For owners who want more touchpoints and faster answers. Twice-monthly strategy calls, ongoing support between sessions, and hands-on pricing and profitability work.
No pitch. No pressure. Just clarity.
What's Included
Full Financial Business Audit Required
Everything in Profit Partner
Two strategy calls each month
Unlimited email/voice note support
Financial dashboard review
Pricing and profitability analysis
Accountability check-ins
Collaboration with bookkeeper or CPA (if applicable)
Best For
Growing businesses making frequent financial decisions
Owners who want priority access between sessions
What You Walk Away With
Pricing built on real margin data
Faster, better-supported decisions
Consistent accountability toward your goals
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