What we do

• Financial statement review + narrative: the Good/Bad/Ugly, what moved, why it matters, and how it compares to goals.

• Cash forecasting: 13-week or monthly forecasting with scenarios tied to real decisions (hiring, pricing, marketing, expansion).

• Budgets & projections: built with clear assumptions and sensitivities so you know what changes the outcome.

• Goals-to-numbers planning: define targets, identify the levers that move results, and clarify tradeoffs.

What you receive

• Forecast model + update cadence (so it stays useful, not stale)

• KPI dashboard + definitions (everyone measures the same way)

• Quarterly planning session + 90-day priorities

Cadence

•  2 meetings per month + email support between meetings

Plans

• $5,000–$10,000/mo