Get your books and processes in order.
Remote consultations via Zoom with flexible monthly retainers or project-based pricing.
Financial guidance that skips the sales pitch
Most firms sell you a package and hope you don't ask questions. We start with your actual books, then figure out what you actually need.
Book review and cleanup
We review your existing books, spot errors, and get them cleaned up so you know where you stand.
Fractional controller retainer
Monthly oversight of your financials — accounts, payroll, reporting — without hiring a full-time controller.
Process setup and guidance
We help you build internal accounting processes that actually stick — invoices, payables, reconciling done right.
Project-based financial review
Need a one-time look at your numbers or a specific process? We scope it, price it, and get it done.
Remote Zoom consultations
No travel time. No parking. We meet on your schedule via Zoom and get straight to your questions.
The Potter Advisory approach to pricing
Here are two ways we can work together, based on what you need right now. If you’d love ongoing, hands‑on support, our monthly retainer’s a great fit. We’ll handle the books, build solid processes, and help you actually understand your numbers — month in, month out. Not ready for something ongoing? No problem. For a focused, one‑time deep dive, project‑based pricing lets us tackle a specific review or cleanup without any long‑term commitment.
Monthly retainer
Contact for pricing
Ongoing fractional controller support with regular check-ins and process building. Monthly Books & Advisory - $1,000-$2,500/month
Monthly book review
Monthly financial statements
Process setup guidance
Zoom check-ins
Email support between calls
Priority scheduling
Project-based review
Contact for quote
One-time deep dive into your books with a written report and recommendations. Other project work to help you with financial planning and business advising. Cleanup & Setup - $2,500-$5,000, one-time
Full book cleanup
Account reconciliation
Catch-up entries
Written summary report
One follow-up call
QuickBooks setup tips
Start reviewing your books before it becomes a problem.
Most small businesses wait until tax season to look at their numbers. By then, small issues have already grown into expensive fixes. A one-time review gives you a clean baseline. A monthly retainer keeps you ahead of surprises. Both start with a single Zoom call — no commitment, just clarity.