Transparent Retainers. Zero Surprise Invoices.
Senior financial leadership packaged into fixed, predictable monthly retainers. No billable minutes, no surprise scoping charges. Direct executive partnership with Roy Welch.
Monthly Advisory Retainer Plans
Foundation
For organizations needing structured financial hygiene, disciplined operational accounting, and dedicated controllership oversight to establish reliable books and compliance.
Growth
For expanding organizations needing forward-looking capital strategy, proactive cash runway modeling, and senior executive advisory combined with full controllership.
Scale
For complex operations, multi-entity organizations, or leadership teams preparing for institutional capital, M&A transactions, or major corporate transitions.
Every Organization Is Unique
Our retainer tiers represent foundational starting points. Final pricing is customized based on complexity, entities, transaction volume, reporting requirements, strategic needs, and level of ongoing involvement. Exact scope and customized pricing are established collaboratively during your initial Financial Clarity Call.
Need a Specific Service?
You don't necessarily have to commit to a full monthly advisory tier to partner with LedgerBridge. Bookkeeping, payroll, tax preparation, financial cleanup, nonprofit compliance, and project-based advisory can be purchased separately with customized pricing.
Bookkeeping & Reconciliations
Weekly transaction coding, automated bill pay, bank and credit card reconciliations, and clean monthly financials for reliable operational visibility.
Explore Bookkeeping →Payroll & Multi-State Compliance
Timely, error-free payroll processing, contractor 1099 disbursements, multi-state payroll tax registrations, and wage reporting compliance.
Explore Payroll →Business & Individual Tax Preparation
Proactive corporate and individual tax preparation (Form 1040, 1120-S, 1065), federal and multi-state compliance, K-1 integration, and year-round tax reduction strategies.
Explore Tax Services →Historical Financial Cleanup
Untangling messy ledgers, reconciling multi-year discrepancies, and bringing overdue accounts into audit-ready compliance with tailored diagnostic milestones.
Explore Cleanup Services →Nonprofit Compliance & Grants
Restricted fund accounting, grant tracking, Form 990 preparation, and board-ready reporting tailored specifically for 501(c)(3) organizations.
Explore Nonprofit Accounting →Project-Based Advisory
13-week rolling cash flow models, ERP and software implementations (QBO, Bill.com), budgeting cycles, or interim transaction diligence sprints.
Explore Advisory Sprints →
"When you partner with LedgerBridge, you work directly with me. You receive senior-level financial leadership and 15+ years of executive horsepower rather than being handed off to junior staff or account managers learning on your dime."
Every client engagement at LedgerBridge is led directly by Roy Welch. Delivering hands-on Fractional CFO strategy and rigorous corporate Controller oversight, Roy has managed multi-unit operations totaling $700M in revenue at Leo Burnett Chicago, served as Vice President of Finance at Community Boost Consulting, and directed controllerships at Blokhaus and Pivot Design. Roy founded LedgerBridge to deliver true executive-level financial clarity and senior horsepower to scaling organizations.
Retainer Recommendation Calculator
Adjust the sliders below to explore your recommended service package based on operational scale, transaction volume, and team size.
Comprehensive Deliverables Comparison
A granular breakdown of capabilities across all three retainer tiers.
| Core Practice Area | Foundation (Starting at $3,000/mo) | Growth (Starting at $6,000/mo) | Scale (Starting at $9,000/mo) |
|---|---|---|---|
| Month-End Close Target Cadence | Typical Target: 8–10 Days | Typical Target: 6–8 Days | Typical Target: 5–7 Days |
| Accrual GAAP Compliance & Ledgers | Included | Included | Included |
| 13-Week Rolling Cash Flow Forecast | — | Weekly Updated | Weekly Advanced Modeling |
| Board of Directors & Investor Slides | — | Quarterly Decks | Monthly & Custom |
| Unit Economics & CAC/LTV Analysis | — | Included | Advanced Modeling |
| Capital Raise & Debt Diligence | — | Advisory | Active Lead Support |
| Executive Review Cadence | Monthly Review | Bi-Weekly Sessions | Weekly Cadence + Dedicated Slack |
| Strategic Inquiry Response Standard | Standard 1–2 Business Days | Priority Next-Day Response | Priority Same-Day Standard |
* Service timelines, close cadences, and review schedules represent target operational standards and typical workflows. Final scope, timelines, and milestones are aligned collaboratively to your organization's specific data readiness and transaction volume.