Pricing
Four ways to get to a 5-day close.
Every tier delivers the 5-Day Close Stack, twelve fixes for the twelve pains that make closes run slow. Each tier builds on the one before it, so you can start light and step up anytime by paying the difference. Launch and Close are scoped to your process, so pricing comes out of the scoping call.
01 / PLAYBOOK
Playbook
For teams ready to move but needing to get grounded in finance AI and automation.
One-timeengagement
Get the Playbook
Best for teams ready to make changes but need the how-to playbook and sessions.
02 / ROADMAP
Roadmap
A roadmap with a winning strategy tailored to your specific workflows and priorities.
4 weeksassessment
Start the Roadmap
Best for teams who are serious about getting to a better close.
Most popular
03 / LAUNCH
Launch
Plan plus I automate your biggest workbooks. If it lives in Excel today, it can live in code tomorrow.
8 weeksengagement
Book scoping call
Best for teams that need the tech firepower they don't have in-house.
04 / CLOSE
Close
Come in and do everything. I close alongside you.
12 weeksengagement
Book scoping call
Best when you want it done fast, done right, and done for you.
The 5-day close guarantee.
If your books aren't closed in five business days by the end of the engagement, I keep working at no charge until they are. Applies to tiers 03 and 04.
What's included.
Everything each tier delivers, side by side. Higher tiers include everything below them.
| Deliverables | PlaybookOne-time | Roadmap4 weeks | Launch8 weeks | Close12 weeks |
|---|---|---|---|---|
| Guidance & enablement | ||||
| Finance Automation 101 The foundation your team needs to run with AI | ||||
| Written how-tos for each close area Cash, AR, AP, accruals, revenue, payroll, equity, tax provision | ||||
| Close checklist tailored to your ERP and stack | ||||
| Hands-on adoption working sessions On your team's specific processes and workflows | 2 sessions | 4 sessions | Weekly | Weekly |
| Coaching, feedback, and review of implemented changes | ||||
| Slack access | 30 days | Duration | Duration + 90d | Duration + 90d |
| Assessment & strategy | ||||
| Full close audit across all close areas | ||||
| Automation candidates ranked by ROI | ||||
| Systems and process gap analysis | ||||
| Sequenced 90-day execution plan | ||||
| Detailed execution scope Exactly how to get there, step by step | ||||
| On-demand consultation to executive leadership Vendors, process, people, and best-practice approach | ||||
| Executive readout to CFO and finance team | ||||
| Automation | ||||
| Workbooks converted to code Python, SQL, QA'd before deploy | Up to 3 | Unlimited | ||
| Connect all systems to your ERP No engineers needed. Steve connects your systems for clean data flow | ||||
| A/P Receipts Agent Logs into vendor portals and files receipts and invoices into your system automatically | ||||
| Automated schedules and roll-forwards | ||||
| ERP data pipelines and reconciliations | ||||
| Automated JE prep and posting workflows For simple, recurring transactions | ||||
| Bank Covenant Tracker Automates covenant reporting and forecast tracking | ||||
| Ongoing monthly support to keep automations running | ||||
| Documentation and internal handoff for each build | ||||
| Team training on new tooling Until your team is armed and dangerous, executing at champion level | ||||
| Hands-on close work | ||||
| I close the books alongside your team | ||||
| Zero effort from your team, with the results you need | ||||
| 15+ years of close-fixing experience working in the background | ||||
| Automated financial statements and board reporting package tailored to you | ||||
| Full close redesign, tools to tickmarks | ||||
| Audit prep and support | ||||
| Commercial terms | ||||
| 5-day close guarantee | ||||
Common questions.
How do I know which tier is right for us?
If you have a strong team and just need direction, Playbook or Roadmap. If you have the team but not the technical firepower to automate spreadsheets, Launch. If you want it done fast, done right, and done for you, Close.
Can I upgrade mid-engagement?
Yes. Tiers are additive, so you just pay the difference.
What stacks do you work in?
NetSuite, QuickBooks, Sage Intacct, Rillet, Campfire, and whatever else you run. Python, SQL, and modern data tooling for automation. If it lives in Excel today, it can live in code tomorrow.
Why not hourly?
Because hourly punishes speed. Fixed fee means we're both incentivized to finish, not to bill.
Who is behind Get Steve?
Steve Lamping, CPA. 10 years at EY, then 5 years as VP and Controller at high-growth SF tech companies including Instawork and clearer.io. Get Steve is a finance automation practice for companies from Series A to public.
Talk to Steve.
30-minute call. I'll ask about your close today, tell you honestly which tier fits, and we go from there.
Book a call