B2B CFO® is a registered trademark of its owner. This site is an independent comparison by Steven Palmieri (Palmieri Enterprises) and is not affiliated with, endorsed by, or sponsored by B2B CFO.
B2B CFO comparisonHow we price the same work
Our price is a written monthly amount for a named scope. The figure sits on the site that carries our name, beside that scope, and this comparison does not copy it over.
What the month includes
Click to read ›Tap to read › What the month includes
The month closes on a schedule. The company that already runs your payday keeps that job, and this practice sets up the filings that company will carry. The return is prepared from those closed months, and October is read while the year can still change. That is the scope the fee has to name. Work that is not named on that page gets its own price before it starts, so a later surprise is not treated as part of the month you already bought.
On our side the month starts when the bank and the books agree. Your payroll company, the one already named in your agreement, keeps running payday after the setup is finished. The return is prepared from those months, and October is read while the year can still change. Same place at the table, with the close under it.
We do not publish a rate, a retainer, or a range on this comparison, for the same reason their playbook page does not. A number without the scope beside it is not a comparison. The writing that gets a number has to name the closed month, the payroll-company setup, and the return as three jobs. The number is agreed in writing before the first paid month.
A first paid month names three jobs and a date. The bank is reconciled. The open items are listed. The return items that still can change are marked. Work that is not on that page is quoted before anyone starts it. A conversation on the calendar does not create that page and does not create a fee.
Payroll on this practice is setup. We help you pick the provider, the deposit schedule, and the filings that provider will run. We do not run payday. If a proposal you already hold prices leadership hours and leaves the close with someone else, write both prices on one sheet before you treat them as the same offer.
Their playbook says estimated fees are agreed in advance and that owners should not meet surprises on fees or scope. That sentence is theirs, and it is a real standard. Ours is the same standard with a different list inside the writing. Ask both sides for that writing. If one page names leadership and the other names the close, you are not looking at two prices for one thing.
What we will not pretend
Click to read ›Tap to read › What we will not pretend
We will not put their prices into a sentence they did not publish. We will not call a no cost diagnostic the same thing as a monthly close. Their playbook says the diagnostic has no cost to the owner and no requirement to sign. That is their first step, and it is real. Our first paid step is the written scope. Both can be true.
The sale, if you want it, is not a form on this domain. It is one link.