№ 04 / Services & Pricing

All Prices In USD · No Hourly Billing

What Patchwork does.
What it costs. No surprises.

A subscription-based firm based in Mechanicsville, Virginia, serving individuals and small businesses across the Richmond metro. You fill out an intake form. We meet to understand your situation. You receive a custom three-tier proposal. All advisory is monthly, no hourly billing, complexity quoted upfront.

How It Works

Three steps.
No fog.

The intake gives us enough to know whether we are a fit. The discovery meeting gives us enough to write a real proposal. The proposal gives you three options at three price points, and you choose.

Fill out the intake form.

Twenty minutes. Tells us your situation, services you might want, and how soon you want to start.

We meet to understand.

A 45-minute discovery call. We listen. We ask. We do not pitch. By the end we know what to write.

You receive three tiers.

A custom proposal with three price points. Thread, Stitch, or Patchwork. You pick the fit.

The Three Tiers

Thread. Stitch.
Patchwork.

A ladder, not a menu. Every proposal is built around these three tiers — but what lives inside each one is drawn from your situation, never a fixed package. Thread is where most people begin. You climb a rung whenever the work calls for it.

Rung 01

Thread.

A single steady line

Rung 02

Stitch.

Two lines, joined

Rung 03

Patchwork.

The whole quilt

Core Services

The work itself.

What is included in each tier, what is billed separately, and what you can add on. Everything quoted upfront. No invoice you weren’t expecting.

Core Services & Starting Prices

Subscription · Monthly

№ 01

Individual Tax

Federal and state. E-filing & estimated tax setup included. Biannual check-ins.

$93 / mo starting

№ 02

Business Tax

S-corp, partnership, C Corp. Returns plus triannual check-ins.

$188 / mo starting

№ 03

Bookkeeping

Onboarding assessment $450 flat. Then ongoing monthly. Construction add-ons available — built for trades operators in the Richmond area.

$450 + $400 / mo starting

№ 04

Fractional CFO

Engagement priced per assessment. Construction add-ons available.

Assessment $750 – $1,500

№ 05

Tax Strategy

A la carte. Available only to active subscribers.

Subscribers only

A La Carte

One-time projects,
scoped one at a time.

Available to active subscribers. A sampling of the discrete, project-based work we take on outside the monthly subscription, each one scoped and quoted on its own.

Project & Engagement

S-Corp Election

Form 2553 filing, reasonable-comp memo, and basis tracking setup.

Books Cleanup

Catch-up and reconciliation of legacy or neglected books.

WIP Schedule Support

Work-in-progress schedules for contractors and their sureties.

Financial Modeling

Driver-based models for forecasting, scenarios, and decisions.

Dashboard Creation

Live dashboards that turn your numbers into a daily picture.

Tax Planning Session

Strategic planning session built on a multi-year projection.

AI Systems Design

Workflow audit and automation design for a lean operation.

Job Costing Setup and Support

Job-cost system setup, chart of accounts, and team training.

Cash Flow Forecast

Forward-looking cash projection so you can see the runway.

KPI Creation and Accountability

Define the metrics that matter, then hold the line on them.

Roadmap

Audits, Reviews & Compilations · coming soon.

Assurance services are on the roadmap. We are not offering them yet. If you know you’ll need audited financials, contact us and we’ll add you to the list.

Next Step

Ready to stitch it together?

Start with the intake form. It takes about twenty minutes. We follow up with a discovery call within one to two business days, and a three-tier proposal lands soon after.

What Patchwork does. What it costs. No surprises.

Three steps.No fog.