Pricing and ways to work
Financial guidance, practical implementation, and support for your existing team. Choose a monthly retainer or a project-based engagement around the work your business needs.
Book a free introductory callWays to work together
01 · Monthly retainer
Regular financial analysis, cash planning, forecasting, and management advice, with agreed systems improvements and team support as your priorities evolve.
Monthly retainers from $5,000.
Scope and fee agreed in your proposal.
02 · Project-based
A financial model, profitability analysis, focused advisory engagement, workflow improvement, or team training project with clear deliverables and a timeline.
Fixed project fee.
Quoted for the agreed scope.
The right engagement depends on your priorities and the work involved. Scope, responsibilities, deliverables, fees, and any separate software costs are agreed before work begins. Monthly retainers have a flat monthly fee and 30-day cancellation notice. Project timelines, payment terms, and revisions are defined in the proposal. No hourly billing.
Examples of defined projects
Examples include a customized profitability review, 13-week cash forecast setup, hiring or vehicle decision model, management-reporting redesign, workflow review, software/vendor selection, or a Finance & Systems Review. Each project is quoted for the agreed scope; there is no $5,000 project minimum.
See free models and starter projects →Start with your business
The introductory conversation covers your priorities, existing people and systems, and the outcome you need. Your proposal then sets the engagement type, deliverables, responsibilities, timeline, payment terms, and any separate software costs.
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