How Engagements Work
Every engagement is built on two things:
- Advisory support to help you understand your numbers and make decisions
- Reliable financial data so you’re not making decisions off bad information
Depending on your current systems and processes, that may involve reviewing your existing records or providing ongoing accounting support to maintain them.
From there, everything is structured to provide consistent, ongoing support throughout the year.
Financial Reliability (Required for Advisory)
For advisory to be meaningful, it has to be based on accurate, reliable financial information.
Every engagement includes a financial reliability layer to ensure the numbers we’re working from are complete, consistent, and up to date.
The level of support needed depends on the current state of your financial records—whether things are already in good shape or need additional review.
Financial Review & Tie-Out
Month-End Close & Reconciliation
Month-End Close & Reconciliation
Validation of financial statements when bookkeeping is maintained internally and records appear organized. This service provides an added layer of oversight to confirm accuracy and alignment for reporting and advisory discussions
Month-End Close & Reconciliation
Month-End Close & Reconciliation
Month-End Close & Reconciliation
Ongoing reconciliation and financial close procedures to maintain accurate, up-to-date financial records when additional support is needed or records are not consistently maintained.
Advisory Services Tiers
Advisory support is structured across three levels depending on how much ongoing guidance and involvement your organization needs.
Based on your inquiry, a recommendation is made so you’re not left trying to figure that out on your own.
Each level builds on the previous one, increasing the depth of insight, level of partnership, and frequency of support as needs grow.
Tier 1 - Core Financial Clarity
Tier 3 - Strategic Financial Partner
Tier 1 - Core Financial Clarity
Regular financial review and practical guidance to help you understand where things stand and build a reliable foundation.
What's Included:
• Monthly financial performance review and insight
• Quarterly financial summary with key observations and trends
• Guidance on financial performance and budget alignment
• Quarterly advisory meeting (30–45 minutes)
• Email support for historical financial questions and clarification
• Standard response priority
Tier 2 - Strategic Advisory
Tier 3 - Strategic Financial Partner
Tier 1 - Core Financial Clarity
Ongoing financial clarity for organizations making active operational decisions.
Includes everything in Core Financial Clarity, plus:
• Cash flow discussion and forward-looking financial outlook
• Budget vs. actual performance analysis with actionable insight
• KPI and financial trend discussion to support decision-making
• Monthly advisory meeting (30–60 minutes)
• Email support for financial questions, interpretation, and planning insight
• Elevated response priority
Tier 3 - Strategic Financial Partner
Tier 3 - Strategic Financial Partner
Tier 3 - Strategic Financial Partner
High-touch financial partnership for organizations navigating complex financial decisions.
Includes everything in Strategic Advisory, plus:
• Proactive financial guidance and ongoing strategic support
• Scenario planning and decision support for key business initiatives
• Advanced cash flow planning and financial forecasting discussions
• Deeper financial analysis to support planning and long-term strategy
• Monthly advisory meeting with additional touchpoints as needed
• Priority email support with expanded access for ongoing questions and decisions
• Highest response priority
Organizations don’t need to determine the right level on their own. A recommendation is made based on your needs and how you currently use your financial information.
Pricing shown reflects advisory services only. A financial reliability layer is included separately based on the current state of your books and how they’re being maintained.
Additional Accounting Support (Optional)
In some cases, additional support may be helpful to maintain or improve your books over time. These services are available when support is needed beyond the core financial reliability layer.
Ongoing Bookkeeping Support
Grant Compliance & Financial Reporting (Nonprofits)
Historical Bookkeeping Cleanup
Support with transaction categorization and reconciliations for organizations that prefer not to manage day-to-day bookkeeping internally or need additional support maintaining accurate records.
Historical Bookkeeping Cleanup
Grant Compliance & Financial Reporting (Nonprofits)
Historical Bookkeeping Cleanup
Catch-up and correction of financial records when books are behind or require significant cleanup prior to or during an engagement.
Grant Compliance & Financial Reporting (Nonprofits)
Grant Compliance & Financial Reporting (Nonprofits)
Grant Compliance & Financial Reporting (Nonprofits)
Support with grant tracking, expense allowability review, and financial reporting related to grant activity. This service helps ensure compliance with funding requirements and provides additional oversight for restricted funds.
Particularly relevant for nonprofit organizations managing restricted funds or grant-based programs.
Optional Project Services
Some organizations need one-time support beyond their ongoing advisory engagement. These services are available when specific needs come up.
QuickBooks Online Setup or Conversion
QuickBooks Online Setup or Conversion
QuickBooks Online Setup or Conversion
Migration and configuration of QuickBooks Online for organizations transitioning from another accounting system or implementing a new platform.
Systems & Controls Training
QuickBooks Online Setup or Conversion
QuickBooks Online Setup or Conversion
A one-time engagement designed to strengthen internal financial processes and reduce recurring bookkeeping errors.
Startup Advisory Engagement
Starting at $300/month
Designed for startups and early-stage organizations that aren’t ready for a full advisory engagement but still want structured financial guidance.
This engagement provides a structured starting point for establishing financial processes and beginning to use financial information for decision-making, without the level of ongoing support included in a full advisory engagement.
Includes:
- Initial financial guidance session to review financial structure, accounting approach, and key early-stage considerations
- Limited Ongoing Bookkeeping services
- Quarterly financial review and discussion
- High-level financial guidance and interpretation
- Limited email support for clarifying questions
Additional services (as needed):
- Cleanup / catch-up work
- System setup or conversion
This engagement is intended as a starting point and is generally limited to the first year. As organizations grow and need more consistent support, it transitions into a full advisory engagement.
Inquiry Process
Every organization is different, so engagements begin with a short inquiry process to determine the most appropriate level of support.
Copyright © 2026 Best Practices, PLLC — All Rights Reserved
Hendersonville, North Carolina
Information submitted through this website is used only to respond to inquiries and evaluate potential engagements. It is not shared with third parties.
Submitting an inquiry through this website does not establish a client relationship.
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.