Pricing

CFO-Level Financial Insights

For small businesses doing $300K–$5M in annual revenue who need strategic financial guidance without the full-time CFO price tag.

Your First Month Is Free

Experience the full value of CFO-level financial guidance before making any commitment. Your first month provides complete dashboard access, your initial financial report, and a strategic planning session—all at no cost.

Monthly Plan

Flexible month-to-month commitment

$3,500 /month

First month free

  • Interactive financial dashboard
  • Monthly comprehensive report
  • Monthly strategy call
  • 90-day cash flow projections
  • Cancel anytime—no questions asked
Schedule Your Consultation

Annual Plan

Premium

Comprehensive financial leadership for growing businesses

$42,000 /year

First month free

  • Everything in Monthly plan
  • Priority support & response time
  • Quarterly deep-dive sessions
  • Dedicated communication channel
Schedule Your Consultation

No long-term contracts required. Your first month is completely free—you won't be charged until month two.

My Philosophy

Why I Offer Your First Month Free

Great financial partnerships are built on trust, communication, and genuine understanding. That's why I start every relationship with a full month of value—before asking for anything in return.

I Build Real Relationships

Financial insight is personal. I spend time to understand your business, your goals, and your challenges—not just your numbers.

It's a Mutual Gauge

Your first month is a trial for both of us. You experience my process, my communication style, and the value I bring. I learn your business inside and out.

Proven Results First

I let my work speak for itself. See real insights, real dashboards, and real value before you decide to continue.

My Commitment to You

🤝

No Pressure Sales

I never pressure you to continue

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Full Value Delivered

Your free month is the complete experience

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No Credit Card Required

Start free, no payment information needed

Frequently Asked Questions

Everything you need to know about my pricing and billing

Your First Month Is Free

Ready to Build a Real Financial Partnership?

Let's start with a conversation. Book your free consultation and experience what it's like to work with a dedicated financial partner who truly understands your business.

No credit card required
30-minute call
Full month free