Ongoing advisory support or focused project work for business owners who want rigorous financial analysis and straight answers.
Monthly engagement for business owners who want a consistent advisory relationship. We meet regularly, work through your numbers, and we're available when decisions come up between meetings.
This isn't a bookkeeping service or a tax preparation service. It's a thinking partnership — focused on business performance, financial clarity, and the decisions that actually move things forward.
$750 – $1,800 / month
Defined scope, flat fee, clear deliverable. Right for specific decisions or needs that don't require ongoing engagement.
Financial modelling and analysis to support a specific business decision — expansion, acquisition, pricing change, investment, or exit. Based on your assumptions; includes a written cover memo with advisory commentary.
Framework analysis of your current or proposed business structure from a financial perspective. Clarifies the trade-offs. Implementation (legal, tax) referred to appropriate professionals.
Observation-based review of your internal financial processes and controls. Delivered as advisory recommendations — not an audit, not assurance. Practical improvements for a small or growing business.
Identify the financial and operational metrics that actually matter for your business. Design a reporting framework you'll actually use — and understand what you're looking at.
A focused 60-minute engagement that gives you a clear picture of where you stand and what to focus on — with no ongoing commitment required.
Book a Clarity Session