Foundation
$1,200/ month
Get your financial house in order
Perfect for businesses ready to stop flying blind and start making decisions based on real numbers.
* Minimum 3-month commitment on all packages. Custom pricing available for complex or multi-entity businesses.
What's Included in Each Package
Every tier includes a dedicated CFO (Michelle), not a rotating associate. Here's exactly what you get.
| Feature | Foundation | Growth | Executive |
|---|---|---|---|
| Financial Analysis & Reporting | |||
| 20-Point Financial Operations Analysis | |||
| Monthly Financial Review | |||
| Quarterly Financial Review | |||
| Financial Scorecard (KPI Tracking) | Basic | Advanced | Comprehensive |
| Budget Preparation & Monitoring | Basic | Advanced | Comprehensive |
| Cash Flow Forecasting | 90-Day | 6-Month | Rolling 12-Month |
| Strategy & Advisory | |||
| Client / Job Profitability Analysis | |||
| Vendor Cost Analysis | |||
| Staff Performance & Hiring Analysis | |||
| Tax Saving Strategy Integration | |||
| Banking & Financing Assistance | |||
| External Relationship Liaison (bank, attorney, insurance) | |||
| Support & Access | |||
| Support Calls / Month | 2 Calls | 6 Calls | Unlimited |
| Response Time | 24 Hours | 8 Hours | 4 Hours |
| Authorized Contacts | 1 | 3 | Unlimited |
| Dedicated CFO (Michelle) | |||
| QuickBooks / Accounting Software Training | |||
| Accounting Staff Management & Training | |||
Our “No Judgment” Promise
We know it can feel intimidating to let someone look at your books. Don't worry — we've seen it all. Messy books, years behind, tax nightmares, the works. We are not here to judge. We are here to fix it.
When you can make confident business decisions based on reliable data, you'll wonder why you waited so long.
Common Questions
Do I have to sign a long-term contract?
All packages require a minimum 3-month commitment so we have enough time to actually move the needle for your business. After that, we go month-to-month. No surprise cancellation fees.
Who is my CFO — will I get passed around?
You work directly with Michelle Morgan, Certified Diamond ProAdvisor. Not a junior associate, not a rotating team member. Michelle.
What if my business needs more than the Foundation package but I'm not sure about Growth?
Book a free discovery call. We will look at your business together and give you an honest recommendation — even if that recommendation is to start smaller.
Can I upgrade my package as my business grows?
Absolutely. Many clients start on Foundation and move to Growth within 6 months as their business scales. We make it easy to step up when you're ready.
Does this replace my bookkeeper?
No — CFO services are strategic and forward-looking. Bookkeeping is the foundation. If you need both, we can bundle them. Ask us about combined pricing.