The highest level of partnership. Weekly strategy meetings, forecasting, and KPI tracking give you the financial infrastructure of a much larger company without the overhead.
No pitch. No pressure. Just clarity.
What's Included
Full Financial Business Audit Required
Weekly strategy meetings
Financial forecasting
KPI tracking
Growth planning
Budget management
Profit strategy
Decision support
Emergency strategy calls
Best For
Six-figure-plus businesses
Teams with employees or multiple revenue streams
Owners in an active growth or expansion phase
What You Walk Away With
Forecasts and KPIs you can lead from
A growth plan supported by the numbers
Executive-level financial support on demand
Payment Terms
Payments are made by invoice
Tiers are purchased in 3-month increments
Partial refunds are given if cancelled within the first 30 days