Financial Consulting

*Any additional time beyond the agreed scope is billed at $125 / hour.

Consulting
Retainers

These services are designed to support clear financial decision-making, improve profitability insight, and provide ongoing strategic guidance for business growth. This is ideal for business owners who want help understanding what their numbers are telling them, planning ahead with confidence, and making informed decisions that strengthen overall financial performance.

5 Hour Monthly Retainer

$500

Workflow Optimization

Currency / Multi-Entity Consolidation

Sales Tax Nexus Analysis

Audit Readiness

Data Forensic & Reconciliation

10 Hour Monthly Retainer

$900

Services Included Within Retainer Hours

Ready to take the next step?

Have questions? Your personalized consultation is the perfect place to get answers and a plan you can trust.