Services
We bridge the gap between finance and business operations using technology to drive the frameworks and processes that allow your business to accurately measure the cost, consumption, and performance of your business.
Essential Insights
Ideal for: Companies who know they have a problem but aren't sure where to start. It's a low-commitment entry point that generates high-value insights
Focus: Problem Diagnosis & Quick Wins (4-6 Months)
Includes:
Financial Health Check: Rapid assessment of current state, spending transparency and reporting maturity.
Top % Quick-Win Cost Optimization Recommendations
Roadmap for technology-driven process/application implementation
Outcome: Financial Baseline, Immediate Savings, Clear Direction
Starting at $750/month
Growth Strategy
(Implementation & Process)
Ideal for: Companies ready to design and implement the necessary frameworks and processes to achieve financial maturity
Focus: Framework Implementation & Tool Setup (3-12 Months)
Includes:
Everything in Essential Insights, plus:
Implementation of technology-driven roadmap
Training and Documentation
Pricing and profitability analysis
KPI dashboard setup and review
Outcome: Automated, reliable systems and processes that support business decisions
Starting at $1,250/month
Fractional CFO Partner
Ideal for: Businesses earning $250K+ in annual revenue that need ongoing financial leadership and strategic partnership.
Focus: Advanced financial planning, forecasting, and decision support.
Includes:
Everything in Growth Strategy, plus:
Custom financial model and rolling forecast
Departmental or project-level budget tracking
Vendor and cost optimization strategy
Monthly executive report with insights and recommendations
On-demand financial leadership and advisory calls
Outcome: A trusted financial partner to guide major decisions, improve margins, and support sustainable business growth.
Starting at $2,000/month
Custom Financial Solution
Our Custom Financial Solutions give you the flexibility to get expert guidance, clarity, and actionable insights exactly when you need them.
Whether you’re refining your pricing, cleaning up your books, or preparing for your next stage of growth, these one-time sessions and focused projects are designed to deliver results you can see right away
Book a Discovery Consultation today to get help designing a solution that fits your needs!
