Pricing
Our pricing is designed to scale with your business. From foundational financial reviews to advanced strategic advisory, we offer flexible packages that align with your stage of growth and level of financial complexity.
Foundation Review
A comprehensive, one-time review of your financial foundation, systems, and reporting.
Custom pricing
- Review of financial reports, chart of accounts, and accounting setup
- Evaluation of internal team structure and external support
- Assessment of systems and processes across AP, AR, payroll, and month-end
- Initial feedback on opportunities to improve clarity and performance
Financial Oversight
Ongoing financial management and reporting structure for growing businesses.
Starting at $5,000/month
- Monthly close process with reconciliations and review
- Clean and clear financial reporting aligned with the business model
- Cash flow visibility and variance analysis
- Support around accounting policies, month-end timelines, and best practices
FP&A Partner
Budgeting, forecasting, and performance analysis to drive decision-making.
Starting at $10,000/month
- Annual budget process and quarterly reforecasting
- Driver-based forecasting and scenario modeling
- Performance scorecards and monthly budget-to-actuals
- Board-ready packages with actionable insights and trends
Strategic Finance Engine
Advanced financial modeling, scenario planning, and capital strategy support.
Starting at $15,000/month
- Long-term plan modeling (3–5 years)
- Scenario planning, margin modeling, and breakeven analysis
- Capital strategy, financing support, and bank packages
- Partnership with ownership or executive team to guide key financial decisions
Finance Transformation
End-to-end overhaul of your finance function, systems, and visibility.
Starting at $20,000/month
- Buildout of complete finance and reporting infrastructure
- Team structuring, system integrations, and SOP development
- Owner dashboards and actionable insights
- Executive-level partnership and implementation support
KPI Intelligence System
Custom dashboards and infrastructure to track your key performance drivers.
Custom pricing
- Map financial and operational drivers to dashboards
- Create live performance visibility through tools like Power BI
- Clarify relationships between activities, revenue, margin, and cash flow
- Enable teams to make data-driven decisions in real time
We combine proven growth playbooks, operational discipline, and real-time financial insights to help your business perform at the next level. Every action is designed to create lasting value.
Proven Growth Strategies
We bring the same rigorous financial analysis and growth strategies used in private equity to your business. Our team has overseen both turnarounds and growth scenarios for companies.
Data-Driven Decision Making
Learn to leverage your financial data like the big players do. We implement sophisticated tracking systems and help you make strategic decisions based on real-time insights.
Operational Excellence
Benefit from best practices developed through years of optimizing company operations. We help streamline your processes while maintaining the agility small businesses need.
Value Creation Focus
Every recommendation we make is focused on building long-term value in your business. Whether you're planning to sell or build a legacy, we help you make decisions that increase business and value.