Monthly Packages

Focus: Understanding the Numbers and Financial Health

Outcome: You will move from reacting to your figures to confidently understanding your profit drivers.

• Financial Health Check -  Quarterly review of your accounting data via advanced analytics. Focus on key drivers, trends, and risk areas. 
• Simple Management Report -  Conversion of complex financial statements into a single-page visual summary. Eliminates jargon and focuses only on what matters. 
•  Quarterly strategy call - A focused 60-minute virtual session to review the reports and collaboratively identify one primary action item for the next 90 days. 

From $700/month

Focus: Solving Operational Problems and Implementing Gains

Outcome: You will gain hours back per week, reduce errors, and have a clear map for scalable growth.

• All features from Tier 1 delivered monthly instead of quarterly
• Key process review (1 per quarter) -  Deep dive into a single, high-impact workflow (e.g., Sales-to-Cash or Customer Onboarding). We document the "As-Is" pain points. 
• Efficiency roadmap -  Specific, prioritised recommendations for process streamlining, automation, or integrating new productivity software. 
• Monthly advisory call -      

A dedicated 90-minute strategic working session to track  process implementation, review progress against the action plan, and  proactively solve emerging issues.

From $1,800/month

Focus: Strategic Leadership and Future Planning

Outcome: You gain high-level, strategic financial leadership without the cost of a full-time executive.

•  All features from Tier 2, with regular (e.g., weekly or fortnightly) check-ins and accelerated reporting cycles. 
• 3-way forecasting and budgeting -  Creation and continuous maintenance of a rolling 12-month budget, P&L, and cash flow forecast, including robust scenario planning. 
• Quarterly strategy session -  Attend and present the reports, analysis, and strategic plan to your management team or board.
•  Dedicated leadership for one significant project (e.g., pricing model restructuring, financing applications, large-scale software implementation). 

From $4,000/month