Monthly Financial Advisory
Final pricing based on account condition and scope of work.
Price Range: $300–$750/month (tiered by complexity or size)
Who It’s For: Established businesses or nonprofits needing ongoing guidance.
Includes:
Monthly financial check-in (Zoom or phone)
Budget vs actual reviews
Cash flow analysis
Forecasting guidance
Email support between calls
Grant/board reporting support (for nonprofits)
Gusto/Payroll or QuickBooks questions
Tiers Offer:
Lite: 1 call/month + limited email
Core: 2 calls/month + full reporting
Premium: Weekly support + financial planning
Final pricing based on account condition and scope of work.
Price Range: $300–$750/month (tiered by complexity or size)
Who It’s For: Established businesses or nonprofits needing ongoing guidance.
Includes:
Monthly financial check-in (Zoom or phone)
Budget vs actual reviews
Cash flow analysis
Forecasting guidance
Email support between calls
Grant/board reporting support (for nonprofits)
Gusto/Payroll or QuickBooks questions
Tiers Offer:
Lite: 1 call/month + limited email
Core: 2 calls/month + full reporting
Premium: Weekly support + financial planning
Final pricing based on account condition and scope of work.
Price Range: $300–$750/month (tiered by complexity or size)
Who It’s For: Established businesses or nonprofits needing ongoing guidance.
Includes:
Monthly financial check-in (Zoom or phone)
Budget vs actual reviews
Cash flow analysis
Forecasting guidance
Email support between calls
Grant/board reporting support (for nonprofits)
Gusto/Payroll or QuickBooks questions
Tiers Offer:
Lite: 1 call/month + limited email
Core: 2 calls/month + full reporting
Premium: Weekly support + financial planning