Services
Whether you need clean books and statements you can trust, or an executive-level partner for every major decision, there is an engagement built for where you are right now. Both are flat monthly fees, quoted at your Clarity Session and fixed for twelve months.
Foundation
Good decisions start with clean data. Before you can build a forecast or plan a hire, you need statements you can actually trust. We handle the books so you never have to wonder whether the numbers are right.
What you get every month
By the 10th Your statements and summary land by the tenth of every month. If they are going to be late, you hear it from me first.
Starting at$750 / month
Quoted at your Clarity Session and fixed for twelve months. Flat monthly fee, never hourly.
Strategic
This is the yes/no machine. We take clean financial data and turn it into a living twelve-month cash flow forecast, then work alongside you as an executive-level partner on every big decision: hiring, expansion, pricing, transitions. CFO-level thinking without the CFO-level salary.
Everything in Foundation, plus
Every month The forecast is rebuilt on actuals, not left to drift. You are deciding from current numbers, not last quarter’s.
Starting at$1,850 / month
Quoted at your Clarity Session and fixed for twelve months. Flat monthly fee, never hourly.
Side by side
Foundation is the data. Strategic is the data plus the decisions you make with it.
| Included | Foundation | Strategic |
|---|---|---|
| Monthly bookkeeping and reconciliation | ✓ | ✓ |
| P&L, balance sheet and cash flow statements | ✓ | ✓ |
| Plain-language monthly summary | ✓ | ✓ |
| Data integrity review | ✓ | ✓ |
| QuickBooks Online management | ✓ | ✓ |
| Year-end prep and CPA coordination | ✓ | ✓ |
| Twelve-month rolling cash flow forecast | – | ✓ |
| Monthly executive strategy session | – | ✓ |
| Hire, expansion and equipment modeling | – | ✓ |
| Pricing and margin analysis by service line | – | ✓ |
| True client profitability analysis | – | ✓ |
| Budget versus actuals with variance commentary | – | ✓ |
| KPI dashboard | – | ✓ |
| Direct access between sessions | – | ✓ |
| Flat monthly fee | From $750 | From $1,850 |
Most clients start at Foundation and move up within three to six months, once the data is clean and they see what a forecast reveals. There is no penalty for starting at the foundation level.
Where engagements usually start
We engage at the CFO level only and work alongside your existing accounting team. Data integrity review first, then your forecast built on top of what you already have.
We prepare your financials for a transaction and model what the business is worth under different scenarios, so you go into the conversation knowing your own number.
We build the projections and the financial narrative that lenders and investors actually need in order to say yes, and we stress-test them before anyone else does.
Book a Financial Clarity Session. I will tell you where you stand, which engagement fits, and whether you need one at all.
A free thirty-minute Financial Clarity Session. I review your books, tell you exactly what I see, and give you a clear recommendation and a price. No obligation and no pitch.
No contracts to sign. No homework beforehand. Bring your questions.