Services
PACKAGE ONE
Basic
Running a business can sometimes mean wearing a lot of hats — but managing your finances shouldn't feel like guesswork. The Basic Package gives you access to experienced CFO-level thinking without the full-time price tag. You'll get the financial clarity and foundational guidance you need to make smarter decisions and keep your business on solid ground.
Services Include
- Cash flow planning and optimization
- Monthly, quarterly, and annual financial review
- Financial statement analysis and interpretation
- Data analysis and insights for decision-making
- Organizational design and role clarity
- Cost reduction and expense management strategies
- Strategic meeting facilitation
PACKAGE TWO
Deluxe
Everything in the Basic Package, plus a deeper level of support as your business starts to grow. The Deluxe Package is built for business owners who are ready to move beyond the basics and want a trusted financial partner in their corner. From cash flow strategy to more hands-on planning, you'll have the tools and insight to scale with confidence.
Services Include
- KPI development and performance tracking
- Strategic financial planning and forecasting
- Profitability improvement strategies
- KPI dashboard creation and reporting infrastructure
- Business process mapping and workflow optimization
- Operational efficiency assessments
- Board reporting and executive-level presentations
PACKAGE THREE
Comprehensive
The Comprehensive Package brings together everything in the Basic and Deluxe tiers — plus our highest level of CFO advisory support. Think of it as having a seasoned financial executive fully invested in your success, working alongside you to plan for the future, navigate challenges, and turn your goals into a clear, actionable roadmap.
Services Include
- Pricing strategy and margin analysis
- Budget development and management
- Risk assessment and mitigation
- Development of SOPs and internal controls
- Strategic planning and long-range business modeling
- CEO, founder, and executive advisory sessions
- Management team coaching and financial literacy training
Begin Simple.
DEEPEN UNDERSTANDING.
CONFIDENT GROWTH.
Balance. |
Basic
$2,500 / mo
|
Deluxe
$5,000 / mo
|
Comprehensive
$7,500 / mo
|
|---|---|---|---|
| Cash flow planning optimization | ✓ |
✓ |
✓ |
| Monthly, quarterly, and annual financial review | ✓ |
✓ |
✓ |
| Financial statement analysis and interpretation | ✓ |
✓ |
✓ |
| Strategic financial planning and forecasting | ✓ |
✓ |
|
| KPI development and performance tracking | ✓ |
✓ |
|
| Profitability improvement strategies | ✓ |
✓ |
|
| Pricing strategy and margin analysis | ✓ |
||
| Budget development and management | ✓ |
||
| Risk assessment and mitigation | ✓ |
||
Develop. | |||
| Data analysis and insights for decision-making | ✓ |
✓ |
✓ |
| Organization design and role clarity | ✓ |
✓ |
✓ |
| Cost reduction and expense management strategies | ✓ |
✓ |
✓ |
| KPI dashboard creation and reporting infrastructure | ✓ |
✓ |
|
| Business process mapping and workflow optimization | ✓ |
✓ |
|
| Operational efficiency assessments | ✓ |
✓ |
|
| Development of SOPs internal controls | ✓ |
||
| Strategic planning and long-range business modeling | ✓ |
||
Collaborate. | |||
| Strategic meeting facilitation | ✓ |
✓ |
✓ |
| Board meeting preparation and participation | ✓ |
✓ |
|
| Board reporting and executive-level presentations | ✓ |
✓ |
|
| CEO, founder, and executive advisory sessions | ✓ |
||
| Management team coaching and financial literacy training | ✓ |
||
Ad-Hoc Services
Pricing Based on Client Needs
Audit Preparation & Support
Scenario Modeling & Sensitivity Analysis
Technology Implementation Support
ERP System Selection & Oversight
Vendor Management & Contract Review
Succession & Ownership Transition