Start 2017-11-08T11:43:56+00:00

MONTHLY PLANS

Bring a finance team on board to help conquer your next stage of growth.

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THE EASY PEASY

From $325 per month

  • Quick, easy way to get started
  • Financial Analyst point person
  • Basic financial reporting
  • Basic financial plan & forecast
  • Basic assessments, strategy and plans
figure walking
THE BIRDS EYE VIEW

From $745 per month

  • Build a competitive edge
  • Financial Strategist point person
  • Financial, management reporting
  • Financial planning, forecasting
  • Single project at one time
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THE DEEP DIVE

From $1,250 per month

  • For a real go-getter entrepreneur
  • Sr. Financial Strategist point person
  • Institutional quality accounting
  • Reference us as your financial team
  • Multiple projects simultaneously
START HERE
START HERE
START HERE
figure crawling
THE EASY PEASY

From $325 per month

  • Quick, easy way to get started
  • Financial Analyst point person
  • Basic financial reporting
  • Basic financial plan & forecast
  • Basic assessments, strategy and plans
START HERE
figure walking
THE BIRDS EYE VIEW

From $745 per month

  • Build a competitive edge
  • Financial Strategist point person
  • Financial, management reporting
  • Financial planning, forecasting
  • Single project at one time
START HERE
figure running
THE DEEP DIVE

From $1,250 per month

  • For a real go-getter entrepreneur
  • Sr. Financial Strategist point person
  • Institutional quality accounting
  • Reference us as your financial team
  • Multiple projects simultaneously
START HERE
ALL MONTHLY PLANS INCLUDE
weekly touchpoints
project management
bookkeeper management

*Bookkeeping is outsourced to 3rd parties and not included in the service level agreement.

NOT READY FOR A MONTHLY COMMITMENT? 

SEE STARTERS AND PROJECT-BASED OPTIONS BELOW

STARTERS

Get a better understanding of where you’re at and actionable steps to get to the next level.

checklist
FINANCIAL PROCEDURES

We assess current accounting and financial procedures and provide a road map with strategies to improve.

BUSINESS METRICS

We assess the current status of information flow and visibility and provide a road map for how to move forward.

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FINANCIAL PLAN

We gather information about your ideas for growth and provide financial tools to manage the business.

dollars
FUNDRAISING

We review any current investor materials and provide strategies for how to improve fundraising efforts.

START HERE

From $85

START HERE

From $95

START HERE

From $125

START HERE

From $145

checklist
FINANCIAL PROCEDURES

We assess current accounting and financial procedures and provide a road map with strategies to improve.

START HERE

From $85

BUSINESS METRICS

We assess the current status of information flow and visibility and provide a road map for how to move forward.

START HERE

From $95

graph
FINANCIAL PLAN

We gather information about your ideas for growth and provide financial tools to manage the business.

START HERE

From $125

dollars
FUNDRAISING

We review any current investor materials and provide strategies for how to improve fundraising efforts.

START HERE

From $145

ALL STARTERS INCLUDE

PROJECTS

Engage your financial team one project at a time for enhanced flexibility.

status
SCALABLE SYSTEMS

Build a solid foundation of systems, tools, and processes that can scale with you to the next level.

  • Accounting Methods
  • Information Systems
  • Organization & Team
START HERE

From $465

BUSINESS METRICS

Improve the quality of management decisions by developing visibility with feedback loops.

  • Customer Metrics
  • Financial Analysis
  • Industry Metrics
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From $525

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FINANCIAL FORECASTS

Strengthen strategic decisions with models that identify opportunities and pitfalls in advance.

  • Dynamic Budgets
  • Multi-stage Models
  • Scenario Planning
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From $650

dollars
GROWTH CAPITAL

Engage the right people to finance growth and execute on the company vision through capital projects.

  • Investor Documents
  • Proforma Financials
  • Road Show Support
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From $735

ALL PROJECTS INCLUDE

NOT SURE WHERE TO START?

No problem! We can help you navigate the options for any given situation.

GET A PERSONALIZED RECOMMENDATION

QUESTIONS?