For new businesses, this service is to get your business started on the right foot. This plan includes a 1-on-1 kickoff session, monthly budget template customized for your business, basic tracking setup, simple cash flow projections, and a monthly check-in call.

$180 flat fee for one-time set-up.

For growing businesses that are ready to scale! This service includes a full financial health assessment, forecasting and scenario planning, grant/loan application support, a customized dashboard, multiple strategy sessions per month, & vendor or payroll expense review.

$900-1,200 per month.

This is for businesses making more than $250k annually. The package includes strategic budgeting for 12+ months, financial reporting support, customized funding strategy, weekly calls + on-demand emergency sessions, government contract navigation, technical financial training sessions.

$1,500-3,000 per month