A La Carte Services
These services provide quick wins and can be used as entry points for businesses not yet ready for long-term financial support.
For business owners who want a quick financial health assessment.
1-hour discovery call.
Review of financial statements (Balance Sheet, P&L).
High-level liquidity, profitability, and solvency analysis.
Quick recommendations for financial health improvement.
1-hour follow-up with actionable insights.
For businesses needing a comprehensive evaluation of financial performance and cash flow health.
1-hour discovery call.
Review of financial statements (Balance Sheet, P&L).
Quick recommendations for financial health improvement.
Review of cash flow drivers (accounts receivable, accounts payable, operational cash flow).
Custom recommendations for improving liquidity.
1-hour follow-up with actionable insights.
For businesses struggling with cash flow and needing liquidity improvements.
1-hour discovery call.
Review of cash flow drivers (accounts receivable, accounts payable, operational cash flow).
Introduction to best practices for monitoring and managing cash flow.
Custom recommendations for improving liquidity.
1-hour follow-up with actionable insights.
For business owners needing ad-hoc financial guidance without a full CFO engagement.
Access for ad-hoc financial advice (via email, phone, or scheduled check-ins).
Guidance on urgent financial issues, investment decisions, or strategic concerns.
Option to upgrade to deeper, more structured services.
For business owners needing real-time financial insights with KPI tracking.
Identify key financial and operational metrics.
Set up a custom financial dashboard (Excel, Power BI, or other tools).
Monthly KPI review and performance assessment.
Team meeting participation to align leadership on financial metrics.
Initial Setup and First Month Review: $1,000
Software Fee: $250/month
Technical Fee (if applicable): $100/month
Ongoing Monthly Review (optional): $200/month