Accurate monthly categorization, reconciliation, and reporting. Ideal for businesses seeking clarity in their financials without complexity.

Starting at $750/month (Rates vary based on transaction volume and number of accounts)

Strategic financial support tailored to your growth stage and goals.

Tier 1: Financial Oversight Lite For early-stage businesses needing guidance without full-time commitment. Budget review, forecasting tools, and financial check-ins. $1,500/month

Tier 2: Hands-On CFO Support Ideal for nonprofits, growing businesses, or start-ups with moderate complexity. Includes financial modeling, board reporting, and grant/funding strategy. $3,500/month

Tier 3: High-Touch, Executive-Level Support Strategic planning, cash flow navigation, financial turnaround, and exec team alignment. $6,500–$9,000/month (Tailored proposals available upon request)

1. Organizational Triage

Rapid assessment of leadership, staffing, finances, and operations to identify breakdowns and stabilize the core. - Flat Fee: $4,500 (includes 2-week intensive) - Optional extension at $2,000/week

2. Interim Leadership & Stabilization

Hands-on executive support to hold and rebuild key systems, staff morale, and structure. - Starting at $7,500/month (20 hours/month). Custom packages for on-site or more intensive roles

3. Continuity & Growth Planning

Post-crisis or pre-growth strategic roadmap development with financial modeling, staffing plans, and risk mitigation. Project-Based: $6,000 – $25,000 depending on scope - Includes stakeholder interviews, deep-dive sessions, and final roadmap presentation

Board Presentation Support – $750

Grant Budgeting + Narrative Prep – $1,250

Annual Budget Buildout – $2,000

Policy + Procedures Manual Creation – Starting at $3,000