Packages built around where your business is today.
From a first budget to full board-ready reporting — pick the plan that matches your stage, or a one-time project if you're not ready for an ongoing commitment.
Essentials
For very early-stage companies that want dependable monthly numbers before they need forecasting.
- Monthly management report & KPI dashboard
- One accounting system connection
- Email support, 3 business day response
Starter
For single-entity US businesses that want monthly reporting plus a regular forecast check-in.
- Everything in Essentials
- Quarterly forecast refresh
- Email support, 2 business day response
Growth
For companies that need to track variance and cash runway every month, not once a year.
- Everything in Starter
- Monthly rolling 12-month forecast
- Cash flow forecasting & scenarios
- Monthly variance review call
- Priority email + call support
Scale
For companies preparing for a raise, exit, or period of fast growth that need weekly visibility.
- Everything in Growth
- Weekly cash flow updates
- Board-ready quarterly deck, fully built
- Ad hoc analysis, whenever you need it
- Priority support, same-day response
| What's included | Essentials | Starter | Growth | Scale |
|---|---|---|---|---|
| Accounting system connection | 1 | 1 | 1 | 1 |
| Reporting cadence | Monthly | Monthly | Monthly + on demand | Weekly cash + full monthly report |
| Forecast refresh | — | Quarterly | Monthly, rolling 12-month | Monthly, rolling 12-month |
| Cash flow forecasting | — | — | Included | Weekly updates |
| Variance review call | — | — | Monthly | Weekly, on request |
| Board-ready quarterly deck | — | — | — | Included |
| Ad hoc analysis between reports | — | — | — | Included |
| Support | Email, 3 business days | Email, 2 business days | Email + monthly call | Priority, same-day |
Not ready for an ongoing plan?
Some businesses just need one thing built properly, once. These are one-time projects — no subscription, no ongoing commitment.
Budget Build
A driver-based annual budget built from scratch and handed to your team, with reporting templates included.
Get a Budget BuildCash Flow Model
A 13-week cash flow forecast for immediate runway clarity — no ongoing commitment required.
Get a Cash Flow ModelFundraise-Ready Package
A full 3-statement financial model and investor-ready summary, built for your next raise.
Get a Fundraise PackagePricing questions
Do you replace my bookkeeper?
No. We work alongside whoever keeps your books up to date — a bookkeeper, controller or accounting firm — and turn that data into reporting, forecasts and analysis. Think of us as what happens after the books close.
Can I change plans later?
Yes. Most clients start on Essentials or Starter and move up as they need tighter cash visibility or heavier board reporting. Changes take effect from the next billing cycle.
What if I just need a budget built, not an ongoing service?
That's exactly what the one-time projects above are for — a Budget Build, Cash Flow Model, or Fundraise-Ready Package, each delivered once with no subscription attached. You can always add an ongoing plan later.
Do you support multiple entities or locations?
Our current packages are built for single-entity businesses. Multi-entity consolidation and cross-location benchmarking are on our roadmap — if that's what you need today, get in touch and we'll talk through a custom scope.
Do you work with my accounting software?
We connect to QuickBooks Online and Desktop, Xero, Sage Intacct, NetSuite, Excel and Google Sheets. If you use something else, tell us on the call — we can usually still work with an export.
Is there a contract?
Monthly plans run month to month after the first 60 days. Annual billing is available on every plan at a discount — ask on your consultation call.