Our Services
Financial Operations Assessment Investment
$5,000 - $10,000 | Timeline: 2 weeks
Perfect if you know something's broken but aren't sure where to start.
What you get:
Deep dive into your current financial operations
Identification of inefficiencies, risks, and breaking points
Prioritized roadmap with cost/benefit analysis
Implementation recommendations
Ideal for: Companies preparing for growth, funding, or acquisition who need clarity on what needs to be fixed first.
Project-Based Implementation Investment
$15,000 - $50,000 | Timeline: 2-4 months
When you know what needs to be built and need expert execution.
Common projects:
Vendor management system design and implementation
NetSuite/Salesforce optimization and custom reporting
Financial dashboard and KPI tracking setup
Territory models and capacity forecasting
System integrations and process automation
Ideal for: Companies implementing new systems, scaling operations, or fixing specific operational bottlenecks.
Fractional CFO/Financial Operations Partner Investment
$5,000 - $15,000/month | Timeline: Ongoing
Strategic financial operations leadership without a full-time hire.
What you get:
Monthly business reviews and variance analysis
Budget management and forecasting
Vendor strategy and contract negotiation
System optimization and team training
Cross-functional process improvement
Board-ready financial reporting
Ideal for: Companies ($5M-$50M revenue) that need ongoing strategic financial operations support but aren't ready for a full-time CFO.