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 $10K+ 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.
$1,500 (one-time)
Best for: Brands and service businesses that are done guessing and want prices that hold.
A clear look at your costs, margins, and market so you know if your prices are actually paying you back. We review your offers, check where you stand against competitors, and give you numbers you can defend with confidence.
Pricing Strategy Review
The Financial Reset
$3,000 (project-based, 2–3 weeks)
Best for: Founders planning growth, managing seasonality, tightening pricing, or preparing to hire.
A 12-month plan built from your real numbers. See peaks and dips, set a sustainable founder-pay target, confirm margins with pricing analysis, and know safe points to hire or expand. Includes a simple scenario view to test decisions across the year.
Monthly Finance Partner
Starting at $2,500/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. That gives us the time to build context, implement changes, and guide you to results you can act on. Billing is month-to-month.
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 $500
Best for: Founders who feel foggy, misaligned, or want a second set of eyes before making strategic moves.
If you book any service within 30 days, your $500 diagnostic fee will be applied to your total — and for retainer clients, it’s applied to the first month’s fee.