A clear starting point for the level of help you need today.
Customized consulting and advisory engagements are priced based on the scope, complexity, and needs of the business.
Financial Clarity Session - $395
90-minute focused strategy session
A practical working session for owners who need help understanding what the numbers are saying, identifying priorities and deciding what to do next.
Includes a brief pre-session review and a 1-2 page Financial Clarity Summary.
Business financial assessment
Comprehensive financial review + strategy meeting
A deeper assessment of financial performance, profitability, margins, cash flow, reporting, budgeting practices, KPIs and potential risk areas.
Includes a Financial Assessment & Action Plan with 30-day, 30-90 day and longer-term priorities.
Strategy intensive
Project-based consulting
For a specific business issue or objective - such as building a budget, improving profitability, developing KPIs, evaluating growth, redesigning management reporting or planning a major decision.
Scope and fixed project fee are established before work begins.
Strategic Financial Advisory
Ongoing advisory relationship
For businesses that need recurring financial analysis, planning and decision support but do not need the cost or commitment of a full-time CFO.
Scope is tailored to the business and may include two advisory meetings per month, financial review, forecasting, KPI monitoring and decision support.
Private Financial Training & QuickBooks Coaching - $225/hr
Two-hour minimum
Customized training that helps owners and managers understand and use financial statements, management reports and other financial information - regardless of the accounting platform their business uses.
For QuickBooks users, hands-on coaching is also available for navigation, running and customizing reports, and using QuickBooks reporting as a management tool. Company and group training is quoted separately.