Services
We believe confident business decisions start with financial clarity. Whether you need help keeping your books organized, understanding your numbers, or developing a long-term financial strategy, our service tiers are designed to meet you where you are and grow with you.
Each plan provides the structure, insights, and support you need to strengthen your financial foundation and plan your next move with confidence. Choose the level of partnership that fits your business goals today and let’s build your roadmap to profitability and peace of mind.
Essential Insights (Starter Tier)
Idea for: New or growing business that need clarity and control over their finances
Focus: Bookkeeping accuracy, reporting and foundational financial organization
Includes:
Monthly bookkeeping review and reconciliation
Basic financial reports (P&L, Balance Sheet, Cash Flow)
One 30-minute financial check-in per month
Light email support for quick financial questions
Access to bookkeeping templates and resources
Outcome: Know your numbers and keep your books clean so you can make confident day-to-day business decisions.
Starting at $750/month
Fractional CFO Partner
(Premium Tier)
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
Strategic cash management and scenario planning
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
Growth Strategy
(Core Tier)
Ideal for: Established business owners ready to plan ahead, understand profitability, and make smarter spending decisions.
Focus: Financial strategy, forecasting, and business performance improvement
Includes:
Everything in Essential Insights, plus:
Monthly budget vs. actuals and cash flow tracking
Quarterly financial strategy meetings (60 min)
Pricing and profitability analysis
KPI dashboard setup and review
Expense management and process recommendations
Outcome: Gain strategic visibility into your finances and align your business operations with your growth goals.
Starting at $1,250/month
Custom Financial Solution
Every business has unique financial needs and sometimes, you just need targeted support without a long-term plan.
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!