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Engagement Models

Right-sized engagements. Built for the long arc.

FMC engagements are scoped — not metered. Every relationship begins with a written proposal so leadership knows exactly what's included and exactly what's being invested.

Compliance

Scopedannual engagement

Audit, tax, and statutory work — done right.

Organizations needing a senior firm for annual audit, review, or tax compliance — with a partner-led relationship.

Included

  • Annual financial statement engagement
  • Federal and multi-state tax filings
  • 1099 / W-2 reporting
  • Direct partner access year-round
  • Year-end planning conversation
  • Coordination with attorneys and bankers

Typically separate

  • Monthly outsourced accounting
  • Outsourced CFO support
Most engagements

Outsourced Accounting

Monthly retainerscoped to volume

A complete back-office function — delivered as a service.

Growing organizations replacing an internal controller or building one for the first time.

Included

  • Everything in Compliance
  • Monthly close and reconciliation
  • Controllership review
  • AP / AR and payroll oversight
  • Cloud accounting stack (QBO, Sage Intacct, NetSuite)
  • Monthly leadership reporting package
  • Quarterly business reviews

Typically separate

  • Full outsourced CFO scope

Advisory & CFO

Engagement-basedmonthly + project work

Senior financial leadership — without the full-time hire.

Organizations at an inflection point: scale, transition, transaction, or transformation.

Included

  • Everything in Outsourced Accounting
  • Outsourced / fractional CFO
  • Board and lender reporting
  • 13-week cash forecasting
  • KPI design and executive dashboarding
  • Capital strategy and lender relationships
  • M&A, succession, and transition support
  • Quarterly board engagement

Engagements are scoped after a short discovery call. Pricing reflects typical structures; complex situations are quoted individually.

How engagements work

You're investing in leadership — not a stopwatch.

The best advisory relationships don't get billed by the minute. They get scoped, agreed, and then run with judgment.

Scoped, not metered

Every engagement begins with a written scope. No hourly surprises — questions and check-ins are part of the relationship, not a line item.

Senior-led, by design

You'll work directly with a partner or director. The judgment that shapes your outcome lives at the top of the engagement, not the bottom.

Built for longevity

Most FMC relationships span a decade or more. Fees re-scope when the organization meaningfully changes — not when calendar quarters turn.

One firm, full stack

Audit, tax, accounting, and advisory under one roof. No fragmented vendors, no coordination tax, no finger-pointing.

Common questions

A few things organizations usually ask.

How do engagements start?+
With a 30-minute discovery conversation, no obligation. From there we deliver a scoped proposal in writing — what's included, what's separate, and what the investment looks like.
Do you work with nonprofit boards directly?+
Yes. Nonprofits are a core practice for FMC. We routinely present to finance committees and boards, deliver single audits, and serve as outsourced CFO for mission-driven organizations.
Can FMC act as our outsourced CFO?+
Yes — that's the Advisory & CFO engagement. Senior leadership-level financial support without the full-time hire, scaled to the cadence the organization actually needs.
Do you serve organizations outside Nashville?+
Yes. We're proudly Nashville-based at 3100 West End Avenue, and serve organizations across Middle Tennessee and the broader Southeast.
What industries do you specialize in?+
Healthcare, nonprofit, professional services, owner-led businesses, family-owned companies, and growing organizations across the region.
How are engagements billed?+
Monthly via ACH on scoped retainers, or via milestone billing for project work. Always agreed in writing in advance.
Begin the conversation

Trusted financial leadership for every stage of growth.

A 30-minute conversation, a written proposal, and a clear path forward — built around your organization.