Services & Pricing
A client enters at the level that fits them today and moves up as the business grows. Every level carries forward the deliverables of the level below it, scaled up — you never start over.
Solopreneurs · under $250K · no employees
The financial partner you've never had time to be for yourself.
60-min quarterly review · 3-business-day response
Book a CallMicrobusiness · 1–5 employees · $250K–$750K
For the business that just took on a team and payroll.
90-min quarterly review · 2-business-day response
Book a CallSmall business · 5–15 employees · $750K–$2M
Stop reviewing the past. Start managing toward a plan.
2-hour strategic review · 1-business-day response
Book a CallGrowth-stage · 15–30 employees · $2M–$5M
Model the big decisions before you make them.
Half-day review + monthly touchpoints · same-day response
Book a CallEstablished · 30–75 employees · $5M–$15M
Manage the business as the valuable asset it has become.
Full-day review + monthly board reporting · 4-hour response
Book a CallLower middle market · 75+ employees · $15M–$50M+
Ready, valuable, and prepared for the most consequential chapter.
Full-day strategic board engagement · 2-hour response
Book a CallWe keep the work strategic and refer credentialed work to the right professionals — with a warm introduction where we have one:
The right level is rarely obvious from the outside. Start with a free 30-minute Discovery Call and we'll figure it out together — honestly.
Book a Free 30-Minute Discovery Call