Every engagement starts at the level below and scales with the size and complexity of your business. No surprises — we'll land on your exact number in a scoping conversation.
Two paths from the scoping call: monthly or weekly. Same buildout, same MAP Review — the Finance Seat simply covers more of the trail.
A one-time build of your model, forecast and scorecard — then a monthly seat at the table as your finance guide.
No separate buildout. The model, the forecast and the rhythm are built in month one and kept alive every week after. One number, one seat.
Where you land depends on the size and complexity of your business — most clients fall between the starting level and roughly $2,000–$3,000 above it.
Whichever path you choose, the heart of the engagement is the same: a mid-month MAP Review that ends with decisions, not a report. Advisory clients meet monthly; the Finance Seat wraps weekly touchpoints around it.
Track the pipeline, work-in-progress and cash position against the plan — not against last year.
When a metric turns out to be the wrong target, change it fast rather than defend it.
Model the next hire, office or acquisition before committing, so it is a decision and not a reaction.
A friendly conversation about where your business is heading — we'll tell you which path fits and exactly what it would cost.