Financial Accountability Partnership
CFO-Level Advisory That Walks Alongside You
Choose the partnership frequency that fits your business rhythm. Each option includes strategic CFO advisory, financial insights, and ongoing accountability—not just bookkeeping.
Quarterly
Every 3 Months
$497
Per quarter
- Quarterly strategic check-ins
- Financial Health Score updates
- Quarterly benchmark reports
- Email support between sessions
Select Quarterly
Bimonthly
Every 2 Months
$697
Per session (6x/year)
- Bimonthly partnership calls
- Monthly financial dashboard
- Health Score tracking
- Priority email & text access
- Quarterly benchmark reports
Select Bimonthly
Most Popular
Monthly
Every Month
$997
Per month
- Monthly strategic sessions
- Monthly financial dashboard
- Financial Health Score tracking
- Quarterly benchmark reports
- Recorded monthly video insights
- Priority support via email/text
- Resource library access
Select Monthly
Prefer Intensive Deep Dives?
For entrepreneurs who want focused, half-day sessions to tackle strategic planning and financial reviews all at once.
Biannual Intensive
$3,997
Two half-day intensive sessions per year with comprehensive strategic planning and financial review
Annual Intensive
$5,997
One full-year partnership with annual intensive session and quarterly check-ins
What's Included in Your Partnership
Strategic Sessions
Regular calls focused on your financial picture, metrics, and decision-making—not just number-crunching
Financial Health Tracking
Monthly updates to your Financial Health Score so you can see tangible progress over time
Dashboard Delivery
Clean, visual dashboards showing your key metrics at a glance (monthly plans)
Benchmark Reports
Quarterly comparisons showing how you stack up against industry standards
Ongoing Accountability
Between-session support to keep you on track and answer questions as they arise
CFO-Level Insight
Strategic financial advisory that helps you make better business decisions
Ready to Partner Together?
Choose the frequency that fits your business, and let's bring clarity and confidence to your financial stewardship.