Packages
Three packages, as a monthly retainer or a fixed-scope project. Every price is quoted after a free discovery call, once we understand your size, systems and goals.
An ongoing monthly engagement you can adjust as your needs change.
Monthly retainer
Financial planning, budgeting and basic reporting.
Pricing
Monthly fee, quoted after your discovery call
What's included
Ideal fit
Owners who want a real budget and a monthly view of the numbers.
Monthly retainer
Built for growing teamsEverything in Basic, plus in-depth financial analysis, cash flow management and performance metrics.
Pricing
Monthly fee, quoted after your discovery call
What's included
Ideal fit
Growing businesses that need to see cash and performance clearly.
Monthly retainer
Everything in Standard, plus strategic planning, risk management and advanced analytics.
Pricing
Monthly fee, quoted after your discovery call
What's included
Ideal fit
Leadership teams planning major growth, investment or change.
Compare
Every package is tailored after the discovery call. This is where each one starts.
| Service | Basic | Standard | Premium |
|---|---|---|---|
| 01Financial ModelingFinancial Modeling & Analysis | Not included | ||
| 02Budgeting & ForecastingBudgeting & Forecasting | |||
| 03Strategic PlanningStrategic Planning & Implementation | Not included | Not included | |
| 04Cash FlowCash Flow Management & Forecasting | Not included | ||
| 05Performance ReportingPerformance Measurement & Reporting | |||
| 06Operational EfficiencyOperational Efficiency Analysis | Not included | Not included | |
| 07Data VisualizationData Visualization & Analytics | Not included | ||
| 08Revenue OptimizationRevenue Optimization | Not included | Not included | |
| 09Risk & ComplianceRisk Management & Compliance | Not included | Not included | |
| 10Market AnalysisMarket & Competitor Analysis | Not included | Not included | |
| 11Profitability AnalysisCost Allocation & Profitability Analysis | Not included | Not included | |
| 12Scenario PlanningScenario Planning & Sensitivity Analysis | Not included | Not included | |
| Services included | 2 | 5 | 12 |
Beyond the packages
Project-based
Specific, short-term help: a model for a loan, a pricing review, a one-time cash plan or a board pack.
Scoped and priced up front, after your discovery call.
One-time cash plan
Sample data
Workshops
Group workshops on FP&A topics for owners, managers and finance teams.
Topics
FAQ
Every business is different, so we quote after a free discovery call once we understand your size, systems and goals. You get a written proposal with a fixed monthly fee or project price.
No. Monthly engagements can be adjusted as your needs change. Project work is scoped and priced up front.
It depends mostly on how quickly we can connect your data. Your proposal includes a dated onboarding plan.
We start from your accounting system and add cloud FP&A and dashboard tools only where they earn their keep.
Access is read-only wherever possible, through each tool's own permissions, and only for the people working on your account.
A free 30-minute discovery call. We'll look at where you are and tell you which package, project or workshop makes sense.
