Build
Our Base Sprint.
It creates financial clarity and direction, delivering the essential tools and frameworks needed to make confident decisions and prepare for sustainable growth.
Ideal For Companies Who:
Generate $1M - $5M revenue and are seeking financial clarity
Have a single business entity with limited complexity
Want to establish a strong financial foundation before building a team
Need a roadmap for financial evolution
Are ready to graduate from basic bookkeeping to strategic finance
Want to test-drive our approach before committing to ongoing services
Build is our base sprint that creates financial clarity and direction, delivering the essential tools and frameworks needed to make confident decisions and prepare for sustainable growth.
Select Foundations for straightforward business models or Advanced for multi-entity operations and complex financial structures—both delivering purpose-driven clarity in less than a month.
Build - Foundations Tier
The Experience
During our three-week sprint, you'll have three focused sessions with our team:
Week 1: 90-minute discovery workshop to capture your financial landscape
Week 2: 30-minute alignment check to ensure we're on the right track
Week 3: 60-minute presentation of your complete financial foundation package
-
12 Month Cash Projection Model
A financial roadmap showing your projected cash position based on your specific business drivers -
KPI Implementation Playbook
Identification of core metrics that directly drive your business success with clear accountability assignments. We break down actionable steps your team can implement immediately. -
3-Year Organizational Evolution Map
A strategic hiring plan showing which financial roles you'll need - and when - to support your growth
Build - Elevate Tier - Ideal For Companies Who:
Generate ~ $5M-$15M revenue and are seeking financial clarity
Have multiple business units or more complex operations
Need more sophisticated financial modeling
Are approaching or planning for significant growth initiatives
Have increased complexity in their financial structures
Build - Elevate Tier
The Experience
During our four-week sprint, you'll have three focused sessions with our team:
Week 1: 90-minute discovery workshop to capture your financial landscape
Week 2: 45-minute alignment check to ensure we're on the right track
Week 4: 60-minute presentation of your complete financial foundation package
-
36 Month Cash Projection Model
A financial roadmap showing your projected cash position based on your specific business drivers -
KPI Implementation Playbook
Identification of core metrics that directly drive your business success with clear accountability assignments. We break down actionable steps your team can implement immediately.
Includes departmental KPIs with implementation recommendations. -
3-Year Organizational Evolution Map
A strategic hiring plan showing which financial roles you'll need - and when - to support your growth.
Purpose-Aligned Investment Decision FrameworkA structured approach to making consistent financial decisions that reflect your values and priorities.
Pricing:
Foundations:
$6,500 - One Time Fee
Elevate:
$10,500 - One Time Fee
