Transparent Pricing That Fits Your Business
Choose the support level that makes sense for where you are right now.
We've worked with businesses at every stage. Some need help getting their financial systems sorted out. Others want ongoing strategic support as they grow. Here's what we actually charge and what you get for it.
Pick What Works For You
All packages include our core financial analysis and quarterly check-ins. The difference is mostly about how much direct access you need and how complex your situation is.
Foundation
Good if you're sorting out the basics and want expert eyes on your numbers without a massive commitment.
- Monthly financial review sessions
- Cash flow tracking and forecasting
- Basic compliance support
- Email support within 48 hours
- Quarterly strategy consultation
Growth
Most businesses end up here. You're expanding and need someone who actually understands what that means financially.
- Bi-weekly strategy sessions
- Advanced scenario planning
- Full compliance management
- Priority support within 24 hours
- Custom reporting dashboards
- Expansion readiness assessments
Enterprise
For when your financial picture is complicated and you need someone embedded in your business operations.
- Weekly strategic planning
- Multi-entity management
- Dedicated account manager
- Same-day priority response
- Full financial systems audit
- Board presentation support
- M&A due diligence assistance
What's Actually Different Between Plans
Sometimes it helps to see things side by side. Here's the honest breakdown.
| Feature | Foundation | Growth | Enterprise |
|---|---|---|---|
| Financial health assessments | Monthly | Bi-weekly | Weekly |
| Response time guarantee | 48 hours | 24 hours | Same day |
| Custom reporting dashboards | Not included | Included | Advanced |
| Scenario planning tools | Basic | Advanced | Comprehensive |
| Dedicated account manager | Shared support | Assigned advisor | Full-time contact |
| Board presentation assistance | Not available | Upon request | Included |
| Multi-entity management | Single entity | Up to 3 entities | Unlimited |
We Can Adjust Things If Standard Plans Don't Fit
Look, sometimes businesses need something specific. Maybe you're seasonal and only need heavy support for six months. Or you're dealing with a particular challenge that doesn't fit neatly into our regular packages.
We've built custom arrangements before. A retailer once needed intensive support during their busiest quarter but minimal help the rest of the year. Another client wanted our Growth package features but needed Foundation pricing while they rebuilt after a tough period.
- Seasonal pricing adjustments for predictable business cycles
- Project-based engagements for specific financial challenges
- Gradual transitions between tiers as your business changes
- Custom service combinations when standard packages don't match
Just talk to us about what you actually need. We'll work something out that makes sense for both of us.
What Clients Say About Value
Pricing conversations always come down to whether you're getting your money's worth. Here's what some businesses told us.
We started with Foundation and moved to Growth after eight months. The transition made sense because our needs changed. What I appreciate most is they never pushed us to upgrade before we were ready. Now the Growth package feels like exactly what we need.
The Enterprise package seemed expensive at first. But when I calculated what it would cost to hire someone in-house with that level of expertise, plus the systems they brought, it actually saved us money. And we got access to knowledge we couldn't afford to employ full-time.
Foundation has been perfect for us. We're profitable but not huge, and we needed someone to make sure we weren't missing anything important. The quarterly strategy sessions have already helped us avoid two costly mistakes. That's worth the monthly fee several times over.
Ready To Sort Out Your Financial Strategy?
Pick a package that fits your current situation, or reach out if you want to discuss something custom. Either way, let's figure out how we can help your business adapt and grow.