Steady support and real clarity month after month.

We keep your numbers organized, your cash predictable, and your decisions grounded. You get a monthly check-in, a live dashboard, and a finance partner who keeps you on track.

What’s included each month:

• A 12-month rolling cash plan updated with your real activity

• Side-by-side view of what you planned versus what actually happened

• Clear notes on what changed and what to watch next

• Quick scenario tests for pricing changes, hires, or new offers

• Monthly cheat sheet with your top three financial priorities

Your first month setup includes:

• A clean chart of accounts so there’s no chaos in your numbers

• A baseline cash plan and founder pay target

• Set-asides for taxes, savings, and profit

Cadence:

• Monthly review calls and shared access to your dashboard

• Light-touch support between calls when needed

Price:

• Starts at $2,500 per month

• 6-month minimum

Best for:

Founders who want high-level financial clarity and a trusted partner by their side.