Scoping credit estimator

See how much of your Financial Reports Review fee comes back as a credit toward your Phase 2 implementation project.

Step 1 — Select your Financial Reports Review tier
$1,750
Level 1
Up to 5 reports
$2,500
Level 2
Up to 10 reports
$3,500
Level 3
Up to 15 reports
Step 2 — Estimate your Phase 2 project value
Expected Phase 2 implementation value $9,000
$0$15K$30K+
Your estimated credit
Qualification timeline
1
Complete your Financial Reports ReviewPhase 1 findings delivered and readout call held. Clock starts here.
2
Sign Phase 2 SOW within 90 daysStatement of Work for Phase 2 implementation must be signed within 90 days of your findings readout call.
3
Pay Phase 2 downpayment within 30 days of SOWInitial invoice payment confirms project launch.
4
Credit applied at Phase 2 invoice closeYour scoping credit reduces your final Phase 2 invoice — no cash refund, applied at project completion.
Email snapshot

Copy this into an email to share your estimated credit with your team or for your records.