Strategic Growth Package

The Strategic Growth package is for established businesses seeking a proactive financial partner. We provide advanced forecasting, KPI analysis and strategic advisory services to help you make informed decisions and plan for long-term success.

Strategic Growth Package - Proactive Financial Leadership

What’s Included

  • Everything in Performance plus:

  • Advanced forecasting & budget support

  • In-depth KPI analysis with actionable recommendations

  • Strategic financial advisory for scaling and decision-making

  • Monthly financial review meeting to stay aligned with your goals

Additional Services Upon Request:

  • Accounting Software Setup

  • Quickbooks Catch-up and Clean-Up

  • 3rd party Payroll Software Setup

  • 3rd Party Sales/Use Tax Setup

  • Advisory/Consulting/Training Time

Two people standing in front of a whiteboard, discussing a project. One woman holds a laptop and a green marker, writing on the whiteboard, which has sketches and notes. The man is holding a small paper or card, observing the whiteboard.

Who It’s For

Established or scaling businesses looking for CFO-level insight and strategic partner to guide their financial growth.

Ready to partner for growth?