Financial Consulting Services for Founders
All projects listed begin with a booked free consultation
Cash Flow Clarity
$1,100 (one-time)
Best for: Product-based or service businesses making $5K+ per month
A done-for-you 3-month cash flow projection using your actual numbers. You’ll walk away with a simple dashboard and a clear understanding of how much you can afford to spend, save, or invest. Great for founders tired of guessing.
Pricing Strategy Review
$1,250 (one-time)
Best for: Founders launching a new offer or wondering if they’re undercharging
Together, we’ll analyze your pricing, costs, and margins and align your rates or product pricing with your business goals. You’ll get a pricing breakdown, competitor audit, and profit-focused recommendations.
Monthly Finance Partner
Starting at $1,500/month
Best for: Scaling brands or agencies that want ongoing guidance
Think of this as your fractional CFO lite. We’ll meet monthly to update your forecast, track progress toward your financial goals, and keep you focused on what matters most. Includes email access, reporting templates, and priority support.
Minimum commitment: 6 months
To make meaningful progress, this service is structured as a 6-month partnership. It gives us time to build context, implement changes, and start seeing results you can act on. Billing will be on a month to month basis
The Financial Reset
$3,000 (project-based, 2–3 weeks)
Best for: Founders who want to set up financial systems from scratch
We’ll create a 12-month budget, set up a cash flow tracker, and align your numbers with your business plan. You’ll leave with a financial roadmap and tools you can use on your own or with ongoing support.
Not sure which service is the best fit?
Financial Reset Diagnostic
This one-time paid session is designed to bring clarity before commitment.
We’ll conduct a light review of your recent financials, craft a personalized insights summary, and walk through your key opportunities together on a strategy call. It’s the ideal way to uncover what’s working, what’s not, and what you actually need before diving into a full engagement.
Cost: Starts at $400
Best for: Founders who feel foggy, misaligned, or want a second set of eyes before making strategic moves.
The Financial Reset Diagnostic is a one-time clarity session designed to identify what kind of support your business actually needs. If you decide to move forward with the full Financial Reset, your $400 fee will be applied to your total. For all other services, the diagnostic remains a standalone engagement.