Our Services
Whether you are looking for professional advice for one-off projects or seeking a longer-term partnership, one of our service options are sure to fit your needs. Review our below offerings and contact us today!
Project-based services
Cost based on service needed.
KPI Dashboard Buildout: Custom dashboards tailored to your business model, metrics, and goals.
Financial Health Review: A comprehensive analysis of your financial statements, trends, and key performance indicators.
Budget Creation: Annual or quarterly budgeting designed to align spending with business goals.
Pricing & Margin Analysis: Review of pricing structures and cost drivers to improve profitability.
Expense Analysis & Cost Review: Identify unnecessary spending and opportunities to reduce costs.
Financial System Setup: QuickBooks chart of accounts cleanup or reporting structure setup.
Scenario Modeling: “What if?” models to support decisions around hiring, growth, or investment.
Operational KPI Alignment: Selection and setup of KPIs that match your industry and business needs.
Custom Reporting Setup: Tailored Excel or dashboard templates for ongoing use by your team.
Tier 1
$1,000 per month
A complete financial intelligence package for businesses that want clarity and consistent visibility.
Most business owners don’t need more spreadsheets — they need to understand what their numbers actually mean. Essential Insights provides a clean, reliable, and easy-to-understand reporting system designed to keep you informed, confident, and in control.
What’s included:
Monthly Financial Intelligence Report
Enhanced KPI Dashboard (5–7 KPIs)
Month-over-Month Variance Highlights
Quarterly Strategic Check-In (45 minutes)
Priority Email Support
Outcome:
Clear numbers, meaningful insights, and a deeper understanding of business performance — without committing to full advisory or CFO services.
Tier 2
$2,000 per month
Ongoing strategy, accountability, and financial partnership to support smarter decisions every month.
For owners who want more than reporting, this tier provides structure, guidance, and forward-looking insight. You get a strategic partner who helps you understand performance, identify opportunities, and confidently navigate what comes next.
What’s included:
Everything in Tier 1, plus:
• Monthly Strategy Meeting (60 minutes)
• Quarterly Budgeting
• Budget-to-Actual Insights
• Operational KPI Deep Dives
• 3–5 Action Recommendations Each Month
Outcome:
Proactive planning, stronger financial habits, and a clearer roadmap for growth — with a partner dedicated to helping you understand and improve the financial side of your business.
Tier 3
Custom Pricing: Starting at $3,500+ / month
High-touch, executive-level financial leadership tailored to your business needs.
This tier is built for growing businesses that need deeper involvement, regular strategy alignment, and a full financial partner embedded in their decision-making. Pricing and deliverables are customized based on scope, complexity, and strategic requirements.
Possible services:
Weekly or bi-weekly CFO meetings
Rolling 12-month forecast
Multi-scenario planning (“What if?” models)
Pricing strategy and margin optimization
Hiring and staffing cost analysis
Expansion planning
Board or lender ready financial reporting
Outcome
A dedicated financial leader who helps steer long-term strategy, growth, profitability, and operational decision-making.