Services

Power Hour

Offered as a one time assessment of your financial health. This is designed for us to do an initial deep dive of your financials and systems and give you some tangible goals to work towards.

$3000-$5000/ Session

Power Hour includes

Discovery Meeting
Comprehensive Financial Health Review
Quick Wins Summary Report
Hour Meeting Reviewing Key Findings

Foundation Plan

Ideal for businesses seeking ongoing in-depth financial guidance. This plan implements cash flow strategies and KPI monitoring for the business owner to feel in control of their financial direction.

$3,000-$5,000/month

Foundation plan includes

CFO Core Report
Basic Cash Flow Monitoring
Core KPI Tracking
Goal Tracking
Monthly Financial Review Meeting
Limited Ad Hoc Support

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Growth Plan

Designed for mid-sized businesses that require comprehensive CFO advisory services. This plan ensures strategic financial management and detailed oversight to drive business success

$5,000-$10,000/month

Growth plan includes

Everything in Foundation Plan
Robust Profit Planning and Cash Forecasting
Custom KPI Dashboards and Analysis
Profitability and Cost Target Planning
Cash Flow Optimization Strategy
Annual Strategic Planning Support
Debt Management and Basic Capital Strategy
Enhanced Ad-Hoc Support

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Service Tiers