Best for: Business owners who want focused guidance on a financial question or an upcoming business decision.

This session is designed to help you work through a specific concern, understand your options, and identify practical next steps.

The Services

We provide a focused discussion of business costs, budgeting, cash flow, or a planned decision.

• Clarifying the question you want to address.

• Discussing relevant figures and assumptions you provide.

• Identifying potential trade-offs and information gaps.

• Outlining actions you can take next.

All services are provided as administrative and compliance support. Final authorization and legal responsibility remain with the client.

Typical Deliverables(may vary, based on the discussed needs of the business)

• A focused consultation on your selected topic.

• A concise summary of key takeaways.

• Recommended next steps and information to gather.

Pricing
$100 per hour

Final pricing can be disclosed as a flat onboarding fee or as an hourly package with a defined cap.

Best for: Businesses creating their first budget or updating an existing plan to reflect changing costs and priorities.

This package is designed to turn expected income and expenses into a practical spending plan that supports your business goals.

The Services

• Reviewing available income and expense information.

• Organizing recurring, variable, and anticipated costs.

• Developing or refining a budget for the agreed planning period.

• Reviewing assumptions and identifying potential funding gaps.

• Discussing adjustments that align spending with your priorities.

All services are provided as administrative and compliance support. Final authorization and legal responsibility remain with the client.

Typical Deliverables(may vary, based on the discussed needs of the business)

• A business budget covering the agreed period.

• A breakdown of planned income and expenses.

• Documented assumptions and spending priorities.

• A summary of recommended adjustments.

Pricing
Starting at $450/Project

Final pricing can be disclosed as a flat onboarding fee or as an hourly package with a defined cap.

Best for: Businesses with uneven income, seasonal demand, or concerns about having enough cash to cover upcoming expenses.

This package is designed to help you anticipate when money will come in, when payments are due, and where cash shortages may arise.

The Services

We prepare one 12-week cash-flow forecast, with a review meeting and one revision.

• Mapping expected customer payments and other cash receipts.

• Scheduling anticipated bills and business expenses.

• Estimating weekly cash balances.

• Identifying periods that may require adjustments to spending or payment timing.

All services are provided as administrative and compliance support. Final authorization and legal responsibility remain with the client.

Typical Deliverables(may vary, based on the discussed needs of the business.)

• A 12-week cash-flow forecast.

• A summary of assumptions and potential cash shortages.

• A review meeting to discuss the forecast.

• One revision based on your feedback.

Pricing
Starting at $400/Project

Final pricing can be disclosed as a flat onboarding fee or as an hourly package with a defined cap.

Best for: Businesses that want to understand whether their prices adequately cover costs and support their profit goals.

This package is designed to help you understand the relationship between what you charge, what you spend, and what remains from each sale.

The Services

We review costs and margins for up to three products or services.

• Identifying direct costs and relevant overhead assumptions.

• Reviewing current prices and estimated margins.

• Comparing alternative pricing scenarios.

• Explaining how changes in price or cost may affect profitability.

All services are provided as administrative and compliance support. Final authorization and legal responsibility remain with the client.

Typical Deliverables(may vary, based on the discussed needs of the business)

• A cost and margin breakdown for up to three offerings.

• A comparison of pricing scenarios.

• A written summary of findings and considerations.

Pricing
Starting at $350/Project

Final pricing can be disclosed as a flat onboarding fee or as an hourly package with a defined cap.

Best for: Business owners who already have financial reports but want help understanding what the numbers mean.

This package is designed to translate your existing reports into clear observations about business performance and areas that deserve attention.

The Services

We review up to three months of prepared financial reports and discuss the findings in a 30-minute meeting.

• Reviewing revenue, expenses, and profit trends.

• Identifying significant changes between reporting periods.

• Highlighting cost categories or balances that warrant follow-up.

• Discussing practical priorities based on the information available.

All services are provided as administrative and compliance support. Final authorization and legal responsibility remain with the client.

Typical Deliverables(may vary, based on the discussed needs of the business)

• A written findings summary.

• Key trends and areas for further review.

• Suggested next steps.

• A 30-minute discussion of the results.

Pricing
Starting at $450/Project

Final pricing can be disclosed as a flat onboarding fee or as an hourly package with a defined cap.

Best for: Business owners who want recurring support as their finances, priorities, and business needs evolve.

This package is designed to provide a consistent space to review your numbers, discuss decisions, and follow through on financial priorities.

The Services

• Reviewing financial performance at an agreed frequency.

• Discussing budget progress and cash-flow concerns.

• Evaluating upcoming expenses or business changes.

• Updating priorities as new information becomes available.

All services are provided as administrative and compliance support. Final authorization and legal responsibility remain with the client.

Typical Deliverables(may vary, based on the discussed needs of the business)

• Scheduled financial review meetings.

• Written action items and priorities.

• Updates to agreed planning documents.

• Follow-up on previously identified questions.

Meeting frequency, included hours, deliverables, and pricing are agreed before services begin.

Pricing
Starting at $350 per month

Final pricing can be disclosed as a flat onboarding fee or as an hourly package with a defined cap.