Find Your Starting Point
01 Free Resources | No cost. Instant access. Email required to download .
Know what your numbers are saying before you spend a dollar on support. Stop paying advisors to untangle problems that a solid template would have prevented in the first place.
CPA-built templates used in real client engagements made free for founders at every stage. Download one. Fill it out honestly. The place where you get stuck is exactly where the gap is.
By downloading you'll receive occasional financial insights, benchmark data, and practical tools for service-based businesses. Unsubscribe anytime.
02 Financial Clarity Audit | Starting at $1,750
“I want to know what I'm working with before I go all in.”
Before the retainer. Before the big hire. Before the next major move. The Financial Clarity Audit tells you exactly where your financial gaps are, what they're costing you, and what to fix first — in two weeks, at a fixed price, with no ongoing commitment.
What you walk away with: clarity and a concrete next step.
Financial diagnostic — margins, cash flow, close process, systems, owner comp
Written findings report benchmarked against industry data
Prioritized action plan
60-minute debrief call
One-time: $2,000.
Quarterly commitment: $1,750/quarter · Two-quarter minimum recommended. One quarter tells you where you stand. Two tells you where you're going.
Annual prepaid: $6,500/year — save $500
Monthly Retainer Plans
You've outgrown your bookkeeper but you're not ready to hire a $200K CFO. These plans were built for exactly that gap. A calculated risk-taking CPA in your corner every month, at a price point that makes sense for the stage you're actually in.
03 Foundational
Starting at $1,500/mo.
"I know the finances are a problem, but I just don't know where to start."
The books are behind. Cash flow is unclear. The finances get dealt with at tax time and avoided in between. The Foundational plan meets you where you are, no judgment, no expectation of clean books, and builds the financial foundation your business needs to grow.
Monthly close review and cash flow update
KPI dashboard delivered monthly
Monthly advisory call
Quarterly financial review included
Annual prepay: $16,500/year — save one month
04 Growth
Starting at $3,000/mo.
"I'm involved in the finances, but I'm spending too much time on them."
Revenue is there. The team is growing. But you're losing 10+ hours every week to financial tasks a CFO should be handling, and making major moves without the clarity to back them up. The Growth plan takes the financial function off your plate entirely.
Everything in Foundational, plus:
Gross margin modeling by client and service line
Hiring and pricing decision support
Two advisory calls per month
Annual prepay: $33,000/year — save one month
05 Strategic
Starting at $5,000/mo.
"I have financial support, but I need a true financial partner at the table."
The basics are covered. But the decisions ahead need a CFO-level partner, not just a bookkeeper. The Strategic plan is full financial partnership end to end, at the leadership table, for the moves that define what this business becomes.
Everything in Growth, plus:
Full budget ownership and scenario planning
Capital planning and lender relationship support
Leadership meeting participation and exit-readiness preparation
Annual prepay: $55,000/year — save one month
Let’s Work Together
Every engagement starts with a conversation — no pitch deck, no pressure, just an honest 30-minute call to understand where your business stands and whether this is the right fit for where you're headed. If it is, you'll get a clear recommendation on exactly which plan makes sense and why. If it isn't, I'll tell you that too and point you somewhere that is. Book a free discovery call and let's find out.