Plans & Options

Reach out for rates, no cost for initial consultation!

Monthly or one-time, providing strategic financial oversight and operational execution across core areas of finance, cash flow, 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

  • Contractor payout log

  • Monthly invoice tracker (client billing + payment status)

  • 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

  • Contractor payout log

  • Monthly invoice tracker (client billing + payment status)

  • 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 2x per month (1hr)

  • Contractor payout log

  • Monthly invoice tracker (client billing + payment status)

One-Time Project Offerings

Financial Modeling

Investor Pitch & Model

Cash flow & Runway Planning

Finance Function Setup

Board Reporting Pack

Fundraising Support

Learn more!

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!