Discovery Call
A complimentary 30-minute conversation. You tell us where you are, where you're headed, and what's keeping you up at night. We'll ask the right questions and give you an honest assessment of how we can help — or if we're not the right fit.
Proposal & Scope
Within 24 hours of our call, you'll receive a formal proposal: recommended tier or project, specific scope of work, pricing, and engagement terms. No surprises. No ambiguity.
Agreement & Onboarding
Sign the engagement agreement, and we hit the ground running. Week one includes system access setup, a kickoff call, and 30/60/90-day priorities. By the end of onboarding, we know your numbers as well as you do.
The Work
Depending on your tier, this means regular strategy calls, monthly financial reviews, dashboard and KPI reporting, board prep, and everything else defined in your scope. You get consistent, reliable financial leadership — and a partner you can call when something unexpected comes up.
Quarterly Business Review
Every quarter, we step back from the day-to-day for a structured review: performance against plan, KPI trends, risk identification, and priorities for the next quarter. This is where strategy evolves.