Premium Packages

Foundation Package – “Financial Control & Visibility

Best for: $5M–$25M revenue companies that have grown fast but lack financial discipline.

What You Deliver

Monthly financial reporting & board-ready pack
Cash flow forecasting (13-week + rolling 12-month)
Budget & variance analysis
KPI dashboard (margin, CAC, LTV, working capital)
Accounting oversight & controls
Debt covenant monitoring (if applicable)

Typical Pricing

$5k–$12k / month retainer

Outcome

Financial clarity, predictability, and decision-grade data.

Growth & Scale Package – “Strategic Finance Partner”

Best for: PE-backed, founder-led, or scaling companies ($10M–$75M revenue)

Includes Everything in Foundation PLUS:

3-year financial model
Margin expansion strategy
Pricing strategy analysis
Working capital optimization
Capital structure review
Board & investor interface
Leadership team financial coaching
ERP / systems optimization

Time Commitment

20–40 hours/month

Typical Pricing

$12,000–$25,000/month

Outcome

Increased EBITDA, optimized capital, scalable infrastructure.