(825) 733-3236

We Offer Custom Financial Service Packages

We build custom service packages for small corporations, partnerships, social enterprises, and charitable organizations. The first step is for us to get to know your organization's operating environment and key goals. Our services are grouped into two main categories: (1) Recurring Financial Planning and Analysis and (2) Purpose-Built Projects.


Recurring FP&A

Monthly, quarterly, or weekly:

  • Financial analysis
  • Cash flow projections
  • Key performance indicator reporting
  • Budget reporting and forecasting
  • Strategic analysis
  • Financial reporting
  • Business coaching
  • Project accounting
  • Corporate finance and treasury
  • Risk assessment
  • Process improvements

Purpose-Built Projects

  • Pricing analysis
  • Break-even analysis
  • Market understanding
  • Process and systems redesign and implementation
  • Feasibility analysis
  • Investment decision analysis
  • Transaction analysis and advisory


Recurring reporting pricing is determined as a six-month or annual fee, billed monthly, starting at $250 per month for the smallest organizations (< $500,000 annual revenues).

Purpose-built projects are priced based on the service. Longer-term projects will have a fixed-price quote, paid monthly.

Contact us for details specific to your enterprise.