What would a full-time CFO + Operational Excellence Consultant cost you? Get better results—at a fraction of that.
Financial Clarity Foundation
Build smarter systems. Know your numbers. Lead with confidence.
Best For: Businesses seeking control over finances and cash flow so they can position themselves for growth
You Get:
- Identify Key Performance Indicators
- Implement a customized KPI dashboard
- Cash flow forecasting
- Expense analysis
- Budget optimization
- Profit Pulse Brief – a CFO analysis with actionable insights
- Repeatable financial review process
Dream Outcome: Gain control of your numbers and make confident financial decisions.
Strategic Growth System
Turn operations into profit and growth into strategy.
Best For: Founders ready to scale and optimize operations so the business runs without them
You Get Everything in Tier 1, Plus:
- Full Operational Efficiency Audit (Lean Six Sigma framework)
- Align financial and operational KPIs with business growth goals
- Revenue growth roadmap (based on margin and system analysis)
- Custom SOP creation for three core financial/ operational processes
- Slack/Email support (48-hour response time)
Dream Outcome: Build systems that scale without scaling your stress.
Executive Exit Engine
Best For: Business owners preparing to exit or transition to investor-backed growth and cash in on their hard earned asset
You Get Everything in Tier 2, Plus:
- Exit readiness assessment & company valuation strategy
- Full business process redesign to maximize EBITDA
- Deal structure and tax-advantaged prep (in collaboration with legal/tax advisors)
- Buyer/investor pitch deck creation + data room prep
- Bi-Weekly 1:1 strategy sessions with Founder/CEO
- “Board Room Access” – on-demand advisory and investor meetings
Dream Outcome: Exit your business at peak value—with systems and a team that run without you.
Frequently Asked Questions
Simply reach out to our team, providing us with your vision, and we will swiftly develop a plan that will make it happen.
Can you help me with a specific issue?
Absolutely, as long as you provide us the specific problem you want to address, we can create a custom solution and price it accordingly
Do you offer a one-time service?
Our services can be offered as a one-time engagement. Please schedule time with us to discuss your needs.
How does the billing process work??
Our services are automatically billed on the 1st day of each month so you don’t have to add another to-do on your list.
Can I receive a receipt for my order?
Absolutely! You get a receipt automatically and a Purchase Order can be provided if you prefer.
Tell me more about your cancellation policy.
Our services are provided on a month-to-month basis with a 30-day performance checkpoint—you may cancel anytime.
Are you Exit-Ready?
Ready to boost your valuation and confidently navigate toward your Big Exit?
Clear and Simple Pricing
Transparent Pricing for Financial Services
Our subscription model offers clear and transparent pricing, ensuring you understand the value of our fractional CFO and operational excellence services without hidden fees.
Clear and Simple Pricing
Transparent Pricing for Financial Services
Our subscription model offers clear and transparent pricing, ensuring you understand the value of our fractional CFO and bookkeeping services without hidden fees.
