How We Can Work Together
Every project begins with a free consultation. My services are built for creative founders and small businesses who need financial clarity without complexity. Here’s how we can partner:
Cash Flow Clarity
Investment: $1,500 one‑time.
Best for: Businesses making $10K+ per month and founders who want short‑term clarity and a system to stay on track.
Stop wondering where your money goes. In this done‑for‑you 90‑day forecast, we use your real numbers to build a simple dashboard that tells you exactly what you can spend, save and set aside. You’ll know your monthly founder pay and have quick “what‑if” tests to see how decisions affect your bottom line.
Investment: $1,800 one‑time.
Best for: Brands and service businesses that are done guessing and need prices that support growth; also right for founders who feel good about cash flow but want sharper pricing to scale.
Feel confident charging what you’re worth. We break down your true costs, margins and market positioning, then build a price ladder so you know where you sit next to competitors. You’ll see how many sales it takes to reach profit and learn smart promo rules so discounts don’t eat your margins.
Pricing Strategy Review
The Financial Reset
Investment: $3,500 (2–3‑week project)
Best for: Founders planning growth, managing seasonality, tightening pricing or preparing to hire.
Grow without surprises. We’ll build a full‑year cash map based on your revenue cycles and expenses, then plan for seasonality, hiring windows and sustainable founder pay. You get a dashboard that updates as your numbers change, a scenario view to test big decisions and a 3‑step action plan for scaling with clarity.
Monthly Finance Partner
Investment: Starts at $3,000 per month (six‑month minimum).
Ideal for: Scaling brands or agencies that want high‑level clarity and a trusted partner.
Have a fractional CFO by your side without the full‑time cost. Each month we update your 12‑month rolling cash plan, compare projections to actuals and outline your top three priorities. The initial setup includes a clean chart of accounts, a baseline cash plan and founder‑pay target plus set‑asides for taxes, savings and profit.
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
Not sure where to start? The Financial Reset Diagnostic is a one‑time paid session designed to bring clarity before commitment. We’ll review your recent financials, craft a personalized insights summary and walk through your key opportunities together. If you book any service within 30 days, the diagnostic fee is applied to your investment — and for retainer clients, it’s applied to the first month’s fee.
Investment: 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.