How We Work
A Process Built for Clarity and Confidence.
Every engagement follows the same disciplined process, tailored to your specific business context.
Our Process
Our Four-Step Engagement Process: Discovery, Diagnosis, Design, Delivery
Discovery
We learn your business: operations, goals, pain points, and financial landscape.
Assessment
A comprehensive evaluation of your current financial infrastructure, processes, and gaps.
Roadmap
A clear, prioritized plan with timelines, deliverables, and measurable outcomes.
Execution & Partnership
Ongoing embedded support. Not a deliverable dropped on your desk, but a team that stays.
Pricing
Consulting Engagement Models and Pricing Options
Monthly Retainer
Predictable monthly fee based on scope. Most popular for ongoing advisory and accounting.
Project-Based
Fixed fee for defined deliverables. Common for transaction advisory, technology implementations, and tax projects.
Hourly Advisory
For targeted, short-term needs. Available for existing clients.
Every engagement is different. We're happy to flex to hourly billing or customize a hybrid model that fits your needs.
FAQ
Frequently Asked Questions About Our Consulting Engagements
How are engagements structured?
Most engagements are monthly retainers based on scope and complexity. We also offer project-based pricing for transaction advisory and technology implementations.
How quickly can you start?
Most new engagements begin within 2 weeks of signing. Discovery and assessment typically take 2-4 weeks.
Do you replace our existing team?
No. We augment and elevate your existing team. We work alongside your bookkeeper, controller, or internal staff.
What size businesses do you work with?
We typically work with businesses between $2M and $100M in revenue, though we've served clients outside that range.
Can we start with just one service?
Absolutely. Many clients start with accounting or tax and expand into advisory as the relationship grows.
Client Perspectives
What Our Clients Say
“Sataurius brought a level of precision and insight to our accounting practices that we hadn't experienced before. They helped us refine our financial reporting processes and implemented strategies to improve cash flow management. Their strategic insights were instrumental in guiding our financial decisions, ultimately strengthening our bottom line. We consider Sataurius an invaluable partner in our growth journey.”