Advisory

$4,000.00 every month for 1 year

Ideal Client - Owner-led businesses building their first real financial foundation — clean books, clear reporting, and a plan.

✓  Three-statement financial model (custom-built)

✓  Budget vs. actual variance analysis

✓  Base / downside / upside scenario planning

✓  Industry-specific KPI dashboard

✓  Monthly CFO strategy call (90 min)

✓  Email advisory support between calls

Ideal Client - Owner-led businesses building their first real financial foundation — clean books, clear reporting, and a plan.

✓  Three-statement financial model (custom-built)

✓  Budget vs. actual variance analysis

✓  Base / downside / upside scenario planning

✓  Industry-specific KPI dashboard

✓  Monthly CFO strategy call (90 min)

✓  Email advisory support between calls