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Every engagement starts with a Financial Health Diagnostic: a $4,500 fixed fee, 2–3 week review that ends in a written recommendation, and half of that fee is credited toward your first retainer quarter if you move forward. From there, monthly retainers run in three tiers, Clarity, Command, and Growth Partner, sized to your revenue and complexity. Clarity and Command pricing is published on our pricing matrix; Growth Partner is quoted based on scope.

Mostly companies doing $1–25M+ in annual revenue: businesses that have outgrown a bookkeeper but aren't ready for, or don't need, a full-time CFO. If you're not sure whether you're a fit, reach out. We'll tell you honestly.

Not as a standalone service. Clean books are the foundation everything else is built on, so if you don't already have a bookkeeper in place, we'll help you get one, in house or referred, before we start the advisory work.

It depends on your tier. Clarity includes a monthly call; Command adds a quarterly strategy session; Growth Partner includes weekly leadership cadence and board meetings. Every tier has regular check-ins built in, not something you have to ask for.

Yes, for retainer engagements. It's a fixed fee, not a sales pitch: a real review of your financials that tells you (and us) whether a CFO retainer is the right fit before either of us commits to one. If you already know you need project work, like a valuation or a debt raise, we can usually start there instead.