Partner

You've built a strong foundation. Now maintain your momentum with high-level strategic guidance and accountability that keeps your finance function aligned with your vision.

Ideal For Companies Who:

  • Have established financial infrastructure

  • Need ongoing strategic guidance

  • Want high-level accountability

  • Seek continued optimization

  • Value executive-level perspective

Partner Structure

    • Advise on forecasting

    • Guide strategic planning

    • Resource allocation

    • Growth strategy

    • Project Management oversight

    • Project Management software advisory

    • Finance Transformation Advisory

    • Leadership team 1-on-1s

    • Advise on culture building

    • Coach performance

Pricing:

$20,500 / month

*Available for real-time support Monday - Thursday 8:00am - 3:00pm CST

What’s Not Included

  • M&A advisory

  • Tax preparation or planning

  • Audit and assurance services

  • Investment advice

  • Legal advice

  • Insurance advice

  • Valuation services