Pricing Plans for Every Stage of Your Firm’s Growth

Three clear plans designed to help you move from uncertainty to confident decisions — and from managing reactively to leading with clarity.

 
 

Core Plan — $1,995/month

For firms under $2M in revenue that need reliable numbers, clear margins, and a solid financial foundation they can trust.

  • Business Performance Report (monthly, PDF + interactive dashboard)

    • View sample report

    • Includes P&L, balance sheet, cash summary, and key trends

    • Comes with a short written summary: what changed and what matters

    • Delivered by the 15th business day after month-end

  • Contractor vs. perm margin report

    • Shows gross margin for each line so you can see what’s performing

  • Monthly review call

    • Executive review of insights, trends, and next steps

 
 

Plus Plan — $3,995/month

For firms between $2M–$4M in revenue that are expanding, hiring, and need forward-looking financial rhythm to guide decisions with confidence.

  • Business Performance Report (monthly, PDF + interactive dashboard)

    • View sample report

    • Includes P&L, balance sheet, cash summary, and key trends

    • Comes with a short written summary: what changed and what matters

    • Delivered by the 12th business day after month-end

  • 13-week cash forecast (rolling weekly view)

    • Flags cash tight spots early, tied to payroll and collections timing

    • Includes AR timing risks (collections vs payroll)

  • Monthly strategy call

    • Review performance + cash forecast

    • Ends with 3 priorities for the next 30 days

    • Quarterly budget update + variance review

 
 

Premier Plan — $6,995/month

For firms over $4M in revenue preparing for multi-office growth, external investment, or exit, and ready for CFO-level strategy without hiring in-house.

  • Executive Performance Report (monthly, PDF + interactive dashboard)

    • View sample report

    • Includes financial statements, margin trends, cash insights, and key KPIs

    • Comes with a short written summary: what changed and what matters

    • Delivered by the 10th business day after month-end

  • 3-scenario financial model (updated quarterly)

    • Base / downside / aggressive scenarios with clear assumptions

    • Used to pressure-test hiring, recruiter capacity, office expansion, and cash needs

  • Weekly leadership strategy calls

    • Review scorecard + priorities + decisions in progress

    • Includes hiring plan + capacity calculator (updated quarterly)

 
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