- Administration – Schedule A
- Audit Trails – Schedule A2
- Banking – Schedule B
- Contract Schedule C
- Development – Schedule D
- Membership Schedule M
- Treasuries – Schedule T
Schedule A – Administration
- Planning
- Contracting
- Trust Development
- Schedule A2 Audit
$150 and $400 per hour.
Schedule A2 – Audits
SOC 2 Audit
A SOC 2 audit verifies that a small business or startup has implemented and maintained effective controls over security, availability, processing integrity, confidentiality, and privacy.
IRS Audits
- Providing an official review of an individual or business tax return to verify accuracy
- Focusing on unreported income or excessive deductionsaudited, respond and proper notice
- Organize records (receipts, logs), and consider professional representation.
Contract Audits
A contract audit is a systematic evaluation of a contract’s financial, operational, and performance terms to ensure all parties are complying with agreed-upon obligations, reducing risk, and verifying cost accuracy.
Can vary due to the fixed, foundational work required for any audit engagement.
Schedule B – Banking Services
$369 to $500 per hour (Finance Available for Flat Fee
Providing the following non private bank service:
- Private insurance
- investment management
- Asset & Cash management
- Private lending
Schedule C – Contracting
$150 and $400 per hour.
- Managing securities for safekeeping as asset protection.
- Investing stocks, bonds, or other assets in trust by electronic or physical form on behalf of investors.
- Corporate Trustee relationship for trust administration
Schedule D – Development
- Research
- Planning
- Underwriting
- Analysis
- Appraisal
Municipal Program Development MPD
Pricing typically ranges from $10,000–$50,000 for simple MPDs, $50,000–$200,000 for mid-sized applications, and over $500,000 for complex enterprise systems.
Costs are primarily driven by project complexity, feature set, development team location, and hourly rates, which often range from $50 to over $150.
Key Pricing Factors & Estimates
- Small Projects/MVPs: $20,000–$100,000 (limited features, simple design).
- Mid-Sized Apps: $100,000–$500,000 (custom business tools, SaaS).
- Enterprise Systems:$500,000–$1M+ (complex, high security/compliance).
- Platforms: Mobile apps ($45k–$300k) are generally more expensive than web apps ($20k–$80k).
Common Pricing Models
- Fixed Price: Best for small, well-defined projects (e.g., MVP).
- Time & Materials (Hourly):Better for complex, ongoing, or evolving projects.
- Retainer: Predictable, recurring payments, often used for long-term development
Schedule M – Membership
Private and Public Membership
Schedule T – Treasury Management
Treasury management involves Full Schedule A through T for managing of organization’s liquidity, financial risk, and day-to-day cash operations, such as banking, payments, and, in some cases, investment portfolios, to ensure sufficient cash for operations and strategic growth.
Key functions include
- optimizing cash flow
- reducing financial risk
- managing liquidity, and
- protecting against fraud
$10 to 15,000 Monthly
