Engagement Model

Structured. Disciplined. Executive-Aligned.

EBS FIRM engagements are intentionally structured. We do not operate as a transactional vendor. We operate as financial architects—building infrastructure that supports scale across entities and jurisdictions.

How It Works

We start with qualification. Then we diagnose. Then we architect.

At $3M–$50M in annual revenue, outcomes depend on structure—reporting integrity, cash flow architecture, controls, and tax strategy aligned to long-term objectives.

Our model is built to prevent misalignment. It ensures your engagement is scoped correctly, governed consistently, and executed with an executive cadence.

Public pricing is intentionally not displayed due to jurisdictional variability and complexity-based scope.

The Process

Four Steps. One Outcome: Financial Control.

Our model is designed to establish reliable reporting, disciplined cadence, and structural clarity—so leadership can make decisions with precision.

1
Qualification A brief initial review to confirm revenue range, structural complexity, and engagement fit. This prevents misaligned scopes and ensures we are the correct model for your organization.
2
Strategic Diagnostic A structured assessment of financial reporting integrity, entity structure, cash flow visibility, and operational risk points. This stage produces clarity—what is working, what is not, and what must change.
3
Architecture Proposal A defined advisory scope aligned to complexity. This includes the cadence, reporting framework, controls, and strategic priorities required to stabilize and scale the organization.
4
Ongoing CFO Oversight Monthly advisory engagement with executive reporting cadence, cash flow architecture, tax structuring oversight, and controller-grade discipline—built to support scale over time.

FAQ

Common Questions

We keep the process direct. The goal is alignment, then execution.

Do you publish pricing or package tiers?
No. Engagement scope and retainer minimums are confirmed after qualification due to complexity and jurisdictional variability. Public pricing introduces premature anchoring and does not reflect the structural requirements of each organization.
Is the Strategic Diagnostic required?
Yes. It is the mechanism that defines scope, identifies structural gaps, and prevents misalignment. It ensures your engagement is designed correctly before ongoing advisory begins.
Do you provide payroll processing?
Payroll is available as an ancillary component within comprehensive engagements. We position payroll within governance and reporting cadence, rather than as a standalone volume service.
Do you work with international companies?
Yes. Our model is designed for multi-jurisdiction awareness and cross-border complexity. We coordinate planning and oversight aligned to jurisdictional realities and your operating footprint.

Strategic Diagnostic

Begin the process.

If your organization has surpassed $3M in annual revenue and requires CFO-level infrastructure without internal expansion, we invite you to begin the Strategic Diagnostic process.

Request Strategic Diagnostic Who We Partner With

Note: Engagement scope and retainer minimums are confirmed after qualification due to complexity and jurisdictional variability.