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Our Plans

Because we understand that one size does not fit all, all of our programs are fully customisable to meet your specific requirements. Below are some of our most popular plans to give you a sense of what we have to offer. Contact us today to schedule a consultation call to discuss which plan is best for you.

Basic Package ($2.000/Month)

Ideal for Startups and smaller SMBs with simpler financial needs.

(Revenue around $1M-$5M, annually)

  • Monthly financial statements, financial analysis, monthly closings

  • Cash flow runway analysis

  • Cash flow management and forecasting

  • Bank reconciliations (monthly)​

  • Basic budgeting and financial planning

  • Quarterly financial health check-ups

  • Email support (unlimited)


  • Online Meetings (1 x month)


   *** On-boarding: 2-4 Weeks 


Growth Package

Ideal for growing Startups and SMBs with more complex financial requirements. (Revenue around $5M-$10M, annually)

  • All services from the Basic Package

  • Performance Metrics and KPI development

  • Annual Budgeting & Plannig

  • Pricing and Break-Even analysis

  • Customized financial reporting based on your company's specific needs.

  • Cash Flow Strategy Setup: Develop a cash flow management plan to optimize the use of funds

  • Cost Management Strategies: Gain financial control and insight, as we optimize your cost management system

  • Profit Maximization Strategies: Expertly designed to optimize revenue streams, reduce costs, and drive sustainable growth

  • Email support (unlimited)

  • Online Meetings (2 x month)

   *** On-boarding: 3-5 Weeks 

Premium Package

Ideal for more established SMBs and startups gearing up for major financial events (like fundraising, expansion, mergers).

(Revenue around $10M-$20M, annually)


  • All services from the Growth Package

  • Strategy development: Transform or build a strategic approach and unlock potentials and opportunities 

  • Mergers and acquisitions support: Assistance in analyzing and evaluating potential M&A opportunities

  • Investor relations and fundraising support: Enhance your company's fundraising capabilities and maintain effective communication with investors through our expert investor relations and fundraising support

  • Advanced financial modeling: Develop complex financial models to support strategic decision-making

  • Capital structure optimization:  Tailored strategies for capital structure optimization

  • Department / Project Performance: Customized reports about departments or projects

       *** On-boarding: 4-6 Weeks 

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