All subscriptions plans require a minimum 3-month contract with a minimum of 10 hours of service provided per month. Unused service hours do not rollforward.

Standard plans do not require a contract or minimum number of service hours.

Companies can potentially benefit from reduced rates with subscription plans and are ideal for short or long term jobs or for companies that need recurring services.

Planning and Analysis to include: strategic tax and financial planning, creation of budgets and financial projections, cash flow management.

Business and Operational Consulting to include: review and recommendations of company structure, organizational charts and day to day operations to maximize margins and operational efficiences.

Growth Strategies to include: assistance with M&A due diligence, management of accounting system implementations and upgrades, service and product line creation.

Financial Reporting to include: compilation of financial statements, financial statement review and advising of cost saving opportunities and inefficiences, interim financial roles.

List is not all inclusive. Please schedule a free consultation to learn more!

All standard plans are billed hourly with no contracts or minimum service hour requirements. Pricing is based on the complexity of your transactions ranging from basic to advanced. Advanced plans generally involve services that require transaction-specific research with related supporting documentation. Because service needs vary, a comprehensive list cannot be provided without a better understanding of your business. Schedule a free consultation to identify the best plan for your organization.

Yes. Custom pricing may be available for extended commitments or higher-volume engagements. Please contact us for a tailored proposal.

Yes. Clients can move to a subscription plan if they require more consistent, ongoing support. A consultation will help determine the best fit.

Yes. We work with early-stage ventures as well as mature businesses. Our plans are flexible enough to support both high-growth startups and established enterprises.