Reserve Your Preferred
FSaaS® Onboarding Month
We only onboard one new organization each month to ensure a focused, high-touch experience. Limited capacity. Clear pricing. Better financials, right from the start.
HOW IT WORKS
Reserve. Confirm Fit. Get Ready.
RESERVE YOUR MONTH
Reserve your preferred month with a small deposit. That deposit holds your month and locks in your discount.
❶
CONFIRM FIT
We complete discovery and client acceptance procedures to ensure the right fit for both sides.
❷
FINALIZE & PREPARE
Finalize tier, scope and begin onboarding prep so we can hit the ground running.
❸
Choose Your Onboarding Month
AUGUST 2026: Stabilize before fall planning.
A strong fit for teams preparing for budgeting, board discussions, financing conversations, or year-end execution.
Standard onboarding fee: $2,500–$10,500
Advance reservation deposit: $1,250 applied toward your discounted onboarding fee.
Advance reservation benefit: Lock in 50% off the standard onboarding fee.
Refundability: 50% of the reservation payment is refundable if you elect not to proceed. 100% is refundable if firm elects not to proceed.
Only one organization may secure this month.
SEPTEMBER 2026: Strengthen forecasting before Q4.
Designed for organizations that want better forecasts, clearer priorities, and stronger decision support before the fourth quarter.
Standard onboarding fee: $2,500–$10,500
Advance reservation deposit: $1,250 applied toward your discounted onboarding fee.
Advance reservation benefit: Lock in 50% off standard onboarding fee.
Refundability: 50% of the reservation payment is refundable if you elect not to proceed. 100% is refundable if firm elects not to proceed.
Only one organization may secure this month.
OCTOBER 2026: Reporting & cash visibility before year-end.
Best suited for an organization preparing for year-end forecasting, budgeting, board planning, or a stronger fourth-quarter.
Standard onboarding fee: $2,500–$10,500
Advance reservation deposit: $1,250 applied toward your discounted onboarding fee.
Advance reservation benefit: Lock in 50% off standard onboarding fee.
Refundability: 50% of the reservation payment is refundable if you elect not to proceed. 100% is refundable if firm elects not to proceed.
Only one organization may secure this month.
NOVEMBER 2026: Build next year's budgets with better information.
A focused onboarding month for preparing budgets, reviewing results, and setting financial priorities for the year ahead.
Standard onboarding fee: $2,500–$10,500
Advance reservation deposit: $1,250 applied toward your discounted onboarding fee.
Advance reservation benefit: Lock in 50% off standard onboarding fee.
Refundability: 50% of the reservation payment is refundable if you elect not to proceed. 100% is refundable if firm elects not to proceed.
Only one organization may secure this month.
DECEMBER 2026: Enter the new year with a stronger finance function.
Ideal for organizations that want reporting, forecasting, and decision-making systems ready to support the next stage of growth.
Standard onboarding fee: $2,500–$10,500
Advance reservation deposit: $1,250 applied toward your discounted onboarding fee.
Advance reservation benefit: Lock in 50% off standard onboarding fee.
Refundability: 50% of the reservation payment is refundable if you elect not to proceed. 100% is refundable if firm elects not to proceed.
Only one organization may secure this month.
*****
"They resolved years of outstanding accounting issues, brought essential structure to our financial records, and provided a level of transparency we hadn’t seen before." Brian and Jessica Collins, Owners of NOR Design and Construction
*****
"While serving as our fractional CFO, Nick was able to do more work in 3-months than other full-time controllers had done in 4 years. These guys are fantastic at what they do and I would highly recommend them." -Matt, Owner, General Contractor
***** "They resolved years of outstanding accounting issues, brought essential structure to our financial records, and provided a level of transparency we hadn’t seen before." Brian and Jessica Collins, Owners of NOR Design and Construction ***** "While serving as our fractional CFO, Nick was able to do more work in 3-months than other full-time controllers had done in 4 years. These guys are fantastic at what they do and I would highly recommend them." -Matt, Owner, General Contractor
One organization per month
Focused attention. Deeper insights. Stronger results.
IMPORTANT INFORMATION
Your reservation deposit holds your selected month and locks in onboarding value. No long term commitment. 50% of the deposit is refundable if you decide not to proceed. If Bilotta & Company, CPAs, LLC, cannot accept the engagement, your deposit is refunded in full.
DISCLAIMER: Reserving a month does not create a CPA-client relationship or authorize professional services. All engagements are subject to discovery, independence and conflict checks, client acceptance, and a signed engagement letter.