Our Advisory Package

Starting at $1,500/month

Strategic support for business owners who want to move beyond the numbers.

This package is for businesses ready to move beyond day-to-day bookkeeping and start leveraging their numbers for high-level growth. With fractional CFO support, we help you zoom out and make strategic decisions that align with your big-picture goals. From forecasting and KPI tracking to executive reporting and strategic planning, this is the full narrative arc your finances deserve.

Here’s what each feature includes and how we’ll work together:

Strategic Planning We’ll work together to clarify your long-term vision and create a financial roadmap to support it. This includes identifying your goals, setting benchmarks, and building a plan to help you scale with confidence. Whether you’re aiming to expand, hire, or pivot, we’ll make sure your finances are aligned with the moves ahead.

KPI Analysis & Forecasting We’ll identify and track the Key Performance Indicators (KPIs) that reflect your business’s most important goals. By monitoring these metrics consistently, we’ll uncover trends and performance insights that directly inform your financial forecasts. With this data-driven foundation, we can project income, expenses, and cash flow with greater accuracy—giving you a clearer picture of what’s ahead and how to prepare for it.

Executive-Level Reports Executive-level reports go beyond your standard monthly financial statements. They bring your numbers to life with polished visuals—charts, graphs, and period comparisons—tailored to highlight what matters most in your business. These reports support strategic tools like KPI tracking and forecasting while helping you communicate performance clearly to partners, investors, or your internal team.


Ready to continue your adventure?

Book a Free Discovery Call!