Premium Partnership

This is for:

Growth-minded founders
Owners who want a true strategic partner
Businesses ready to scale, optimize, or transform
Leaders who value accountability and clarity

The Promise:

A year-long, immersive CFO partnership that gives the owner:

complete financial clarity
a strategic plan rooted in truth
intelligent decision-making support
systems that create stability and scale
a trusted partner who helps them grow with confidence

Phase 1 -- The Deep Dive

Full financial analysis
Margin + pricing review
Cash flow mapping
Operational bottleneck assessment
Risk + opportunity identification
90-day strategic focus plan

Phase 2 -- Strategic Implementation

Weekly or bi-weekly strategy sessions
System setup + optimization
KPI design
Forecasting + scenario planning
Accountability structure

Phase 3 -- Intelligent Growth

Monthly strategic reviews
Quarterly resents
Decision support
Pivot guidance
Long-term planning

Let's Discuss the Premium Partnership

Growth Partnership

This is for:

Early-stage or stabilizing businesses
Owners who want to understand their numbers
Leaders who need structure, guidance, and accountability
Clients who are willing to learn and take action
Businesses not yet ready for a full strategic CFO partnership

The Promise:

A structured, supportive CFO program that gives owners:

clarity on their financial health
simple, actionable systems
monthly strategic guidance
confidence in their decisions
a path toward long-term stability

Phase 1 -- Financial Foundations

Financial health assessment
Cash flow review
Margin + pricing check
60-day action plan

Phase 2 -- Systems + Structure

Monthly strategy calls
KPI setup
Reporting templates
Accountability check-ins
Guidance on implementing systems

Phase 3 -- Guided Growth

Monthly strategic review
Quarterly planning
Decision support
Simple forecasting
Focus adjustments

Let's Discuss the Growth Partnership