of Findings & Recommendations—a roadmap whether or not you continue with Lodestar.

ONBOARDING FEE
One-time fixed investment (customized per engagement)
Covers all initial activities to bring your business into the Lodestar universe: systems access, bank and credit card connections, contracts (leases, purchase agreements, etc.), and team orientation. This phase includes an onboarding kickoff meeting and regular check-ins.
Note: This fee does not cover any accounting, bookkeeping, or advisory services.

SET UP & CLEAN UP
Billed hourly
Accounting records often need cleanup—sometimes a little, sometimes a lot. We’ll provide a time and cost estimate upfront and only begin once all onboarding checklist items are complete. This ensures a focused, efficient cleanup effort with no wasted time or backtracking.

FIXED MONTHLY FEE
Ongoing monthly investment (customized & consistent)
Once we’ve reached a steady state, we propose a flat monthly rate that’s easy to budget. Your monthly investment doesn’t fluctuate when we go the extra mile. Whether we’re fine-tuning financials or answering time-sensitive questions, the rate stays the same. This encourages open communication and gives you the peace of mind of knowing your costs in advance.

OUT-OF-SCOPE WORK
Billed hourly
Occasionally, you may need services beyond your established scope—such as a special project, audit support, or M&A preparation. We’ll notify you in advance, provide an estimate, and bill hourly against a pre-funded balance.

BILLING & PAYMENT TERMS
All services are prepaid. For hourly work, we draw time against your advance payment(s). For monthly services, fees are due on the 1st of each month and collected via ACH. This ensures continuity of service and simplifies your accounting.