Level 1: Financial Health Check

Service Highlights:

• Key analysis of your financial statements and performance metrics.
• Identification of key financial strengths and areas for improvement.
• Access to one virtual consultation session for clarifications and guidance.

Ideal For:

• Small businesses and startups seeking a quick assessment of their financial health.

Level 2: Strategic Financial Planning

Service Highlights:

• Comprehensive financial planing for short-term and long-term planning.
• Budgeting and forecasting to align financial goals with business strategy.
• Ongoing support with quarterly reviews.

Ideal For:

• Growing businesses requiring strategic financial planning for expansion.
• Companies seeking proactive financial management for sustainable growth.

Level 3: Virtual CFO Partnership

Service Highlights:

• Dedicated virtual CFO services for ongoing strategic financial guidance.
• Regular financial performance reviews and adjustments.
• Customized financial strategies aligned with business goals
• Advisory support for complex financial decisions.

Ideal for:

• Small-Mid businesses in need of ongoing CFO-level expertise.
• Companies navigating significant financial changes or challenges