Pricing
Flat-fee engagements. No billing surprises.
Every Norwell engagement is a predictable monthly retainer — scoped to the level of accounting, tax, and advisory support your business actually needs. Pricing is discussed and agreed before work begins.
Pricing is scoped to your business.
No two businesses have the same needs, so Norwell doesn't offer one-size-fits-all tiers. What you pay reflects the actual scope of work — the number of entities, the complexity of your books, the depth of tax planning involved, and whether CFO advisory is part of the picture.
What you can always count on: a flat monthly fee agreed in advance, with no hourly billing and no scope creep without a conversation first.
Bookkeeping & Accounting
Clean monthly close, reconciliations, and financial reporting. Scoped per entity and transaction volume.
Tax & Compliance
Year-round planning, quarterly estimates, and annual returns. Structured around your actual filing profile.
CFO Advisory
Fractional finance leadership, forecasting, and board reporting. Scoped to your cadence and decision-making needs.
No obligation. We'll talk through your needs and come back with a clear scope and fee.
“Flat fees exist so you can ask the question whenever you need to, not only when you can afford the hour.”
— Norwell Advisory
Common questions
Is pricing hourly or flat-fee?
All Norwell engagements are structured as flat monthly retainers — no hourly billing, no surprise invoices. You know what you're paying before the month starts.
What determines the fee?
Scope. The number of entities, volume of transactions, depth of tax planning required, and whether CFO advisory is in the picture all factor into the proposal. We scope it clearly before you commit to anything.
What if our needs change?
Engagements can be adjusted as the business grows or the work evolves. If the scope changes materially, we have a conversation first — no unilateral billing increases.
Is onboarding included?
Yes. We review your current books, identify what needs attention, and establish a stable close process before the monthly cadence begins. That work is part of the engagement.
Get in Touch
See where the gaps are. Let us show you what changes.
In one conversation, we'll talk through your current financial setup, identify where things are working and where they aren't, and explain what integrated bookkeeping, tax strategy, and CFO advisory would look like for your business.
No obligation. Response within one business day.