The Right Financial Advisory
for Every Stage.

From clarity to strategy, choose the level of support
that helps your business scale smarter.

Compare Solution Levels

Growing a business
isn’t easy.

Doing it without financial clarity? Almost impossible.

We help you cut through the noise and turn numbers into confident decisions without the weight of a full-time CFO.

Choose the level of insight that matches your
business stage

Whether you’re at $5M or $50M, we have the tools and strategy to help you scale smarter.

Clarity Essentials

Providing foundational visibility into what’s driving performance and where to focus next.

Ideal for businesses $5M-$15M revenue needing visibility into performance

From

$1,750 / month

Target Outcomes:

    • Gain clarity on key financial metrics through effective dashboards
    • Build a habit of monthly financial review and accountability
    • Move from reactive to informed financial decisions

    Key Features:

      • Basic KPI Dashboarding (Fathom/InsightBoard)
      • Standard Financial Review
      • Monthly Zoom Sessions (1-2)
      • Email + Loom Support
      Get Started

      Performance Pro

      Developing systems that align your operations with profit through analytics, structure, and CFO-level insight.

      Ideal for businesses $15M-$40M focused on margin, growth and planning

      From

      $5,000 / month

      Target Outcomes:

        • Improve gross and net margins through expert advice and financial analysis
        • Use bespoke dashboards to empower leadership beyond finance
        • Align operational goals with financial strategy across the company

        Key Features:

          • 3-Way Forecasting (P&L, Cash, CapEx)
          • Scenario Planning (1-2/yr)
          • Power BI Custom Dashboards
          • Quarterly Pricing & Hiring Strategy

           

          Get Started

          Strategic CFO

          Rendering full strategic partnership and investor-grade reporting.

          Ideal for firms $25M+ or PE-backed needing a Virtual CFO embedded role

          From

          $8,000 / month

          Target Outcomes:

            • Improve gross and net margins through expert advice and financial analysis
            • Use bespoke dashboards to empower leadership beyond finance
            • Align operational goals with financial strategy across the company

            Key Features:

              • Advanced Forecasting & Board-Ready Dashboards
              • Departmental Alignment & Leadership Participation
              • Monthly Reporting for Stakeholders
              • Full Access + Strategic Planning Support
              Get Started

              Insight-as-a-Service

              RETAINER
              A special and customizable package tailored to founders who want a “Fractional CFO in their pocket.”

              Get Started

              Ready to find your hidden profit?

              Book your Profitability Advantage Assessment (our gift to you), and we’ll show you.

              Schedule My Assessment