Built around where you are. Designed to take you further.

Every business is at a different stage. That's why we offer flexible engagement models — from foundational financial oversight to executive-level strategic partnership.

Monthly Retainers

Foundation

For companies building their financial foundation.

You know your business. Now it's time to get serious about the numbers. The Foundation tier gives you ongoing financial oversight, clean reporting, and the visibility you need to make confident decisions.

Cash flow management & monitoring
Monthly financial reporting & analysis
Budgeting & annual financial planning
KPI development & performance dashboards
Basic lender & investor communication support

Starting at $1,500/month

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Strategic

For companies at an inflection point.

You're scaling, raising capital, or navigating complexity that's outgrown a spreadsheet. The Strategic tier brings everything in Foundation plus forward-looking financial leadership to get you where you're going.

Everything in Foundation, plus:
Financial modeling & multi-scenario forecasting
Capital structure advisory
Debt financing strategy & lender relationship management
Working capital optimization
Profitability & margin analysis
Strategic financial roadmapping

Starting at $3,000/month

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Advisory

For companies that need a true executive partner.

You need someone at the leadership table — not just in the back office. The Advisory tier is our most senior engagement: full executive-level financial partnership for companies with high stakes and high ambitions.

Everything in Strategic, plus:
Board & investor reporting
M&A support — buy or sell side
Fundraising support & investor-ready financial packages
Business valuation support
Executive-level financial leadership & representation

Starting at $5,000/month

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Project-Based Engagements

Not every need is ongoing. We offer standalone engagements for specific, defined initiatives — quoted per project based on scope and complexity.

Financial model build (from scratch)

Pitch deck financial section & projections

Loan & covenant audit preparation

Business sale preparation & financial packaging

Financial infrastructure setup for early-stage companies

Industry-specific financial analysis

Quoted per project based on scope & complexity.

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Every engagement is different, and we price accordingly.

The prices above are starting points. Every engagement is scoped and priced based on the complexity, size, and needs of your business. Book a free discovery call and we'll put together a proposal tailored to you.

Book a Free Discovery Call