Services


We are your Strategic Partner (Virtual CFO)

Are you seeking high-level, strategic financial partnership to accelerate business growth and maximize profitability?

This package offers the expertise of a Chief Financial Officer on a fractional basis. It’s designed for solopreneurs and other business owners who want a dedicated partner to help them make critical, data-driven decisions and steer the company toward its long-term goals.

Services Included:

  • QuickBooks Online and Xero
  • Monthly review of accounts and reports
  • Ongoing financial review of performance and kpis
  • Monthly strategic meeting to review financial performance, forecasts, and goals
  • Advanced financial modeling and “what-if” scenario analysis
  • In-depth profitability analysis (by service, product, &/or customer)
  • Direct, priority access to senior advisor

Anticipated Price: $3,500 – $7,000+ per month


Additional Service Offering


Grant and Project Management

Full lifecycle management support for special projects and/or singular grants. Following introductory consultation, basic fee: $85.00/hour. Per-project fees available by contract.

$85.00


Business Strategy Consultation

Sustainable practices audits. Strategy development. Implementation plans and supports. $260/hour.

$260.00


Life Supports Sessions

Embark on a transformative journey that supports personal growth and professional success. Cultivate well-being, joy, and heightened consciousness for a more fulfilling life and an innovative, limit-blasting sustainable business. $260/hour

$260.00