Best for: Organizations that need ongoing financial guidance, oversight, and confidence in decision-making.
Price Range:
$3,000 – $6,000/month
Includes everything in Tier 1, plus:
Budget development & tracking (budget vs. actual)
Cash flow monitoring & guidance
Monthly financial strategy call
Board-ready financial reporting support
Audit preparation support
Financial process improvement recommendations
Best for: Organizations that need ongoing financial guidance, oversight, and confidence in decision-making.
Price Range:
$3,000 – $6,000/month
Includes everything in Tier 1, plus:
Budget development & tracking (budget vs. actual)
Cash flow monitoring & guidance
Monthly financial strategy call
Board-ready financial reporting support
Audit preparation support
Financial process improvement recommendations