Who it's for:
Growing businesses needing high-level financial strategy without hiring a full-time CFO.

Includes:

• Profitability analysis
• Cash flow strategy & projections
• Pricing & margin evaluation
• Owner compensation strategy
• Monthly/quarterly financial planning
• Custom dashboards & KPI tracking
• Tax strategy alignment with CPA
• Budgeting + rolling forecasts
• Scenario planning (expansion, hiring, equipment, etc.)
• Financial system setup
• Debt payoff vs leverage planning