Services
Start with a Free Call
Free Intro Call (30 minutes)
No commitment. No pressure. Just a casual conversation to understand your goals and explain how we can help.
Includes:
Brief intake form
Business overview
First-step recommendations
Ideal if you’re unsure what service fits best.
One-Time Help
One-Time Consultation
Need help with a specific question or decision? This focused session gives you clarity and direction—fast.
Express Financial Analysis
Quick, insightful review of your business finances. We’ll find risks, opportunities, and offer straightforward next steps.
You’ll walk away with:
Key insights about your financial health
Simplified summary of findings
Actionable advice
Choose a Plan That Fits
The Basics (One-Time Plan)
For businesses ready to map out their next move.
Includes:
Two strategy sessions
Tools to define and reach “Point B”
Break-even & P&L analysis
Clear next-step recommendations
From A to B (Monthly Subscription Plan)
Stay on track with consistent support. Great for growing businesses that want to understand performance over time.
Includes:
Monthly financial check-ins
Progress reports
Simple business analytics
Ongoing guidance and insights
Expert-Level Support (Custom Engagement Plan)
For businesses with complex challenges or big ambitions. High-touch, high-trust partnership tailored to your unique needs.
Best for:
Advanced strategy
Financial decision-making support
Custom dashboards, metrics, and planning
