Services
Fixed prices, agreed before we start. Most clients begin with the check-up and decide afterwards whether to continue.
Financial check-up
Four weeks. We clean up the books, find where money leaks, and hand you a one-page plan.
- Books reviewed and corrected
- Margin by product or service
- 12-month cash forecast
$4,500 fixed
Part-time CFO
A senior advisor two days a month, plus your monthly reporting pack and board-ready numbers.
- Monthly close and reporting
- Budget and forecast
- Bank and investor meetings
$3,800 per month
Projects
A loan, an acquisition, a new location, a pricing change. Scoped and priced up front.
- SBA and bank loan packages
- Buy or sell a business
- Expansion models
from $6,000
What you get each month
A one-page summary, cash forecast, profit by location or service line, and a 45-minute call to go through it together.
Book a call