Choose the level of support your business needs. Your subscription reserves an agreed scope of recurring CPA/MBA advisory work, with a monthly fee set around complexity, volume, and priorities.
For owners and teams who need dependable reporting and a clearer explanation of performance.
Tailored monthly fee
Scope agreed before your subscription begins.
Get clarity for your business →For growing businesses that need both a view of current performance and a forward-looking plan.
Tailored monthly fee
Model complexity and update frequency shape your plan.
Build momentum with your numbers →For organizations that need continuing senior-level technical and strategic finance support.
Tailored monthly fee
Decision support, not an assumed officer appointment.
Bring senior perspective to your team →Your proposal sets the monthly fee, deliverables, meeting cadence, response expectations, data requirements, included capacity, and subscription term. Work outside that scope requires an agreed change before it starts. Onboarding needs, renewal, and cancellation terms are settled in the engagement agreement.
These are ongoing monthly relationships, not one-off model purchases. There is no online checkout or payment collection on this site.
Identify the decisions, reporting gaps, and deliverables that make the monthly relationship worthwhile. Set responsibilities, scope, and fees.
Provide the agreed records; receive analysis, updated models, explanations, and next steps on the agreed schedule.
Track open actions, revisit assumptions, and adjust priorities together. Change the scope deliberately as your business changes.
Where appropriate, recurring attestation work can be separately scoped and billed monthly, with report timing matched to your needs. It is not automatically included in an advisory subscription, and monthly billing does not establish independence or guarantee a report.
Find the right reporting path →