Plans & Options

Reach out for rates, no cost for initial consultation!

Monthly or one-time, providing strategic oversight and operational execution across core areas of finance and inventory management.

Premium Monthly Service Package

Responsibilities include:

  • 3-Statement Financial Model (Income Statement, Cash Flow, Balance Sheet)

  • Revenue & Cost Analytics

    • Revenue Retention/Customer Lifetime Value

    • Pricing/volume analysis

    • Margin analysis

    • Product attachment rates

    • B&M vs Ecom financial analysis

    • Product line financial analysis

  • Inventory Management

  • Compensation Planning

  • A/R & A/P Oversight

  • Financial Forecasting & Projections

  • Growth Planning

    Deliverables

  • Virtual check-ins 3x per month (1hr)

  • Monthly financial statements, KPIs, and presentation

  • Inventory KPIs

  • Ad hoc advisory on raises, new hires, and spend planning

Standard Monthly Service Package

Responsibilities include:

  • Cash Flow Model/Oversight

  • Inventory Management

  • Compensation Planning

  • A/R & A/P Oversight

  • Financial Forecasting & Projections

  • Growth Planning

    Deliverables

  • Virtual check-ins 2x per month (1hr)

  • Monthly cash flow projection

  • Inventory KPIs

  • High-level monthly financial report

  • Ad hoc advisory on raises, new hires, and spend planning

Light-Touch Monthly Service Package

Responsibilities include:

  • Inventory Management

  • A/R & A/P Oversight

    Deliverables

  • Virtual check-ins 1x per month (1hr)

  • Inventory KPIs

One-Time Project Offerings

Financial Modeling

Investor Pitch & Model

Cash flow & Runway Planning

Finance Function Setup

Board Reporting Pack

Fundraising Support

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Interested in Working Together?

If you’re looking for finance guidance that’s human, practical, and tailored to your goals, we might just click. Reach out to get the conversation started!