Pricing
Transparent pricing. Scoped to the engagement.
Every Norwell engagement is structured around the level of services your business actually needs — whether that's a monthly retainer or hourly advisory work. 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: the fee is agreed in advance — structured as a flat monthly retainer or on an hourly basis depending on the nature of services — with no scope creep without a conversation first.
No obligation. We'll talk through your needs and come back with a clear scope and fee.
Common questions
Is pricing hourly or flat-fee?
It depends on the nature of the engagement. Ongoing services like bookkeeping and monthly accounting are typically structured as flat monthly fees. Advisory, consulting, and project-based work may be priced hourly or on a fixed-project basis. Either way, the fee is agreed before work begins — no surprises.
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.