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We help organizations build strong financial infrastructure — moving beyond basic bookkeeping to strategic modeling, cash-flow management, and performance measurement. Our advisory approach ensures leaders understand their numbers, make informed decisions, and are prepared for capital conversations with confidence.
KPI development and dashboard design
Cash-flow forecasting and 12–24 month budget modeling
Break-even, margin, and capacity analysis
Revenue projection modeling (market, pricing, sales pipeline, and cost basis inputs)
Standardized cost-tracking systems and chart of accounts setup
Tooling and financial system recommendations
Loan-readiness financial narratives (assumptions, uses, repayment timelines)
QuickBooks cleanup, alignment, and reconciliation support
Financial policy creation (reserves, reimbursement, expense controls, procurement thresholds)
Owners and organizational leaders gain visibility into financial performance, drivers of profit, and cash risk. They move forward with lender-ready models, confident capital requests, and structured financial systems that scale as they grow.
Hourly Rate: $75/hr
A minimum of four (4) billable hours ($300) is required to initiate services. All time, including the initial four hours and any additional work thereafter, is tracked and invoiced in 0.15-hour (9-minute) increments at $75/hr.
We help organizations build strong financial infrastructure — moving beyond basic bookkeeping to strategic modeling, cash-flow management, and performance measurement. Our advisory approach ensures leaders understand their numbers, make informed decisions, and are prepared for capital conversations with confidence.
KPI development and dashboard design
Cash-flow forecasting and 12–24 month budget modeling
Break-even, margin, and capacity analysis
Revenue projection modeling (market, pricing, sales pipeline, and cost basis inputs)
Standardized cost-tracking systems and chart of accounts setup
Tooling and financial system recommendations
Loan-readiness financial narratives (assumptions, uses, repayment timelines)
QuickBooks cleanup, alignment, and reconciliation support
Financial policy creation (reserves, reimbursement, expense controls, procurement thresholds)
Owners and organizational leaders gain visibility into financial performance, drivers of profit, and cash risk. They move forward with lender-ready models, confident capital requests, and structured financial systems that scale as they grow.
Hourly Rate: $75/hr
A minimum of four (4) billable hours ($300) is required to initiate services. All time, including the initial four hours and any additional work thereafter, is tracked and invoiced in 0.15-hour (9-minute) increments at $75/hr.