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& Pricing

1-2 weeks | Up to 12 consulting hours

$3,500 starting fee

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Best for: Owners, CFOs, Controllers, and COOs who know something is inefficient but need an outside perspective

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• Kickoff and leadership interview

• High-level review of finance and operations workflows

• Review of up to 3 priority processes or pain points

• Identification of manual work, bottlenecks, duplicated effort, unclear ownership, and obvious control gaps

• One-page Quick Wins Roadmap with 30-day and next-phase recommendations

• 60-minute readout with leadership

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Not included: Deep system implementation, audit procedures, tax/legal advice, or detailed redesign beyond the agreed processes.

2 weeks | Up to 18 consulting hours

$4,500 starting fee

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Best for: Finance teams with slow closes, inconsistent reconciliations, unclear review steps, or recurring late adjustments

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• Close calendar and checklist review

• Review of up to 5 representative account reconciliations

• Handoff, review, and ownership assessment

• High-level segregation-of-duties and control alignment review

• Standardization recommendations for checklists and reconciliation templates

• Close bottleneck and rework findings

• Prioritized close improvement plan and leadership readout

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Not included: Financial statement audit, SOX attestation, formal internal audit, or remediation implementation unless separately scoped.

2 weeks | Up to 15 consulting hours

$5,000 starting fee

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Best for: Businesses that want better visibility into cash collection, late-paying customers, and receivables risk

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• AR aging and DSO review

• Customer payment behavior segmentation

• Identification of chronic late payers and concentration risk

• Trend review for disputes, deductions, and collection delays when data is available

• AI-ready summary approach for recurring AR review

• Customer risk/action matrix

• 90-day collection and reporting recommendations

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Not included: Collection agency services, legal collections, credit underwriting, or customer contact unless specifically added.

1-2 weeks | Up to 15 consulting hours

$3,500 starting fee

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Best for: Finance teams with manual invoice handling, payment friction, inconsistent approvals, or avoidable spend leakage

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• Current AP workflow review from invoice receipt through payment

• Approval and handoff review

• Payment-method and vendor-term observations

• Duplicate-touch and manual-entry opportunities

• Automation and invoice-extraction opportunities

• Quick-win savings and efficiency recommendations

• One-page priority roadmap

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Not included: Software implementation, procurement negotiation, or vendor selection beyond high-level recommendations unless separately scoped.

1-2 weeks | Up to 15 consulting hours

$3,500 starting fee

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Best for: Teams spending too much time on spreadsheets, copy/paste work, rekeying, repetitive reporting, or manual follow-up

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• Review of 2-4 agreed manual processes

• Screen-share walkthroughs with process owners

• Current-state step map

• Identification of rework, duplicate touches, handoff delays, and error points

• Estimated time-saving opportunities

• Automation, workflow, or AI recommendations

• Prioritized implementation roadmap

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Not included: Building production automations or system integrations unless added in a separate implementation SOW.

2 weeks | Up to 18 consulting hours

$4,500 starting fee

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Best for: Finance leaders who want practical AI use cases without buying tools first

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• Finance workflow inventory

• Review of repetitive tasks in AP, AR, reconciliations, reporting, forecasting, and management commentary

• AI/automation opportunity matrix by value, effort, risk, and data sensitivity

• Recommendations for safe pilot use cases

• Suggested controls, human review points, and governance considerations

• 30/60/90-day AI adoption roadmap

• Leadership readout with recommended first pilot

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Not included: Custom AI development, software licensing, cybersecurity assessment, or production implementation unless separately scoped.

Advisory Lite 

Monthly Fee: $3,250

Included Time: Up to 10 hours / month

Best fit: Executive review, issue escalation, KPI and monthend close guidance

 

Core

Monthly Fee: $6,250

Included Time: Up to 25 hours / month

Best fit: Hands-on Controller/CFO support, projects, team guidance, reporting

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Embedded

Monthly Fee: $9,500

Included Time: Up to 40 hours / month

Best fit: Deeper operating cadence, transformation work, leadership support

10 hours $2,250

20 hours $4,200

40 hours $7,800.

Additional work requires written approval. Recommended block expiration: 60 days.