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Business Meeting

ENGAGEMENT PLANS

There's one for everyone

  • Financial Planning & Accounting Projects

    2,750$
    Every month
    Need accounting help for larger projects? We provide expert financial consultants for outsourced project based services with the skills and resources to tackle your unique challenges.
     
    • For larger projects, scopes, and teams
    • Rapid project assessment - scope, resources & requirements
    • Dedicated expert allocation - assign specialized skill sets
    • Comprehensive project management - oversee all project phase
    • Real-time progress updates - provide status & milestones
    • Implement tailored systems and software solutions
    • Implement baseline business KPI (key performance indicators)
    • Assist in developing Dashboards
    • Ongoing monitoring and evaluation plans available

  • Peak Performance Support

    4,750$
    Every month
    Strategic consultant projects for firms ready for the next strategic phase. Build valuable business assets, or prepare for sale. Avoid common pitfalls with our team. Boost value, accelerate exits.
    Valid for 3 months
    • In-depth assessments of clients' current financial health
    • Develop a foundational plan to address these traps
    • Develop a comprehensive exit planning strategy
    • Implement early-stage
    • strategies to drive immediate value
    • Detailed project plan outlining project scope
    • Detailed assessment of client's current position and goals
    • Identify key value drivers and performance indicators
    • Development of tailored value acceleration and exit strategy
    • Implementation roadmap with actionable steps and timelines
    • Implement tailored systems and software solutions
    • Mergers and acquisitions support
    • Prepare detailed projections and proformas
    • Investor relations
    • Risk management
    • Interim CFO Support 3-9 months

  • Interim CFO - Leadership

    2,995$
    Every month
    Interim CFOs for larger businesses. Expert financial leadership. Handle accounting & finance. Strategic guidance. Focus on your business, we handle the rest.
     
    • 2-5 hour weekly meetings
    • Comprehensive financial management of accounting and finance
    • Review financial functions for accounting and finance tasks
    • Financial plan optimizing capital usage for business growth
    • Financial planning and analysis (FP&A)
    • Cash flow management
    • Budgeting and forecasting
    • Financial reporting
    • Implement systems that will support sustainable growth
    • Annual business valuation
    • Tax planning and compliance coordination
    • Mergers and acquisitions support
Office Meeting Scene

Real Talk With Real People

"They helped me through difficult business transitions!
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